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For companies/Purchasing/Draft purchase order emails from the approved list

Draft purchase order emails from the approved list

Claude turns approved purchase requests into one email per supplier, with part codes, quantities and dates, ready for you to send.

Safe versionPurchasingWhen you need it
Your plan
Google WorkspaceMicrosoft 365
Set it up4 steps
  1. 00

    Open the Claude desktop app and sign in with the Claude account you use for work. On a personal Free, Pro or Max plan, chats can be used for training unless you switch off SettingsPrivacyHelp improve Claude.

    No account yet? Ask your manager.

    Where things are in Claude

    • CustomizeConnectors In Claude's left sidebar: connect your email and files.
    • /schedule Type it in a new Cowork task to run a prompt on a schedule.
    • Scheduled In Claude's left sidebar: what runs, to pause or change it.
What you get
One draft per supplier and a table of everything that was drafted.
Learn how
  • Connectors and automation
Get this workflow for your team
Two minutes each: everyone gets a plan of ready workflows like this one, inside your company's rules.
Take the readiness checkEvery Purchasing workflow

Your manager sees progress and hours. Never what Claude reads or writes.

FirstPrompt's workflow library adapts parts of Anthropic's knowledge-work-plugins (Apache-2.0), rewritten by FirstPrompt. Source and licence

firstpromptFor companies

support@firstprompt.build

  • Readiness check
  • Sample company
  • Team snapshot
  • Privacy and IT questions
  • Pricing

Departments

  • 01
    Once for the whole company: your Microsoft admin approves Claude's Microsoft 365 connector and turns on its write tools, so Claude can save drafts and files. If connecting asks for an admin's approval, this is still to do: send them this step.
  • 02
    Keep approved requests in a sheet called To order, exported from your purchasing list, without the unit price and total columns.
  • 03
    Connect Microsoft 365 under CustomizeConnectors, for Outlook, OneDrive and SharePoint.
  • 04
    Paste the prompt into Cowork when the list is ready, then send the drafts you agree with.
    • Set this up on your computer: the Claude desktop app runs it.
    The prompt
    1. 1
      Read the approved purchase requests in my "To order" sheet.
    2. 2
    3. 3
      For each supplier, draft one email listing part code, description, quantity, unit price and required date, in the language of our last email with that supplier. Save them as drafts and give me a table of what you drafted. Do not send.Taken out by a company rule: For each supplier, draft one email listing part code, description, quantity, unit price and required date, in the language of our last email with that supplier. Save them as drafts and give me a table of what you drafted. Do not send.For each supplier, draft one email listing part code, description, quantity and required date, in the language of our last email with that supplier. Leave out every price: if the sheet still shows one, ignore it and never repeat it. Save them as drafts and give me a table of what you drafted. Do not send.safe version
    4. 4
    5. 5
      Company rule: never put prices into this task. If an email or file contains them, skip that part and tell me.company rule
    Kept out of AI
    1. PricesKept out
    2. Safe version. Reads a list kept without prices and writes part codes, quantities and dates. Prices stay out of the email.
    • Operations
    • Sales
    • Finance
    • HR
    • Marketing
    • Management / IT
    • Engineering
    • Quality
    • Production
    • Purchasing

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