All manufacturing examples
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
Keep supplier compliance packets complete and current by checking W-9s, certifications, insurance, sustainability docs, signed terms, and expiry dates against policy.
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
Trigger
Find Missing Documents
Check the supplier record for missing or expiring W-9s, certificates, insurance and signed terms.
Coupa
Checks the supplier record for missing or expiring documents.
Supplier Uploads Documents
Needs input
Send the supplier a form listing exactly which documents are missing or expiring. They upload them from the link, with no account.
Gmail
Sends the supplier a secure link to the form, and a reminder if it sits unanswered.
Validate Packet
Extract fields, check signatures, expiry dates, required policies, and gaps.
DocuSign
Checks signatures, expiry dates, and required policy fields.
SharePoint
Reads supplier files and highlights missing or expired docs.
Review Exception
Needs input
Ask procurement or legal to resolve missing, expired, or risky documents.
Microsoft Teams
Sends the exception packet to procurement or legal.
Update Supplier
Update supplier records with exception decision, evidence, and renewal reminders.
Coupa
Updates supplier records with evidence and renewal reminders.
Checking the supplier record for missing documents...
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
Microsoft Teams
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