Quick overview
Quick overview This workflow runs every 15 minutes to read approved, new requisitions from Google Sheets, validate supplier and policy rules, call an LLM risk-assessment API via HTTP, then create a purchase order record, update requisition status, write audit logs, and notify the procurement team via Gmail. How it works Runs every 15 minutes on a schedule. Reads requisitions from Google Sheets and keeps only rows where ApprovalStatus is "Approved" and ProcessingStatus is "New". Looks up each requisition’s supplier in a Google Sheets supplier master sheet and merges the supplier details into the requisition. Stops processing for items that don’t meet the duplicate/eligibility criteria, and validates supplier status, contract status, compliance, and max spend limit. For validated requisitions, sends the requisition and supplier details to an LLM risk-assessment endpoint via HTTP and parses the JSON decision, risk score, and reason. Generates a purchase order number, appends the purchase order to a Google Sheets Purchase_Orders sheet, updates the requisition to "Processed", logs the outcome to an Audit_Logs sheet, and emails the procurement team via Gmail. For failed validations, appends a failure event to the Audit_Logs sheet and updates the requisition status in Google Sheets to "Rejected". Setup Connect Google Sheets OAuth2 credentials and ensure your spreadsheet contains the Requisitions, Suppliers, Purchase_Orders, and Audit_Logs sheets with the expected column names (for example ReqID, SupplierID, ApprovalStatus, ProcessingStatus, MaxLimit, ComplianceStatus). Configure the HTTP Request credential (header-based auth) and set the AI risk-assessment endpoint URL to your LLM provider (the workflow is formatted for a Groq/OpenAI-compatible chat-completions API). Connect Gmail OAuth2 credentials and set the recipient address in the Gmail send step. Confirm the Supplier master data uses matching SupplierID values and includes fields like Status, ContractActive, ComplianceStatus, and MaxLimit so validation can run correctly. Additional info How To Customize Nodes Schedule - Procurement Scan Adjust polling frequency: Every 5 minutes Every hour Daily Weekly Filter - Approved & New Requests Modify approval requirements. Examples: Approved only Department-specific approvals Multi-stage approval statuses Code - Procurement Validation Add custom procurement rules such as: Department budgets Vendor category restrictions Preferred supplier enforcement Spending thresholds by department Country-specific compliance checks AI - Risk Assessment Customize the prompt to evaluate: Fraud risk Vendor performance Cost anomalies Procurement policy adherence Budget risk You can also switch to any compatible AI provider. Purchase Order Generation Customize PO numbering formats. Example: PO-2025-00001 or PO-FINANCE-00001 Gmail Notification Add: Finance notifications Department manager alerts Supplier notifications Executive reporting emails Add-ons You can extend this workflow with additional capabilities such as: ERP Integration Push approved purchase orders into: SAP Oracle Microsoft Dynamics NetSuite Slack Notifications Send procurement updates directly to Slack channels. Microsoft Teams Alerts Notify procurement teams in Teams. PDF Purchase Orders Automatically generate PDF purchase orders and store them in cloud storage. Approval Escalation Route high-value purchases for additional approval. Vendor Performance Scoring Track supplier reliability and performance over time. Digital Signatures Add electronic approval and signature workflows. Budget Management Validate requests against department budgets before PO creation. Use Case Examples 1. Office Supply Procurement Automatically create purchase orders for approved office supply requests after validating supplier compliance and spending limits. 2. IT Equipment Purchases Process approved laptop, monitor, and hardware requests with AI-supported risk evaluation and automatic PO creation. 3. Manufacturing Material Procurement Generate purchase orders for approved raw material requests while enforcing supplier contracts and procurement policies. 4. Multi-Department Purchasing Allow HR, Finance, Operations, and IT teams to submit requisitions through a shared procurement process. 5. Vendor Compliance Automation Prevent procurement requests from being processed when vendors are inactive, non-compliant, or outside approved spending limits. Additional Possibilities This workflow can also be adapted for: Construction procurement Healthcare purchasing Educational institutions Retail inventory replenishment Facilities management procurement Professional services procurement And many other purchasing and procurement automation scenarios. Troubleshooting Guide | Issue | Possible Cause | Solution | | -------------------------------- | -------------------------------------------------- | ------------------------------------------------------------- | | No requisitions are processed | Requisition status does not meet filter conditions | Verify ApprovalStatus is Approved and ProcessingStatus is New | | Supplier validation fails | Supplier record missing from Suppliers sheet | Verify SupplierID exists and matches exactly | | Contract validation fails | ContractActive value is not Yes | Update supplier master data | | Compliance validation fails | Supplier marked as non-compliant | Update supplier compliance status | | Amount exceeds limit | TotalAmount is higher than MaxLimit | Increase supplier limit or adjust requisition | | AI node fails | API URL or authentication incorrect | Verify endpoint URL and credentials | | Purchase order not created | AI response format invalid | Ensure AI returns valid JSON structure | | Gmail notification fails | Gmail credentials invalid | Reconnect Gmail OAuth credentials | | Audit logs not generated | Audit sheet mapping incorrect | Verify Audit_Logs sheet columns | | Requisition processed repeatedly | ProcessingStatus not updated successfully | Verify update permissions and matching columns | | Empty notification recipient | Recipient logic not configured | Configure dynamic or static recipient mapping | Need Help? If you need assistance setting up, customizing or extending this workflow, our n8n workflow developers at WeblineIndia can help. Services include: n8n workflow implementation Procurement automation consulting ERP integrations AI-powered business process automation Custom approval workflows Google Workspace automation Enterprise workflow development Workflow optimization and support Whether you need minor customizations or a fully tailored procurement automation platform, WeblineIndia can help design, build and deploy solutions that fit your business processes. Need custom enhancements or additional integrations? Reach out to WeblineIndia for professional assistance with implementation, support and advanced workflow development. An n8n automation workflow template by WeblineIndia.
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