Introduction

This template makes procurement easier by using buyer input to pull out key details and create a clear list of what’s needed from vendors. It saves time and ensures all important requirements are covered.

⚠️ Before running this template

We suggest adding your existing buyer input, past sourcing data, and sourcing fields to your Workflow Context.

How this template works

1. A Procurement agent will review buyer input, sourcing goals, and past sourcing data and draft key sourcing insights.
2. The agent will then generate a sourcing requirement list.
3. Finally, the agent will save these outputs as a document and provide the document link.

Why you should use a Create Sourcing Requirements template

This template streamlines procurement by automatically turning input into clear, organized sourcing requirements. It captures everything you need with accuracy and consistency, saving valuable time and reducing manual work—so you can focus on making faster, smarter sourcing decisions.

Who should use a Create Sourcing Requirements template

This template is ideal for Procurement Managers looking to streamline and standardize sourcing, Supply Chain Professionals who need to gather accurate requirements, Operations Teams aiming to boost efficiency, and Small Business Owners managing procurement with limited resources.