Create a requisition in Coupa from an approved request
Automatically create a Coupa requisition from an approved request in Slack with Stepwork. Enter the supplier, line items, cost center, and justification.
- Use case
- Helpdesk & requestsProcurement
- Best for
- Procurement Analyst, Buyer
- Applications used
Coupa
Slack
- Business outcome
- Time savings
The problem
Approved at intake. Typed into Coupa again.
An intake request clears approval, then procurement re-keys it into Coupa: the supplier, every line item, the cost center, and the justification.
The requester waits while the copy sits in a queue. Re-keyed lines drift from what was approved, and the purchase order that follows inherits every mistake.
The outcome
Approved intake reaches the PO stage without re-keying
Stepwork creates the requisition in Coupa from the approved intake. The run records who asked, which approval it came from, and the requisition it created.
- The request names the approved intake.
- A line total that differs from the approved amount stops the run.
- The Slack reply includes the requisition number.
The process
From approved intake to a Coupa requisition
Procurement posts the approved intake in Slack. Stepwork enters the requisition in Coupa, in the same order every time.
- Step 1
Request it in Slack
A buyer posts the approved intake request in the procurement channel. That message starts the flow, and Stepwork records who asked and when.
- Step 2
Start a requisition
Stepwork signs in to Coupa and starts a new requisition for the supplier on the intake. If the supplier is not in Coupa, the run stops.
- Step 3
Enter lines and coding
Stepwork adds each line item with the cost center and the justification. If the line total does not match the approved amount, the run stops before submitting.
- Step 4
Confirm and reply in Slack
Stepwork submits the requisition and checks it against the intake, then posts the requisition number back in Slack.
Why Stepwork
What was approved is what gets requested
A deterministic agent runs the requisition path you recorded in Coupa. Lines and coding come from the approved intake, not from someone re-keying it a day later.
Similar use cases
Similar use cases
Create a Zip intake request from SlackCreates the purchase request in Zip with vendor, amount, category, and business justification from the requester's details.
Create a purchase order in NetSuite from an approved requestCreates the PO in NetSuite with vendor, lines, cost coding, and delivery terms from the approved purchase request.- Update a supplier record in Coupa from an approved changeApplies approved supplier record changes — banking, contacts, payment terms — with the change reason documented.
FAQ