Sourcing Workflows
12 automation processes available
Invoice and Payment Tracking Workflow
Automated invoice lifecycle management from creation through payment collection. Tracks payment status, sends reminders at configurable intervals, escalates overdue accounts, and reconciles received payments against outstanding invoices.
Supplier Evaluation Scorecard Workflow
Systematic supplier performance evaluation using weighted scoring across quality, delivery, price, and communication metrics. Automates data collection from multiple sources and generates quarterly supplier rankings.
Alibaba RFQ Response Automation Workflow
Automate responses to Alibaba RFQ inquiries using AI-powered email generation. Monitors incoming RFQs, enriches buyer data, generates personalized quotes, and tracks follow-up sequences to maximize conversion from Alibaba leads.
Shipping Damage Claim Process Workflow
Step-by-step process for filing and winning freight damage claims. Covers documentation, carrier notification, and claim resolution for industrial shipments.
International Shipping Process Workflow
Complete process for shipping industrial products internationally: documentation, customs, carrier selection, and tracking from factory to customer door.
Job Costing and Profitability Tracking Workflow
Track actual costs vs quoted costs for each grinding/polishing project. Identify which jobs are profitable and where money leaks happen.
Competitor Price Monitoring Automation
Automated system that tracks competitor pricing changes and alerts you when prices drop or new products appear. Enables reactive pricing strategy.
New Product Launch Workflow for B2B Industrial
End-to-end process for launching a new industrial product: from market validation through first 10 orders. Covers pricing, content creation, and outreach.
Inventory Reorder Point Automation
Automated system that monitors stock levels and triggers reorder notifications or purchase orders when inventory drops below threshold. Prevents stockouts.
Project Pricing Calculator Workflow
Systematic process for calculating accurate project quotes for concrete grinding/polishing jobs. Covers material costs, labor, equipment, and margin.
Automated RFQ Response Workflow
Automatically receive RFQ emails, extract product specs using AI, match against your catalog, and send a personalized quote within minutes instead of hours.
Supplier Follow-Up Email Automation
Automated email sequence that follows up with potential suppliers at optimal intervals. Tracks responses, escalates non-responders, and maintains a clean pipeline.