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Why Procurement Needs More Than Automation: Choosing Agent PO Over Zapier

December 16, 2024
6 min read
Author:
Kevin Musprett
Head of Growth at Kavida.ai
Author:
Kevin Musprett
Head of Growth at Kavida.ai

Automation isn’t just a convenience anymore—it’s a necessity. Procurement teams, in particular, are under growing pressure to streamline operations, cut costs, and drive strategic value. The tools they choose can make or break their ability to meet these demands.

Automation platforms like Zapier have long been a go-to option for simplifying repetitive tasks. But as procurement processes become more complex, businesses need more than basic task automation. They need solutions that can adapt, analyze, and deliver actionable insights. This is where Kavida’s Agent PO redefines what’s possible, offering not just automation, but intelligence and now with our newest launch – a workforce of specialized agents too!

In this article, we’ll explore the evolution from automation to AI agents, why agents are better suited for procurement challenges, and why domain-specific solutions like Kavida are the clear choice for procurement teams.

The Power (and Limitations) of Automation Platforms

Automation platforms have transformed how businesses handle routine tasks. They connect apps, trigger actions, and keep workflows running smoothly—saving teams time and effort. Tools like Zapier have become household names for their simplicity and versatility.

  • Zapier connects thousands of apps, automating workflows like sending email alerts, updating spreadsheets, or syncing CRM data.
  • It’s a general-purpose tool, ideal for tasks across marketing, HR, and sales.

However, when it comes to procurement—a field filled with dynamic, interdependent processes—automation platforms show their limits. While they simplify routine tasks, they lack the depth and adaptability to handle complexities like supplier risks, purchase order management, and compliance tracking.

Key Differences Between Agent PO and Zapier

Feature

Agent PO

Zapier

Purpose

Specifically designed for procurement

General-purpose workflow automation

Procurement Focus

Tailored capabilities for managing POs, RFQs, supplier risks, and compliance

Limited procurement-specific capabilities, requiring manual setup and external expertise

ERP Integration

Deep integration with ERP systems, enabling real-time data querying and workflow automation

Basic integrations reliant on API connections without procurement-specific context

Automation Complexity

Handles end-to-end procurement workflows, including document validation and risk assessment

Automates simple, repetitive tasks across apps but struggles with complex, contextual processes

Risk Management

Proactively monitors supplier performance and external risks, offering actionable insights

Lacks risk-specific tools or procurement intelligence

Scalability

Scales seamlessly for global procurement operations

Requires significant customization and may become inefficient with highly complex workflows

Data Centralization

Consolidates procurement data into actionable insights

Relies on connecting disparate systems, often leading to fragmented data

Ease of Use

Designed for procurement professionals with minimal technical setup required

Requires technical knowledge to configure workflows for procurement

Insights

Provides actionable, procurement-specific insights based on historical and real-time data

Offers generic automations without delivering actionable insights

Cost Efficiency

Directly reduces procurement costs by optimizing workflows, payments, and supplier relationships

Helps reduce manual effort but lacks cost-specific procurement benefits

What Are AI Agents, and How Do They Work?

AI agents take automation to the next level. They don’t just follow predefined workflows—they think, adapt, and learn. Imagine having a tool that not only automates your tasks but also understands the context behind them, anticipates issues, and suggests solutions. That’s the power of AI agents.

Here’s what sets AI agents apart from traditional automation:

  1. Context Awareness: AI agents can analyze real-time data and adjust their actions based on dynamic factors.
  2. Learning Over Time: They improve with use, analyzing historical data to refine their processes.
  3. Proactive Problem-Solving: Unlike automation tools that react to triggers, AI agents predict potential issues—like supplier delays—and recommend solutions.
  4. Collaboration Across Systems: AI agents integrate with multiple systems, ensuring seamless and interconnected workflows.

     

The Advantage of Domain-Specific AI Agents

Generic AI agents and automation ai platforms are built to solve broad, general-purpose problems. While versatile, they often fall short in specialized fields like procurement, where domain expertise is critical.

Domain-specific AI agents, like Kavida’s Agent PO, are designed with deep knowledge of procurement challenges:

  • Tailored Insights: They focus on procurement-specific issues like supplier risks, payment terms, and compliance.
  • Deep ERP Integration: Instead of basic API connections, these agents integrate directly with ERP systems, enabling real-time data access and natural language queries.
  • Customized Risk Management: They assess supplier performance and external risks, offering actionable recommendations tailored to supply chain needs.
  • Streamlined Workflows: They automate procurement-specific processes such as purchase order validation, three-way matching (POs, invoices, and goods received notes), and supplier communication.

Build Your Own Agent With Agent Workforce

Kavida’s Agent PO and Agent Workforce redefine procurement by combining automation with intelligence. These tools manage complexity, adapt to changing scenarios, and optimize operations seamlessly.

Why Choose Agent Workforce?

Unlike basic automation tools, AI agents:

  • Make Smarter Decisions: Analyze data and adapt in real time.
  • Manage End-to-End Workflows: From RFQs to supplier negotiations.
  • Solve Problems Proactively: Address issues before they escalate.
  • Scale Effortlessly: Handle global operations with ease.

     

With Agent Workforce, teams can:

  • Automate procurement-specific tasks. Eg: supplier management and shipment tracking 
  • Integrate deeply with ERP systems for actionable insights.
  • Customize workflows without needing technical expertise.

Pick from a variety of premade agents or design your own custom AI agent

Choose from a library of ready-made agents tailored to common roles, or create a completely customized agent that aligns with your specific needs. Define the role, objectives, and any unique requirements—just like having a conversation with someone on your team

Choose your agent’s role

Select from suggested roles designed to meet various goals, or guide your agent by specifying exactly what you need it to do. Think of it as briefing a trusted assistant who’s ready to adapt to your preferences.

Tailored automations, built just for you

Your personalized automations will be crafted and presented for your review. Pick and choose the ones you want, and decide if they should run autonomously or with your oversight. For semi-automated workflows, everything will be prepped and ready, awaiting your final approval before taking action.

Your agent, your way

Congratulations! Your custom AI agent is now set up and ready to assist you. Whether it’s fully automated or semi-automated, your agent will streamline tasks and deliver results based on your preferences.

Manage multiple agents in one place

Create as many agents as you need and enjoy centralized access to monitor and control all of them from a single dashboard. Keep your entire procurement AI workforce organized and working efficiently, all in one place.

The Ultimate Guide to Procuring Generative AI for Your Manufacturing Company
Author:
Kevin Musprett
Head of Growth at Kavida.ai

Kevin drives GTM at Kavida, an AI agent used by manufacturing purchasing teams so they never miss a critical order from suppliers. Kevin dedicates himself to building and scaling kavida.ai to become the PO management platform of choice for an addressable market of over 15 million users.