How To Automate Purchase Requisition in 9 Steps

What is the Purchase Requisition Automation Process

Purchase requisition automation is the use of digital tools to streamline how employees request the purchase of goods or services. Instead of manually filling out forms or sending emails, automation routes requisition requests through predefined workflows for approval and tracking. For example, when a team needs office supplies, they can submit a digital requisition that automatically goes to their manager and procurement for approval. Without automation, the process is often slow, error-prone, and lacks visibility—leading to missed approvals, duplicate orders, or budget overruns. Automating purchase requisitions ensures faster approvals, clearer audit trails, and better control over organizational spending.

How to Automate Purchase Requisition Process

Automating the purchase requisition process is simpler than ever—and it's a game-changer for organizations looking to boost procurement efficiency and control costs. Instead of relying on manual emails, spreadsheets, or paper forms, automation helps standardize requests, approvals, and documentation in just a few clicks. Whether you're managing office supplies or high-value equipment, automating this workflow ensures every requisition follows a clear, auditable path. 

In this section, we’ll walk you through how to automate your purchase requisition process using FlowForma Copilot, helping you eliminate bottlenecks, reduce errors, and speed up approvals—so your teams get what they need, when they need it.

1. With FlowForma Copilot, creating a structured purchase requisition automation process is effortless. Provide a text prompt, upload a form or flow diagram, or use voice input to get started!
   
   
2. FlowForma Copilot automatically structures your purchase requisition automation process using steps, questions, and rules at lightning speed.
   
   
3. Review your purchase requisition automation process, and once satisfied, click “Build” to bring it to life.
   
   
4. Open each section to review the questions and rules suggested by Copilot. Click here to define the conditions dynamically to fit your requirements.
   
   
5. Once done defining, click "OK"
   
   
6. Define the actions that should take place when they are met. Click “Save” to apply your logic.
   
   
7. After customizing your purchase requisition process with rules and automation, click “Save” to securely store all changes.
   
   
8. Click “Test Form” to preview how your process functions in a real-world scenario.
   
   
9. At the top, you'll see the entire purchase requisition automation process is seamlessly structured in minutes with FlowForma Copilot! Thanks to smart rules and automation, your purchase requisition automation process is now fully optimized and ready to deploy — effortlessly transforming the way you work!

Conclusion

To sum up, purchase requisition automation streamlines the way organizations request, approve, and track purchases by replacing outdated manual methods with smart digital workflows. In this article, we explained how to automate the purchase requisition process using FlowForma Copilot—from capturing requests and setting approval rules to testing and deploying a fully functional workflow in minutes. The result? Faster approvals, fewer errors, and complete transparency in procurement operations.

If you’re still relying on spreadsheets or email chains, now is the time to modernize. Start by identifying your current bottlenecks, then use FlowForma to build a requisition workflow that fits your exact needs—no coding or IT dependency required.

FlowForma’s no-code automation platform empowers teams to digitize procurement processes quickly and confidently. Try FlowForma today and transform your purchase requisition process—faster, smarter, and entirely on your terms.