"Boss, I Need to Buy Something" — AI-Assisted Purchase Review

The situation

Employees submit purchase requests every day, but the finance manager can't review every single one — especially small, obviously reasonable purchases.

This workflow lets AI do the first pass, filtering out cases with unusual amounts or unclear purposes. Clean cases go straight to the manager; the manager only reviews the ones that actually need judgment.

Workflow design

Employee fills in purchase request
      ↓
AI Agent initial review (checks amount reasonableness and description completeness)
      ↓
[AI flags as abnormal] → Manual review (Audit Team) → Approve or Reject
[AI clears as normal] ↓
Direct manager approval
      ↓
Amount > $50,000 → Finance manager second confirmation
Amount ≤ $50,000 ↓
      Complete

What to tell SuperAdmin Agent

"Create a purchase request workflow. Employees fill in: item name, quantity, unit price, purchase purpose, and recommended vendor.

After submission, AI does an initial review: check whether the purchase purpose has a clear description (at least 20 words), and whether the unit price looks abnormal (flag if it exceeds the market average for similar items by 30%). Flagged cases go to the Audit Team for manual review; cleared cases go directly to the direct manager.

After the manager approves, if the total amount (quantity × unit price) exceeds $50,000, the finance manager needs a second confirmation. Under $50,000, manager approval is enough."

Key configuration notes

AI Agent prompt design

SuperAdmin will generate a prompt for the AI review node based on your description. You can ask it to refine the prompt afterward to improve accuracy.

Conditional branch field

The "$50,000" condition requires a calculated field (quantity × unit price). Tell the Agent this calculation logic and it will set it up.

Prerequisites

Create an "Audit Team" group with the right members, and set up the direct manager department structure.