AI AGENTS
Vendor Shortlist Matrix from a Buying Brief
An agent reads a buying brief, researches candidate vendors across the live web, and builds a scored comparison matrix in Coda ranking each vendor against your stated criteria.
How it runs
The automated pipeline, trigger to output.
- TriggerBuying brief submitted via form webhookHTTP webhook
- LogicParse brief into weighted evaluation criteria
- ActionDiscover candidate vendors with Exa searchExa
- ActionGather cited evidence per vendor with ExaExa
- ActionScore vendors against criteria with OpenAIOpenAI
- OutputWrite ranked comparison matrix to CodaCoda
What it does
Turn a plain-English buying brief into a defensible vendor shortlist. The agent extracts your requirements (budget, must-have features, deployment model, compliance needs), discovers candidate vendors, researches each one against the live web, and writes a scored matrix to Coda so your team can compare apples to apples.
When to use it
Reach for this at the start of any software or service procurement when you have a clear need but a fuzzy market view. It replaces the days of tab-juggling that normally precede a shortlist, and it cites where every claim came from so reviewers can trust the scores.
How it works
- 1You submit a buying brief through a webhook form (need, budget, criteria, weightings).
- 2The agent parses the brief into structured evaluation criteria.
- 3It runs Exa neural searches to discover 8-12 candidate vendors in the category.
- 4For each vendor it gathers feature, pricing, and fit evidence with cited sources.
- 5An OpenAI scoring pass rates every vendor against each weighted criterion.
- 6The ranked matrix, with rationale and source links per cell, is written to a Coda doc and the requester is notified.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 4Connect HTTP webhookTrigger any URL on agent actions.
- 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.