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For companies/Purchasing

AI workflows and training for purchasing teams

Supplier follow-ups, quote comparisons and order confirmation checks, drafted by Claude in the tools your team already uses. Each person also gets a learning track to set them up, inside your company's rules.

Take the check for PurchasingSee the sample company

Two minutes. No sign-up.

Starts with9 in the library

Purchasing

Chase late supplier deliveries before they stop the line

Reminders waiting in your drafts, confirmed dates filled in, and a short list of orders that could stop production.

Safe version

Draft purchase order emails from the approved list

One draft per supplier and a table of everything that was drafted.

Safe version

Compare three supplier quotes side by side

A comparison sheet with one column per supplier, the differences marked, and the questions to send each one.

When you need it
ready workflows
9
ready workflows
steps in its learning track
5
steps in its learning track
courses its track uses
1
courses its track uses
with a safe version
7
with a safe version

01 Do

9 ready workflows

Each person's plan starts with the first three and picks the rest by the tasks they name. Every one runs in the Claude your people already use.

WorkflowRunsWorks withVersion
Starts with· 3
Chase late supplier deliveries before they stop the lineEach morning Claude checks open purchase orders against promised dates, drafts reminders for the late ones, and reads supplier replies.Every weekdayEmail, Excel or Sheets, ERPSafe version
Draft purchase order emails from the approved listClaude turns approved purchase requests into one email per supplier, with part codes, quantities and dates, ready for you to send.When you need itEmail, Excel or Sheets, ERPSafe version
Compare three supplier quotes side by sideGive Claude the quotes for the same part. It lines them up on price, tooling, lead time, minimum order, payment and delivery terms, and says what is missing before you can choose.When you need itExcel or Sheets, Email, ERPFull
Also in the library· 6
Check every supplier order confirmation against your orderEach weekday morning Claude reads the confirmations suppliers sent, compares them with your open orders line by line, and drafts a reply wherever something does not match.Every weekdayEmail, ERP, Excel or SheetsFull
Draft the monthly supplier performance noteAt the start of the month Claude reads last month's deliveries and rejects per supplier and writes the note: on-time delivery, rejects, open complaints, and who to talk to.When you need itExcel or Sheets, ERP, Word or Docs, EmailSafe version
Work out what to reorder this week from what actually movesEvery Monday Claude reads your stock and usage and works out, part by part, what will run out before a new order could arrive. It suggests what to order and how much, and the lines you approve go to your To order sheet for the purchase order drafts.Every weekERP, Excel or SheetsSafe version
Check a new supplier before the first orderGive Claude what the new supplier sent: their quote, company profile, certificates and bank details. It checks who they are on the web, whether their certificates hold up and what does not add up, and lists what to ask for before you order.When you need itEmail, Word or DocsSafe version
Send one clear request for quotation to every supplier on the listFill one sheet with the parts, quantities and dates, and list the suppliers to ask. Claude drafts one request for quotation per supplier, the same content for each, asking every one to quote in the same format so the answers line up.When you need itEmail, Excel or SheetsSafe version
Know every contract's end date and notice period before it passesClaude reads your signed contracts once and keeps one list of every end date, notice period and price review, yearly supply and price agreements included. Each Monday it tells you what comes due in the next 90 days.Every weekWord or Docs, Excel or SheetsSafe version

Every workflow has a Google Workspace and a Microsoft 365 version. Pick Microsoft 365 and they name Outlook, OneDrive and Excel instead of Google's tools.

02 Learn

A learning track of 5 steps.

Lessons and packs in the order this team needs them, from the first Cowork session to safety, cost and trust. Every seat gets every course as well.

Department track
  1. 01
    Your first Cowork sessionModuleWork with Claude Cowork
  2. 02
    Document and file workflowsModuleWork with Claude Cowork
  3. 03
    Connectors and automationModuleWork with Claude Cowork
  4. 04
    Capstone: ship a workflowModuleWork with Claude Cowork
  5. 05
    Safety, cost, and trustModuleWork with Claude Cowork
Courses and packs its track uses
  • Work with Claude Cowork32 lessons

03 Your rules

Your rules, on every one of them.

Pick what never goes into AI. A workflow that touches it switches to a safe version; one that cannot work without it is taken out, by name.

Read the privacy details
If your company keeps outWorkflows it touchesSwitch to a safe versionTaken out
Kept out of AI· 2
Technical drawingsWorkflows it touches1Switch to a safe version1Taken out0
PricesWorkflows it touches9Switch to a safe version6Taken out3

You see names, steps, workflow states and counts. Never what anyone wrote.

See what your Purchasing team would get.

Two minutes, no sign-up: a plan of ready workflows for the tasks that eat their week.

Take the check for PurchasingBring your whole team

Every department has its own page

OperationsSalesFinanceHRMarketingManagement / ITEngineeringQualityProductionPurchasing
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  • Purchasing

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