Summarize Negotiation Approval Attachments with Generative AI

Category managers often attach supporting documents when submitting a negotiation for approval. This often includes the negotiation PDF, and other information to justify the need for the negotiation event.

However, it can be time consuming for approvers to drill down on each attachment to review it. With generative AI, you can improve efficiency for approvers, and reduce approval cycle times by providing attachment summaries in the notifications.

Generative AI analyzes the document content to create a summary and extracts key information and crucial details.

Negotiation approvers can review the autogenerated attachment summaries on the approval notification. Summaries are generated for attached files in the Overview section of the negotiation with the category, To Negotiation Approver. Attachment summaries are displayed in worklist and email notifications for negotiation approvals.

Negotiation Approval Notification with Gen AI Attachment Summaries

Negotiation Approval Notification with Gen AI Attachment Summaries

This significantly expedites the review process and enhances approval cycle times for negotiation approvals. This reduces the need for approvers to open and review each attachment in detail, thereby easing their workload and improving efficiency.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement

You can enable the feature with opt in, Summarize Negotiation Approval Attachments with Generative AI.

Optin page

Optin page

Tips And Considerations

  • Attachment file formats currently supported for summarization are PDF and text. Support for other file formats is planned in future updates.
  • Attachments of type: URL or text aren't summarized.
  • Attachments categorized as Internal to Sourcing, Miscellaneous, To Buyer, To Payables, To Receiver, and To Suppliers aren't summarized as they aren't included in the approval notification.
  • Summaries are generated only in English regardless of the language of the file attachment.
  • Attachment summaries are generated by artificial intelligence and may contain inaccuracies.
  • In this release, the negotiation PDF which is autogenerated and attached by the application can’t be summarized. But it can be uploaded manually and summary will be generated.

Key Resources