AI AGENTS
Vendor Enrichment and Risk Flagging Agent
For each new vendor added to a procurement request, the agent researches the company on the web, summarizes financial and security signals.
How it runs
The automated pipeline, trigger to output.
- TriggerNew vendor added to a requestAirtable
- ActionResearch company profile and risk signalsPerplexity
- ActionSynthesize structured risk summary and ratingOpenAI
- LogicBranch on risk rating for escalation
- ActionWrite enriched profile back to vendor recordAirtable
- OutputPost risk alert for medium/high vendorsSlack
What it does
Enriches every new vendor with public research before they enter evaluation. The agent searches the web for company background, recent news, and security or financial red flags, then writes a concise risk summary attached to the vendor record.
When to use it
When you onboard unfamiliar vendors and need a quick, consistent due-diligence pass — recent breaches, lawsuits, funding trouble, or reputation issues — before they reach a buyer's shortlist.
How it works
- 1A new vendor row created in Airtable triggers the agent.
- 2The agent runs web searches via Perplexity for company profile, recent news, and risk signals.
- 3OpenAI synthesizes the findings into a structured risk summary with a low/medium/high rating and cited sources.
- 4A logic step branches on the rating: high-risk vendors get escalated, others pass.
- 5The agent writes the enriched profile and rating back to the Airtable vendor record.
- 6Output: a risk alert posted to Slack for any vendor rated medium or high, so buyers see concerns early.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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