Operations & Field
Vendor & Subcontractor Follow-Up Agent
Human-approved · Starter · Medium severity
Works with: Business Central or D365, Outlook, Teams
The problem
Jobs slip because a vendor didn't confirm, a sub didn't send the COI, or a PO acknowledgment never arrived — and nobody chased it until the schedule broke. The follow-up work is simple; there's just too much of it to track manually.
What the agent does
- Trigger: daily scan of open POs, expected deliveries, pending sub confirmations, and expiring documents (COIs, certs).
- Identifies what's unconfirmed, late, or expiring against need-by dates.
- Drafts chase emails per item with the specifics (PO number, promised date, missing document).
- Human approval: buyer/PM approves the batch; agent sends, logs, and re-chases on a cadence until resolved or escalated.
You need this if
- Jobs delayed by unconfirmed vendors or missing sub paperwork
- Expired COIs discovered on site
- PO follow-up is a spreadsheet someone maintains by hand
Who uses it
Buyers, project managers, ops admin.
What goes in, what comes out
In: open POs, delivery promises, document expiry dates. Out: approved chase batches, escalation list, confirmation log.
Why it pays
One prevented job slip typically covers a year of runtime. Also removes a genuinely tedious tracking chore nobody wants to own.
Built to be trusted
- No commitments (dates, quantities, price) — chase and confirm only
- Escalates after N unanswered chases instead of chasing forever
- Runs entirely in your Microsoft tenant — first-party connectors, DLP-enforced, your permissions model.
Want this running in your tenant?
The full implementation spec — trigger design, connectors, licensing plan, and governance setup — is what we bring to the scoping call.