Vendor management
Keeps every supplier's contract, certificates, banking and tax records current, so renewals and payments stop depending on a phone call.
No ready-made setup for this job yet.
Describe the job in a sentence, the way you would brief a colleague: when it should happen, what to check, and what to hand you. That sentence is the automation.
The job, and what good looks like.
A supplier is onboarded in a hurry, the record is never finished, and the missing pieces surface months later when somebody needs them. This workflow treats the supplier record as a maintained set: contract and end dates, tax and banking details, insurance and quality certificates, sites, contacts and the approval chain for spend. Every change is logged with who approved it, and the record is checked against what the buying, finance and quality systems already hold, so one supplier is not carried three different ways in three places. A contract approaching its end date raises a renewal task with the spend history, the scorecard and the current terms attached, which is the evidence a negotiation actually needs. Certificates inside their expiry window are chased at the supplier rather than at the internal owner. Where spend is spread across suppliers doing identical work, the combined volume is shown so a consolidation decision rests on numbers. What a human still decides is which suppliers are approved at all, which terms are worth holding out for, and whether a lapsed certificate is a delay or a disqualification.
When it is handled
- No payment held for missing paperwork
- Certificates renewed before they expire
- Spend visible per supplier in one view
- Renewals argued with volume evidence
Works with tools like
- Coupa
- NetSuite
- Smartsheet
- MasterControl
You stay in charge.
At every step.
It checks and drafts. Your team decides what is ordered and sent.
- No order placed on its own
Requisitions and supplier notes wait for a buyer to approve and send.
- Undo what you don't want
Every step is recorded, and a file it changed can be put back.
- Only the systems you connect
Each automation reaches only the folders and apps you give it.
Before you download.
- Where does it run?
- On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
- How does it connect to our CRM and other tools?
- Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
- Does it run when my computer is asleep?
- It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
- How does my team use it?
- Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
- Do I need anyone technical to set it up?
- No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.
Already have tools for this? Here is the difference.
Your ERP's alerts and rules
Flagging thresholds inside the ERP.
They can't read a supplier's email or a scanned delivery note, or draft the next step.
Flowchart automation tools
Moving data between apps at high volume.
Real-world exceptions multiply branches until the flow is harder to follow than the work.
AI chat assistants
Explaining a document when you paste it in.
Deliveries keep arriving while nobody is asking, and the procedure lives in a chat.
AUTOMATE.md
Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.
Start with one job.
Make it your own.
macOS — coming soon- 1
Get the app
It runs on your computer, next to your files.
- 2
Add the automation
Paste the instructions into the app, or save them as a file next to your work.
- 3
Try it, then turn it on
Run it once and check the result. It only runs on its own once you switch it on.