AI AGENTS
Vendor Shortlist with Customer Reference Evidence
An agent builds a vendor shortlist matrix and, for each finalist, scrapes real customer reviews and case studies to attach reference evidence and a sentiment score per vendor…
How it runs
The automated pipeline, trigger to output.
- TriggerBuying brief submitted via webhookHTTP webhook
- ActionDiscover candidate vendors with ExaExa
- ActionCrawl reviews and case studies with FirecrawlFirecrawl
- ActionExtract themes and score sentiment with OpenAIOpenAI
- LogicBlend feature fit and reference sentiment into ranking
- OutputWrite evidence-backed matrix to NotionNotion
What it does
Goes beyond vendor marketing claims by pulling independent customer evidence. After assembling a candidate list from a buying brief, the agent crawls review sites and case-study pages for each finalist, extracts what real customers say, scores sentiment, and assembles a shortlist in Notion where every vendor carries both a feature score and a reference-backed reputation score.
When to use it
Use it for high-stakes purchases where vendor self-description is not enough and you need third-party proof. It surfaces the recurring complaints and praise that only appear once you read past the sales page.
How it works
- 1You submit a buying brief through a webhook form.
- 2The agent uses Exa to discover candidate vendors matching the brief.
- 3For each finalist it crawls review and case-study pages with Firecrawl.
- 4An OpenAI pass extracts themes and scores customer sentiment per vendor.
- 5It combines feature fit and reference sentiment into a blended ranking.
- 6The full matrix with quoted evidence and scores is written to a Notion database.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect NotionPages, databases, comments.
- 5Connect HTTP webhookTrigger any URL on agent actions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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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