Vendor document follow-up automation
Automate vendor-document follow-ups before expired paperwork blocks work.
Keep COIs, licenses, and subcontractor documents moving without manually sending every reminder.
Approved automationNo vendor loginsHuman review
Controlled automation
Messages will be delivered exactly according to the schedule and templates approved by your team.
No login required
Every request includes a secure and unique link that allows vendors to upload files quickly.
Final approval is in your hands
Submitted files will always go through verification. No document will be approved without your knowledge.
Document control automation
Never let an important document expire unnoticed again.
The system continuously tracks deadlines, sends approved reminders and routes collected files to the right people. Your team will spot any risk before it becomes a real issue.
Active monitoring
Document verified
Next check in 30 days
We do not replace human decisions. We simply automate all the repetitive work around them.
Automated document workflow
From detecting a missing file to a fully verified document
Our system tracks upcoming deadlines, contacts vendors independently and manages files at every stage. Your team will step in only when a final decision is required.
01
Detect
The system monitors expiry dates, missing documents, and unanswered vendor requests.
02
Request
The system automatically sends an approved request for the current document.
03
Follow up
Scheduled reminders continue until the file is received.
04
Receive
The vendor submits the document through a secure link without signing in.
05
Verify
The received file enters a manual review queue and is never approved automatically.
06
Escalate
The system alerts the owner only about overdue, risky, or unresolved exceptions.
Final approval will always remain in human hands. Every submitted file requires verification and will never be approved automatically.
Automated document reminders
Keep vendor documents moving without manually chasing every single email.
Send requests, collect files, review submissions and escalate only the exceptions. Every document will keep a clear owner, strict deadline and complete audit trail.
Your team will review key decisions. The system will handle all reminders.
Requests and reminders will run automatically
Vendors will receive the exact message and secure upload link at the perfect time.
Uploads will stop the chase
Once a file is submitted, all reminders will pause and the document will move straight to review.
Only exceptions will reach your team
Missing, rejected and expired records will stay highly visible until someone resolves them completely.
01Request
Send the correct request
02Collect
Vendor will upload securely
03Verify
Review the submission
04Escalate
Route any unresolved risk
6 topics covered
Questions teams ask before automating follow-up.
Clear answers on automation scope, vendor access, and how pilots usually start.
Need a walkthrough for your workflow?
Apply for an automation pilotYes, but only according to the cadence and templates your team approves. You can pause a sequence or require manual approval before messages go out.
Stop treating vendor document management as a memory test.
Launch an automated workflow for your current vendor list and see how much time your team will save on daily communication.
Join early access