INVOICE PROCESSING
Research market pricing and build a leverage memo for an upcoming renewal
An agent researches current market and competitor pricing for a vendor whose contract is up for renewal, compares it against your terms.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled check for contracts 75 days from renewalAirtable
- ActionResearch market and competitor pricing on the webExa
- LogicCompare market data to current terms and spend
- ActionDraft renew/renegotiate/switch leverage memoOpenAI
- OutputPost the leverage memo to SlackSlack
What it does
For a vendor approaching renewal, an agent gathers current published pricing, competitor alternatives, and recent news (funding, outages, price changes) from the open web, then weighs that against your existing contract terms and spend. It outputs a leverage memo: a clear renew / renegotiate / switch recommendation with the evidence behind it.
When to use it
Use it before a high-value renewal where you suspect you are overpaying or where viable alternatives exist, and you want an external-market view rather than just your internal numbers.
How it works
- 1A scheduled check finds contracts 75 days from auto-renew in the Airtable tracker.
- 2For each, the agent runs targeted web research on the vendor's current pricing and competitors.
- 3It compares findings to your contract value and usage.
- 4The agent decides renew, renegotiate, or switch and writes the leverage memo with citations.
- 5The memo is posted to the team in Slack for review.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 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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