AI AGENTS
Intake-Form-Driven Vendor Matrix to Airtable
When a procurement intake row is created in Airtable, an agent researches the named category against the stated criteria and writes one scored vendor row per finding back…
How it runs
The automated pipeline, trigger to output.
- TriggerNew procurement intake record created in AirtableAirtable
- ActionFan out research across Exa and BraveExa
- ActionScore vendors against criteria with sourcesOpenAI
- LogicDrop vendors missing a hard requirement
- OutputWrite one scored vendor row per finding to AirtableAirtable
What it does
A buyer fills out an intake form that lands as a new Airtable record (category, budget, must-haves). The agent reads that record, researches matching vendors, scores each against the buyer's criteria, and writes a row per vendor into a linked Airtable table — each row carrying scores and a source-links field.
When to use it
When procurement runs through a structured intake and you want every request to auto-populate a comparable, filterable vendor list. Ideal for teams that already manage sourcing pipelines in Airtable and need apples-to-apples scoring.
How it works
- 1A new record in the Airtable intake table triggers the run.
- 2The agent reads the category, budget, and must-have fields.
- 3It fans out queries to Exa and Brave Search and gathers candidate vendors.
- 4An OpenAI step scores each vendor against the criteria and collects source URLs.
- 5A filter drops vendors that miss a hard requirement.
- 6The agent writes one scored, sourced row per surviving vendor into the linked Airtable table.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect ExaNeural search across the web.
- 3Connect Brave SearchWeb, news, image, video search.
- 4Connect OpenAIModels, embeddings, files.
- 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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