Search Coupa Agent

 Template

Research and provide insights to all Coupa entities

Examples: Automating Coupa Entity Research & Insights with Tonkean

Enterprise procurement and finance teams often face the challenge of accessing, researching, and aggregating data across a wide variety of Coupa entities. From purchase orders and invoices to supplier information and contract details, the manual process of gathering insights from Coupa can be both time-consuming and prone to errors. The Search Coupa Agent template from Tonkean is designed to solve these challenges by automating the research and reporting of all available Coupa entities, empowering operations professionals to make faster, data-driven decisions.

Centralized, Automated Coupa Research

With Tonkean's automation platform, you can deploy the Search Coupa Agent to instantly search, aggregate, and provide insights on any Coupa entity, including:

  • Accounts, Account Types, and Departments
  • Budgets, Projects, and Budget Lines
  • Catalog Items, Suppliers, and Supplier Sites
  • Contracts, Contract Templates, and Contract Types
  • Invoices, Payments, Purchase Orders, and Requisitions
  • Exchange Rates, Currencies, and Payment Terms
  • Custom Objects, Forms, and Responses

This means procurement and finance professionals no longer need to manually log into Coupa, run multiple reports, or cross-reference spreadsheets. Instead, Tonkean orchestrates the entire process, delivering real-time insights directly to your team’s preferred workspace—be it email, Slack, Microsoft Teams, or a custom dashboard.

Real-World Use Cases

  • Supplier Research & Risk Analysis: Instantly pull up-to-date data on supplier performance, risk scores, and payment history by searching across Coupa’s Supplier, Supplier Information, and Risk Aware Feed entities. Tonkean can aggregate this data and trigger alerts or workflows if a supplier’s risk profile changes.
  • Contract Lifecycle Management: Automate the retrieval and analysis of contract details, templates, and renewal dates from Coupa’s Contract and Contract Template entities. Tonkean can notify legal or procurement teams of upcoming renewals or compliance requirements, integrating with tools like Ironclad for seamless contract management.
  • Invoice & Payment Reconciliation: Quickly reconcile invoices, payments, and purchase orders by searching across relevant Coupa entities. Tonkean can automate the matching process, flag discrepancies, and generate summary reports for finance teams.
  • Budget Tracking & Forecasting: Aggregate budget lines, project spend, and department allocations from Coupa to provide real-time budget tracking and forecasting. Tonkean can surface insights and trends, helping finance teams stay ahead of overspending.
  • Custom Reporting & Analytics: Use Tonkean’s no-code process builder to create custom workflows that pull data from any Coupa entity, combine it with information from other systems (like Salesforce or Workday), and deliver actionable insights to stakeholders.

Orchestrating the Entire Procurement Stack

Tonkean’s unique ability to automate your existing tech stack means you can connect Coupa with other critical business systems—without writing a single line of code. For example, you can:

  • Trigger approval workflows in Approval Cycles based on Coupa research results
  • Send automated notifications or reminders to business users via Slack or Teams
  • Integrate with document management tools like DocuSign for contract signatures
  • Surface insights in a custom portal for requesters or approvers

Why Tonkean for Coupa Automation?

Tonkean is trusted by leading enterprises to orchestrate complex procurement and finance processes. By leveraging the Search Coupa Agent template, organizations can:

  • Eliminate manual research and reporting tasks
  • Increase data accuracy and reduce operational risk
  • Accelerate procurement cycles and decision-making
  • Enhance process adoption and compliance
  • Empower operations teams to focus on strategic initiatives

Learn more about how Tonkean is transforming procurement operations in our ProcurementWorks solution or see real-world customer stories in our Customer Showcase.

Get Started

Ready to automate Coupa research and insights? Get started with Tonkean today and empower your operations teams to work smarter, not harder.

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Last Updated
December 26, 2025
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I have seen first-hand the impact that Tonkean can make in transforming complex processes at enterprise scale, resulting in millions of dollars saved from removing time-consuming manual tasks and eliminating other one-off solutions, Empowering an operations team to be innovative while reducing change management is a game changer.
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Mary O'Carroll, former President of CLOC and Head of Legal Operations at Google.
Semrush
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We've taken our cycle time from 19 days to 10. We've dramatically reduced the time it takes to sift through all of these orders that are coming through via email, via Slack and other web forms. It's created all of that efficiency, allowing our teams to do more with a lot less. We're thrilled about having Tonkean in-house.
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Alejandro Fernandez, Head of Global Procurement, Semrush
Cockroach Labs
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“Our relationship with the legal and compliance team has drastically improved. It’s now a trusted partnership. I think that’s been a huge benefit, and something I’m looking forward to is just allowing people to do what they’re hired to do, rather than having to focus on manual tasks.”
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Kevin Stacey, Head of Procurement, Cockroach Labs
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