All workflows
Purchasing Workflow
Open PO WatchMo Chases the POs That Slipped
Mo watches every open purchase order and flags the ones past due, due in the next two weeks, or whose dates moved, grouped by supplier so the follow-up is one email.
- Cadence
- Weekdays, 8am
- You get
- Email, only when something needs you
- Hand off
- Tell Mo: “Set up the Open PO Watch workflow”
How Mo runs Open PO Watch
ScheduleWeekdays, 8am
ReadRead open PO lines
Reads open PO lines with supplier, quantity and expected delivery date.
Work outSort into late, due and moved
Buckets them into late, due within two weeks, and date-changed since the last run.
DecideAnything to act on?
Mo checks the results and only sends when something needs you.
EmailAlert by supplier
Emails only when a bucket is non-empty, grouped by supplier.
