AI AGENTS
Weekly Vendor Watch and Shortlist Refresh
On a weekly schedule, an agent re-researches every vendor on an existing shortlist, flags pricing or capability changes since last run, and posts a change digest to Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionLoad current shortlist and last snapshot from CodaCoda
- ActionRe-research each vendor with PerplexityPerplexity
- LogicDiff against snapshot, classify material changes with OpenAIOpenAI
- ActionWrite updated rows back to CodaCoda
- OutputPost change digest to SlackSlack
What it does
Keeps an active shortlist honest. Once a week the agent revisits each vendor you are still evaluating, pulls fresh evidence on pricing, funding, product launches, and outages, then compares it against the last snapshot. Only material changes surface, so you are never blindsided by a vendor that quietly changed its pricing mid-evaluation.
When to use it
Use it during a long procurement cycle or for a standing preferred-vendor list. It is the difference between a shortlist that ages out in three weeks and one your team can trust on decision day.
How it works
- 1A weekly schedule fires the run.
- 2The agent loads the current shortlist and last snapshot from Coda.
- 3For each vendor it runs fresh Perplexity research with citations.
- 4An OpenAI diff pass classifies each change as material or noise.
- 5A branch checks whether any material change crosses a threshold you set.
- 6The updated rows are written back to Coda and a change digest posts to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect PerplexitySearch-grounded answers with citations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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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