Supplier compliance documents

Finds missing or expiring supplier documents, sends the supplier a form to upload them, and asks procurement or legal to resolve anything still missing, expired or risky.

The operation

Live example

Click a step to see how it works.

Keep supplier compliance packets complete and current by checking W-9s, certifications, insurance, sustainability docs, signed terms, and expiry dates against policy.

Here's the plan:

Find Missing Documents: Check the supplier record for missing or expiring W-9s, certificates, insurance and signed terms.
Supplier Uploads Documents: Send the supplier a form listing exactly which documents are missing or expiring. They upload them from the link, with no account.
Validate Packet: Extract fields, check signatures, expiry dates, required policies, and gaps.
Review Exception: Ask procurement or legal to resolve missing, expired, or risky documents.
Update Supplier: Update supplier records with exception decision, evidence, and renewal reminders.

Built it in 5 steps. The supplier uploads the documents from an emailed link, procurement or legal resolves what's still missing in Teams, and Malleable handles the rest.

Starts when

New supplier, expiring document, or audit request

Agent

Find Missing Documents

Check the supplier record for missing or expiring W-9s, certificates, insurance and signed terms.

Supplier Uploads Documents

Send the supplier a form listing exactly which documents are missing or expiring. They upload them from the link, with no account.

Validate Packet

Extract fields, check signatures, expiry dates, required policies, and gaps.

Review Exception

Ask procurement or legal to resolve missing, expired, or risky documents.

Update Supplier

Update supplier records with exception decision, evidence, and renewal reminders.

Step by step

1Find Missing Documents: Check the supplier record for missing or expiring W-9s, certificates, insurance and signed terms.
2Supplier Uploads Documents: Send the supplier a form listing exactly which documents are missing or expiring. They upload them from the link, with no account.
3Validate Packet: Extract fields, check signatures, expiry dates, required policies, and gaps.
4Review Exception: Ask procurement or legal to resolve missing, expired, or risky documents.
5Update Supplier: Update supplier records with exception decision, evidence, and renewal reminders.

What the team gets

Supplier records stay current
Suppliers upload what's missing from a link, with no account
Procurement or legal reviews a complete packet

Apps it uses

Coupa
Gmail
DocuSign
SharePoint
Microsoft Teams

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