AI AGENTS
On-Demand Vendor Evaluation Matrix from a Chat Prompt
Ask the CEO agent to evaluate a vendor category in plain English and it fans out web searches, reads sources, and returns a sourced comparison matrix as a Notion page.
How it runs
The automated pipeline, trigger to output.
- TriggerOperator asks the agent to evaluate a vendor category
- LogicAgent derives evaluation criteria and search plan
- ActionFan out parallel searches across Exa and BraveExa
- ActionRead sources and synthesize a sourced matrixOpenAI
- LogicFlag any matrix cell missing a citation
- OutputPublish matrix to Notion and return the linkNotion
What it does
You type a request like "compare the top 5 customer data platforms for a 200-person B2B SaaS" and an agent decomposes it into criteria, runs parallel web research, deduplicates and ranks vendors, then writes a comparison matrix with a citation for every claim. The finished matrix lands in Notion and a link comes back in chat.
When to use it
When an operator needs a defensible buy-side comparison fast and does not want to assemble it by hand. Good for procurement shortlists, build-vs-buy memos, and category scans where every cell needs a source.
How it works
- 1The CEO agent receives a chat request naming a vendor category and your constraints.
- 2It derives evaluation criteria (pricing model, integrations, security posture, support tier) and fans out queries across Exa and Brave Search.
- 3It fetches and reads the top results, extracting per-vendor facts with source URLs.
- 4An OpenAI synthesis step normalizes claims into a matrix and flags any cell it could not source.
- 5The agent writes the matrix to a new Notion page and returns the link in chat.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect Brave SearchWeb, news, image, video search.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect NotionPages, databases, comments.
- 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.