AI AGENTS
Vendor Demo Booker with Live Session Summary
An agent finds the best-fit vendors for a buying need, books their live demo or trial sessions in a browser, then writes a structured comparison summary to Coda.
How it runs
The automated pipeline, trigger to output.
- TriggerChairman submits buying need + constraints via chat
- ActionSearch candidate vendors and reviews with ExaExa
- LogicScore candidates against constraints, pick shortlist (OpenAI)OpenAI
- ActionBook demo/trial in browser for each shortlisted vendorBrowserbase
- OutputWrite comparison brief + booking status to CodaCoda
What it does
Given a buying need (e.g. 'a SOC2-ready ticketing tool under $40/seat'), the agent researches candidate vendors, opens each vendor's site in a real browser to book a live demo or self-serve trial, and produces a side-by-side comparison brief in Coda.
When to use it
Use it when you're starting a software purchase and want demos lined up plus a structured shortlist instead of a dozen open tabs. Best for ops, IT, or procurement leads evaluating 3-6 vendors against fixed criteria.
How it works
- 1You submit the buying need and constraints via chat to the CEO agent.
- 2The agent runs Exa neural search to surface candidate vendors and recent reviews.
- 3It uses OpenAI to score each candidate against your stated constraints and pick a shortlist.
- 4For each shortlisted vendor, Browserbase drives a headless browser to complete the demo-request or trial-signup form.
- 5The agent compiles pricing, fit, and booking status into a comparison doc written to Coda for your team to act on.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect BrowserbaseHeadless browsers, sessions, replays.
- 4Connect CodaDocs, packs, automations.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.