Use Make to refresh material costs and draft POs
A Make.com workflow checked payables each night and kept estimating formulas updated with the latest material prices.
- What they did
- They set up a Make.com automation to handle purchase-order work and related bookkeeping. Each night, it reviewed outstanding payables on its own and pulled the newest paid prices for materials like deck boards and nails, then fed those figures into estimating formulas in real time.
- How it went
- Their estimating numbers stayed up to date during Covid, even as material prices changed week by week and month by month.
- Tips
- Keep the workflow in draft mode for anything that would commit money or contact a supplier. It also helps to separate the nightly payable check from the price-update step so you can review both before anything is sent.
Try it yourself with Make
Set up a Make.com scenario for [business name] that runs every night. Pull the latest paid material prices from [source] for items such as [materials], update my estimating sheet or formulas in [sheet name], and draft purchase orders for any needed items. Also check unpaid payables in [accounting tool] due within [number] days and send me a summary. Stop and ask for my approval before you send, submit, delete, or pay anything, and wait for confirmation before taking those actions.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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