Role-Based Programme
RB0820

Make.com for Procurement & Vendor Management

Automate Supplier Workflows, Approvals & Vendor Operations

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in using Make.com to automate procurement and vendor-management workflows.
  • Create connected workflows for purchase requests, supplier onboarding, quotation processing, approvals, purchase-order coordination, and vendor follow-ups.
  • Apply routers, filters, webhooks, and integrations to automate procurement decisions and cross-system handoffs.
  • Use AI-assisted workflows to classify supplier information, summarise quotations, extract key details, and support vendor analysis.
  • Apply approval controls, exception handling, data validation, and human oversight to procurement automation.

Tools covered

Make.com Scenario BuilderTriggers & ActionsRoutersFiltersWebhooksData StoresApplication IntegrationsHTTP/API ConnectionsMake AI Agents

Who should attend

  • Procurement Managers
  • Procurement Executives
  • Strategic Sourcing Professionals
  • Purchase Managers
  • Purchasing Professionals
  • Vendor Management Professionals
  • Supplier Relationship Managers
  • Category Managers
  • Sourcing Specialists
  • Procurement Operations Professionals
  • Contract Coordination Professionals
  • Procure-to-Pay Professionals

Prerequisites & Participant Readiness

  • Basic understanding of procurement or vendor-management activities
  • Familiarity with purchase requests, suppliers, quotations, approvals, or purchase orders
  • Basic awareness of ERP, spreadsheets, email, procurement, or collaboration applications
  • No programming expertise required
  • Basic understanding of workflow logic is helpful
  • No previous Make.com experience required

TOC Modules

Concepts
  • Understanding scenarios, modules, triggers, actions, and scenario execution
  • Identifying procurement activities suitable for workflow automation
  • Understanding manual processes versus connected automated workflows
  • Recognising sourcing and commercial decisions that should remain human-led
Practical activities
  • Exploring the Make.com Scenario Builder using a procurement workflow
  • Building and executing a basic Request → Action → Notification scenario
  • Reviewing scenario execution and transferred data

Scenarios

Purchase Request to Approved Supplier Action

Purchase Request → Make.com → Validation → Category / Value Routing → Approval → Supplier / Procurement Action → Status Update → Stakeholder Notification

Participants automate a purchase-requisition workflow that routes requests according to business rules, coordinates approvals, and keeps relevant stakeholders informed.

Supplier Quotations to Procurement Review

Supplier Quotations → Make.com → Data Extraction → AI-Assisted Summary → Commercial Comparison → Procurement Review → Supplier Decision → Follow-Up Workflow

Participants consolidate multiple supplier responses, use automation and AI to prepare structured comparison inputs, and retain final supplier evaluation and commercial decisions with procurement professionals.

*Make.com currently supports scenario routing with routers and filters, webhook-triggered workflows, and Make AI Agents that can process incoming data and use connected workflow tools.* ([help.make.com][1])

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