Meredith and her team decided to redesign how their procurement work flowed. Instead of chasing requests and filling out forms by hand, they used Levelpath’s AI-native platform to automate and simplify.

They began by interviewing stakeholders within the business to uncover the most common points of confusion. Then, using no-code tools, they built workflows that reflected real needs. They launched quickly, learned from feedback, and added automation where it mattered most.

Four AI Agents now support their day-to-day work in:

Due Diligence: Replaces manual spreadsheets by checking supplier data against company policies.
Contract Review: Flags deviations in third-party language. “Reviewing a contract used to take forty-five minutes, an hour, sometimes more,” Meredith said. “Now it is done at a simple click of a button, and it has helped us build credibility with our legal team.”

Contract Approval Form: Pre-populates terms, values, and cost-center data. “At the click of a button, the agent pre-populates all that information, and we are able to copy and paste the output into our contract approval form,” Meredith explained.

Executive Summary: Produces concise summaries for leaders, helping decisions happen quickly.

The Results: Faster, Clearer, More Trusted

The impact was immediate. Project output doubled. Misrouted requests disappeared. Stakeholders gained visibility into every step of the process.

Most importantly, procurement’s reputation improved. “We’ve seen very drastic changes through the rollout of Levelpath,” Meredith said. “The process is clear and timely, and stakeholders trust us more because they see what is happening at every step.”

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