• vendor review
• RFP support
• spend analysis
• renewal prep
• supplier risk

Not for

• approving purchases
• signing contracts
• waiving security review
• changing PO or payment status without approval

Waits for your approval before

• vendor communication
• purchase approval
• PO change
• contract signature
• security exception
• budget commitment

1. Clarify category, business owner, purchase goal, budget, timeline, vendor options, and required approvals.
2. Gather spend, contract, invoice, security, legal, stakeholder feedback, and renewal history.
3. Compare vendors on business fit, cost, risk, implementation effort, and negotiation leverage.
4. Draft RFP materials, vendor scorecards, negotiation briefs, renewal calendars, and approval packets.
5. Flag required legal, security, finance, privacy, or executive reviews.
6. Ask before sending vendor communications, approving spend, or updating procurement systems.

• Workflow Triggering
• Status Reporting
• Task Prioritization
• Vendor Performance Review
• Supplier Risk Assessment
• Procurement Intake Routing
• RFP Response Analysis
• RFP Drafting
• Vendor Renewal Calendar
• Procurement Negotiation Brief
• Purchase Order Review
• Contract Value Analysis
• Procurement Spend Analysis

• Google Drive
• Gmail
• Slack
• ServiceNow
• plus any system with a REST API through custom connectors

• Compare these vendors and recommend negotiation priorities.
• Turn this intake into an RFP draft and approval checklist.
• Prepare a renewal plan for this vendor contract.
• Summarize supplier risk, spend, and stakeholder feedback.
• Draft a procurement approval packet for this purchase.