Vendor management

Performance & contract tracking

Business OperationsOperationsRiskServiceNow, NetSuite, Box
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How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Joins contract and performance data

Tracks vendor performance against contract

Scores vendors and flags risk

Flags renewals, SLAs, and risk

Opens the review

Drafts the review and the action

Works inServiceNow, NetSuite, Box

What it does

  • Tracks vendor performance against contract
  • Flags renewals, SLAs, and risk
  • Drafts the review and the action

Connects to

ServiceNow

Open, correlate, and resolve incidents and requests.

NetSuite

Pull financials and post entries with approvals.

Box

Read, classify, and file documents with retention rules.

Related agents

All Business Operations agents
Business Operations

Compliance

Policy monitoring & audit prep

ServiceNow, Box, Workday
Industrials

Supply chain

Vendor risk & procurement

SAP, NetSuite, ServiceNow

More in Business Operations

All Business Operations agents
Business Operations

Data analysis

Cross-functional insights

Snowflake, Tableau, Looker
Business Operations

Knowledge management

Capture & surface tribal knowledge

Notion, Confluence, Slack
Business Operations

Process documentation

SOPs & workflow mapping

Notion, Confluence, Box

Works in the same systems

All agents on these systems
Legal

Entity management

Subsidiaries kept in good standing, filings on time

Box, NetSuite, ServiceNow
Legal

Outside counsel invoice review

Law firm invoices checked against the billing guidelines

NetSuite, Box, ServiceNow
Public Sector

Audit finding follow-up

Audit recommendations tracked until they are closed

ServiceNow, Box, SharePoint

Templates that connect to the same systems

All templates on these systems
Finance

Board pack desk

Assembles the monthly numbers, charts and commentary into the board pack.

NetSuite, QuickBooks, Snowflake
Sales and customers

Customer proof desk

Turns call notes into case studies and proof points, with quotes kept word for word.

Box, Notion, Google Drive
Operations

Office ops desk

Tracks shipments, facilities issues and team dates, then writes the weekly digest.

Slack, ServiceNow, Asana

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.

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