Playbook // Operations
Procurement and approvals
- Request
- Approve
- Order
- Receive
Purchase requests with the right approvals, and a record of every decision. Every purchase request on a record, approved by the department lead and by finance above your threshold, with each approval, rejection and reason in its history.
Native foundationAgent-customizableElevated administrationCustom development- Setup in Maxint Work
- About an hour, once
- The business process runs
- Per request, typically days
How it comes together
Each step is a guide with the exact steps in the product.
- How to create and manage structured records
You'll have a card type with its own properties and relations, a space that holds its cards, linked cards, and views to compare and filter them.
About 25 min
- How to create custom business processes
You'll have a process on a card type with its own states, triggered transitions, action items and an approval, running on a card.
About 30 min
- How to configure workflows using natural language
You'll have card types, fields, relations or a process set up by Maxima from your plain-language description, checked in Activity.
About 20 min
Where AI Workers take part
- With an elevated role, the agent creates the record types and the approval process.
- It raises purchase requests from a message, starts the approval and tells the requester where it stands.
Customize this playbook with Maxima
This playbook is a starting point, not a fixed template. Change the stages, add your own records and approvals, or build something different on top.
Make it yours
“Configure procurement: approved suppliers, purchase requests with amount, supplier and department, approval by the department lead, and a second approval by finance above €5,000. Keep every decision and its reason on the request.”
Copy the instruction, change the names and dates, and send it to Maxima in your workspace. Nothing is set up until you do. Maxima works within the role you've given it: some of this already exists, some needs an elevated role, and connections or custom development are called out in its plan.