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Purchase request: approval, then the order is sent

A team member emails a purchase request. The AI extracts item, quantity, supplier, total and cost centre; the purchasing manager approves. Only then is the purchase order email written and sent to the supplier and the order logged in your Table. A refusal drafts the explanation to the requester.

By
Loop & Roll team · Official
Copied
0 times
Steps
8
Version
1 · 18 October 2026
Requires
Loop & Roll 1.0.0 or later

Workflow graph

Purchase request: approval, then the order is sent Hover a node to see its role · Drag to move the graph
Purchase request received — Email receivedPurchase request rec…Email receivedRead the request — ExtractRead the requestExtractModelPurchasing approval — ApprovalPurchasing approvalApprovalapprovedrejectedWrite the purchase order — Compose (AI)Write the purchase o…Compose (AI)ModelSend the purchase order — SendSend the purchase or…SendLog the order — Table — insert a rowLog the orderTable — insert a rowExplain the refusal — Compose (AI)Explain the refusalCompose (AI)ModelSave the explanation as a draft — SendSave the explanation…SendOpenAI — OpenAI (GPT)OpenAIgpt-5-mini
Purchase request: approval, then the order is sent

How it works

  1. 1

    Purchase request received

    trigger.email

  2. 2

    Read the request

    ai.extract

  3. 3

    Purchasing approval

    flow.approval

  4. 4

    Write the purchase order

    ai.compose

  5. 5

    Send the purchase order

    mail.send

  6. 6

    Log the order

    table.insert

  7. 7

    Explain the refusal

    ai.compose

  8. 8

    Save the explanation as a draft

    mail.send

What you will fill in after import

Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.

Mailboxes to choose
Send the purchase order · mailbox Save the explanation as a draft · mailbox
Tables to choose
Log the order · table
Connections to choose
OpenAI · connection (llm_provider)

See also

More in Approvals

All templates