Patricia works your Coupa.
Ask her in Slack. She reads the spend, tracks the purchase orders, and tells you what is waiting on approval, but she never approves it for you.
@Pati what's our spend looking like this month, and is anything stuck waiting on me?
Committed spend is $38,600 across 14 open purchase orders. Two things need eyes:
- Software: $11,200, up 24% on last month, one new subscription PO is driving it
- Two requisitions have been sitting in your approval queue for 4 days
- One invoice is flagged as a duplicate of PO-2288. Want the requisition details and the duplicate pulled up? I will not approve or abandon anything without your yes.
Show me the two requisitions and the duplicate.
Here are both requisitions with requester, amount, and line items, plus the invoice that matches PO-2288. Nothing is approved or abandoned. Say the word on each and it waits for your explicit yes.
Patricia + Coupa
What she does in Coupa.
Real actions she takes on your say-so, not a list of API endpoints.
Read spend on demand
Committed spend by category, account, and supplier pulled and answered in the channel, so you know where the budget is going without opening Coupa.
Track purchase orders
Which POs are open, closed, or changed, and what each one is against, surfaced in Slack so nothing about an order is a surprise at invoice time.
Flag what is waiting on approval
Requisitions and invoices sitting in an approval queue, surfaced with the requester and the amount, so nothing stalls the team because it slipped past you.
Catch duplicate and off-policy invoices
Invoices that look like a duplicate of an existing PO, or that fall outside the account they should hit, flagged with the numbers before they get paid.
Add context without moving the chain
She posts comments and attaches supporting files to a PO, requisition, or invoice so the approver has what they need, without pushing anything through.
Keep approvals locked behind your yes
Approving a purchase order, moving a requisition forward, or abandoning an invoice is drafted and shown to you first. Nothing that commits or cancels spend happens until you say yes in Slack.
Say it like you'd say it
Things to ask her on day one.
What's our committed spend this month by category?
Which requisitions are waiting on my approval, and for how long?
Show me every open purchase order over $10,000
Is this invoice a duplicate of an existing PO?
Pull the details on the two requisitions in my queue before I approve them
Better together
Coupa is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Coupa, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Coupa
One connection reaches the instance you name. She gets only the access you approve, and you can disconnect her anytime.
Coupa connected
Ask
Mention @Pati with the question. Reading spend and PO status happens on its own; approving anything waits for your yes.
@Pati What's our committed spend this month by category?
On it.
FAQ
Coupa questions, answered.
What can Patricia actually do in Coupa?
She reads spend, accounts, purchase orders, requisitions, and invoices, flags what is waiting on approval and what looks like a duplicate, and adds comments or attachments for context. Reads are instant; approving a PO or moving a requisition waits for approval.
Will she approve a purchase order or submit a requisition on her own?
No. Approving a purchase order, moving a requisition forward, or abandoning an invoice is drafted and shown to you in Slack first, and happens only after your explicit yes. Reading spend and tracking PO status run on their own.
What access does she need?
She connects with the access you approve, the same way other approved tools do, and only sees the Coupa instance you connect. Disconnecting takes one click.
We run procurement across several clients. Does that stay separate?
Yes, that is the setup she expects at an agency. Connect what you want her in and each client's spend and orders stay walled off from the rest.
What does the Coupa integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.