AI AGENTS
On-Demand Vendor Shortlist Brief in Slack
A teammate describes a buying need in a Slack slash command and an agent replies in-thread with a ranked three-vendor shortlist, each with rationale, pricing, and a recommended…
How it runs
The automated pipeline, trigger to output.
- TriggerSlash command invoked in SlackSlack
- LogicInterpret need and infer must-haves
- ActionResearch and validate candidates with PerplexityPerplexity
- ActionRank top three and draft rationale with OpenAIOpenAI
- OutputReply in Slack thread with ranked shortlistSlack
What it does
Gives anyone a fast, opinionated shortlist without leaving Slack. A teammate types a need into a slash command, the agent researches the category live, and within the same thread it returns the top three vendors with a one-line rationale, indicative pricing, and a suggested next step for each. No doc, no meeting, just an answer.
When to use it
Best for quick directional decisions: which expense tool to pilot, which observability vendor to demo first, which agency to call. It is the lightweight cousin of the full matrix workflow, tuned for speed over exhaustiveness.
How it works
- 1A teammate invokes the shortlist slash command in Slack with their need.
- 2The agent interprets the need and infers the implicit must-haves.
- 3It runs Perplexity research to surface and validate candidate vendors.
- 4An OpenAI pass narrows to the top three and drafts concise rationale.
- 5The agent replies in the originating Slack thread with the ranked picks and next steps.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect OpenAIModels, embeddings, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.