Handle internal procurement: requests through approval, a supplier registry, document collection and delivery deadlines.
The everyday jobs this workspace hands off to Plank — you review the finished work, not the busywork.
Takes requests from chat and email, creates a row in the register, and routes it to the right manager for approval.
“Log a request for laptops”Moves the request through the approval chain, notifies approvers, and records the decision in its status.
“Send the request for approval”Maintains a vendor database with ratings, payment terms, and document status, and matches vendors to a category.
“Find a furniture vendor”Checks each vendor’s document set and requests what’s missing: contract, business ID, registration certificate, IBAN.
“Who has an incomplete document set?”Gathers quotes for a single item and lays them out in a table so you can pick a vendor.
“Compare chair quotes from three vendors”Watches “need-by” dates and reminds you when an order should be placed or is running late.
“What deliveries are overdue?”Looks up a vendor by business ID with the tax authority and the government procurement portal — bankruptcy, tax debt, reliability.
“Check a vendor by business ID”Prepares a draft supply contract from the company template, with details and terms pulled from the vendor record.
“Draft a contract with CleanPro Facilities”Tracks placed orders from “Ordered” to “Received” and logs receipt at the warehouse.
“Mark the chairs as received”Reads an incoming invoice, matches the amount against the request, and hands it to finance for payment.
“Log the invoice from Corptech Supply”Catches repeat purchases of the same item and requests over the category budget before approval.
“Any duplicates in the hardware requests?”Rolls up spend by category, vendor, and requester for a period for budget vs. actuals.
“Build a procurement report for July”This is what it looks like in Plank — real dashboards with data. Everything is interactive: drag cards, check off tasks. Sample data.
Demo mode — changes aren't saved and reset on reload.