Skills and playbooks supported by the Procurement AI Agent

The native capabilities of the Payhawk Procurement AI Agent are delivered as skills and playbooks, which can be run through AI chat.

A skill is a single, self-contained task; it performs one task from start to finish, such as looking something up, raising a purchase request, or matching an invoice to a request.

A playbook is like a recipe. It chains several skills into an end-to-end workflow that reaches a single goal, such as running an intake request or matching an order three ways before it is paid.

Apart from the skills and playbooks Payhawk provides out of the box, you can build your own custom playbooks tailored to how your organization works.

Skills

The following table lists the skills the Procurement AI Agent supports, grouped by area.

A few skills, such as finding a person or asking how Payhawk works, are shared across every agent and the Procurement AI Agent can run them too.

Skill	What it does
Requests & purchase orders
Raise a purchase request	Turns a plain-language need into a request of the right type and submits it once you confirm.
Where is my request?	Your requests, the stage each is at, who still has to approve and the latest comments.
Pre-fill a request from a quote or link	Reads an uploaded document or a pasted URL and extracts the items, prices and supplier.
Recall my request to change it	Pulls a pending request back so you can edit and resubmit it.
Request details, receipt notes and invoices	One request with its line items, goods received notes and matched invoices.
Filtered request search	Requests by lifecycle status or supplier, with amounts and invoiced state.
Attach a document to my request	Adds a quote, spec, order confirmation or invoice to a request, or removes one.
View documents on a request	The quotes, specs, confirmations and invoices attached to a request, inline.
Comment on a request	Posts a comment on a request and reads the thread back.
Complete the review of a request	Marks the review done so the request moves on to approval.
Edit a request under review	Fixes fields, categorisation and the supplier before a request goes to approval.
Close, reopen or return an open request	Closes a received and invoiced request, reopens a closed one, or returns it for review.
Chase requesters on their requests	Posts one comment tagging the requesters, on up to 25 requests at once.
Requests missing documents	Document-required requests with nothing attached, as a close blocker.
Record a receipt note	Confirms delivery of the items so the request can move to invoicing.
Link an invoice to a request	Attaches an incoming bill to its request so matching can run.
Bills and spend against a request or supplier	Expenses filtered by request or supplier, with due dates and paid state.
Choose the entity for a request	For people in several entities, picks the account a request is raised in.
Discard a draft request	Deletes a draft request after explicit confirmation.
Follow up on a request notification	Explains what happened when a request is returned, rejected, approved or commented on, and offers the next step.
Suppliers & subscriptions
Find a supplier	Searches active and archived suppliers by name, with tax id, country and which entities they exist in.
Supplier details and coding defaults	One supplier with its history, contacts and default category, tax and custom-field coding.
Create, update or archive suppliers	Creates a supplier, edits it, archives or reactivates up to a hundred at once, or sets the coding defaults.
Confirm and tidy the subscription register	Recurring charges with cadence and run rate: confirms detected ones, dismisses false positives, consolidates duplicates.
Approvals & attention
List requests awaiting my approval	The purchase requests pending on you, across the entities you cover.
Approve, reject or return a request	Summarizes the request, then approves, rejects with a reason or returns it for changes.
Budgets
Committed amounts per budget	Purchase-order commitments against each budget, next to forecast and utilized.
Spend insights & reporting
Questions about supplier and request spend	Totals, trends and breakdowns by supplier or request, with a note on how fresh the data is.

Playbooks

The following table lists the playbooks the Procurement AI Agent supports, grouped by area.

Playbook	What it does
Requests & purchase orders
Request software, hardware or services	Starts a request of one configured type with that type preselected, then runs the intake in chat.
Suppliers & subscriptions
Supplier spend profile	One supplier's twelve-month spend and trend, plus open commitments, unpaid bills and recurring charges.
Supplier deduplication	Finds duplicate supplier records, re-points what it can, carries the coding defaults across and archives the rest.