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AI Workflows & Agents

Build the analyst you wish you could hire, once. It works every week.

No-code multi-step automations anyone can build, six specialist playbook agents plus your own custom ones, ten inbox agents you reach by email, and thirty background jobs that run while you sleep. The operating layer of the platform, not a bolt-on chatbot.

5 + 8
triggers and step types to chain any workflow
10
inbox agents you reach from your own email
30
background jobs running while you sleep
app.vendorbenchmark.com/workflows/builder
No-code workflow builder chaining triggers, AI steps, conditions, and notifications
Five triggers, eight step types, ten templates. Build once, save time every week.
The problem

The valuable vendor work is repetitive: summarize every new contract, screen every upload for risky terms, chase every renewal 120 days out. It is exactly the work that never gets done, because doing it by hand is nobody’s favorite Tuesday. So you automate the analyst, not replace the judgment.

How it works

Four ways the AI does the recurring work for you.

From a five-minute automation to a standing team of agents.

Workflow agents
No-code chains anyone can build

Five triggers (manual, on upload, weekly, intake request, email question) and eight step types (AI memo, AI ghostwrite, AI classify, if/then, email reply, email notify, Slack notify, create task). Build "summarize every new contract to Slack" in five minutes.

Specialist agents
Six playbook agents, plus your own

Benchmarking, Contract Flexibility, Legal Terms, License Specialist, Executive Brief, and Talking Points, plus up to six org-defined custom agents with their own prompts, depth, and document access.

Ask by email
Ten inbox agents

Email a question to a private address: proposal price check, risky-terms scan, should-we-buy adviser, executive-summary turnaround, and more. A white-paper answer replies to your inbox.

Background jobs
Thirty jobs that never sleep

Daily digests, weekly anomaly watch, hygiene scans, vendor ecosystem watch, and the Monday morning briefing. You arrive to what changed instead of hunting for it.

The AI underneath

Ten pre-built templates on day one, tuned to your policies later.

Every step that reasons is grounded in your stored data and citation-tagged, and every automation is metered and logged. Switch on a weekly renewal radar the first afternoon, then hand your FinOps team a custom agent that thinks in your own thresholds.

Templates
Start from a working automation
Renewal prep memo, weekly renewal radar, overspend hunt, risky-terms screen on upload, audit-readiness memo, and more. Switch one on, then adjust the triggers and prompts.
Custom agents
A reviewer that thinks in your rules
Up to six org-defined agents with custom system prompts, depth settings, and scoped document access, so the analysis reflects your policies, not a generic template.
What next, everywhere
It always hands you the next move
No result dead-ends: every analysis ends with a What next desk of premade moves built from that page’s own numbers, with Vera-drafted emails and the Send it on forwarder riding along.
Models Claude Opus 5, every job from flagship deliverables to interactive chat and bulk triage Voyage AI + pgvector, semantic search indexed nightly
How it's built

Governed automation, not a black box.

Anyone can build a workflow, and every run stays visible, grounded, and revocable.

1
Triggers wired to the real product

Automations fire on a contract upload, an intake request, an inbound email question, a weekly schedule, or a manual run, so they hook into the events that already happen.

2
Steps that reason and steps that act

AI steps write memos, ghostwrite emails, and classify documents; action steps reply, notify Slack or email, and create tasks. One pass can classify, decide, draft, and route hands-off.

3
Grounded and citation-tagged

Every reasoning step is grounded in your stored contracts, benchmarks, and renewals, so an automated memo is defensible, not a hallucinated summary.

4
Metered, logged, and scoped

Runs are metered and recorded, custom agents get scoped document access, and nothing an agent does happens outside your tenant’s isolation and audit trail.

5
Open at the edges

A REST API, signed webhooks, and an MCP server mean your own AI assistant can query your portfolio and trigger work, so the automation layer is not a silo.

Library of workflow templates and running automations
Ten templates to start from, then tuned to your own triggers and thresholds.
An inbox agent replying with a grounded answer
Ask by email: a grounded, white-paper answer lands back in your inbox.
Time back

Build the recurring analysis once. Reclaim the Tuesday forever.

The jobs that never got done because they were nobody’s favorite task now run themselves, on a schedule, grounded in your data, with the output routed to where the team already works.

Estimate your own hours →
5 min
to build a working automation, no ticket
Weekly
radars and digests that run themselves
Monday
a briefing waiting instead of a hunt
Why nothing else does this

Grounded in your data, built for vendor work, run by anyone.

Generic automation platforms are empty boxes; generic chatbots forget everything. This is domain-built and grounded.

General automation tools
An empty box with no context

A generic workflow tool can move data, but it does not know a renewal from an invoice or what a risky term looks like. These automations reason over your vendor data out of the box.

Standalone AI assistants
No memory, no schedule, no actions

A chat window answers once and forgets. These agents run on triggers, keep context, and take actions: notify, draft, create a task, reply by email.

Hiring another analyst
A salary for repeatable work

The recurring reviews do not need a hire, they need a build-once automation. Keep the humans for judgment, give the machine the Tuesdays.

What it is worth

Business value, and the operational value under it.

One line for the board paper, and the day to day the team actually feels.

Business value
  • The recurring analyst work gets done every week without adding headcount for it.
  • Consistency: the same risky-terms screen and renewal radar run identically every time, so nothing slips because someone was on leave.
  • Earlier catches, uncapped uplifts and missed notice dates surfaced by a job before they compound.
  • An open API and MCP surface so the automation layer extends the systems you already run.
Operational value
  • A five-minute build with no engineering ticket, so the team automates its own toil.
  • Output routed to Slack, email, or a task, where work already happens.
  • Ten templates live on day one, tuned to your thresholds later.
  • A Monday briefing of what changed, instead of a manual sweep across screens.

Automate the analyst, keep the judgment.

Build once. It works every week, grounded in your data.

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