Step 1: Read the request
Confirm purpose, amount, vendor, timing, owner, and proposed exception.
Back to Agent Library
<>Procurement
Procurement exception handling
Apply purchasing policy, assemble the decision record, and move exceptions to the right approver.
Overview
Compare the request with policy, budget, vendor, contract, and approval context. The agent completes routine preparation and gives decision-makers a concise view of the exception and its consequences. The result is a resolved exception or evidence-complete escalation, ready for the accountable team to review and move forward. By keeping source-backed facts, open questions, and ownership together, the team can make the next decision without rebuilding context by hand.
Capabilities
Identify the policy path, materiality, owner, deadline, and missing context.
Show policy, evidence, options, impact, and the recommended next action.
Move the exception through the correct authority and keep the record current.
Example output
Prepared output: Software purchase · exception decision
Source state: Current approved records retained
Summary
The request exceeds the competitive-bid threshold and needs procurement approval.
Key findings
- Budget: Owner confirmedReady
- Sourcing policy: Bid threshold exceededReview
- Approval: Procurement directorWaiting
Returned to the team
- A source-linked view of the prepared work
- Items that are ready, waiting, or need accountable review
- The next action and owner required to move the outcome forward
Agent workflow
Step 2: Assemble decision context
Retrieve policy, budget, sourcing, contract, and prior approval facts.
Step 3: Apply the policy path
Separate routine preparation from exceptions requiring authority.
Step 4: Route the decision
Send a concise evidence package to the right approver.
Step 5: Update the record
Preserve the decision, rationale, conditions, and final action.
Put this agent to work