Custom Automations

Your rules. Our platform. Automated.

Take your automated PO lifecycle further with Custom Automations—no coding, no IT support, just results.

Automation that works the way you do

Through personalized data consultations, SourceDay’s experts analyze your workflows and help map them to scalable automation logic. These automations then execute using customer-specific parameters, no IT lift or coding required.

Replace manual work with intelligent workflows

Custom Automations allow you to automate decisions in SourceDay, built on your data. These workflows replace manual tasks, such as approving routine pricing updates or rejecting out of contract changes. Coupled with our Automated PO Lifecycle, POs are effortlessly updated with approved changes directly in your ERP, keeping your entire team from purchasing to accounts payable on the same page.

Your digital teammate

Think of it as a digital teammate that knows your business rules and never drops the ball.

• Speed up approvals
• Reduce late orders and mismatches
• Keeps the supplier and buyer in the loop
• Free up teams for strategic work

Scalable by design:
Two custom automation plans

SourceDay offers two distinct entry points into Custom Automations.
Choose your starting point and upgrade seamlessly as your needs evolve.