Move a new vendor from submitted packet to review-ready record.
Check the packet, apply company requirements, identify gaps, prepare the vendor record, and keep external follow-up behind the right approval.
Trigger
A vendor packet is submitted, a record enters the onboarding queue, or an operator assigns the review.
Inputs
Worker plan
Resolve the vendor and check for an existing record
Inventory the submitted documents and required fields
Apply the approved onboarding and risk requirements
Prepare missing-information follow-up and record changes
Result
A review-ready vendor record, completed requirement checklist, drafted follow-up, and visible history of every source and decision.
A vendor packet is submitted, a record enters the onboarding queue, or an operator assigns the review.
Inputs attached
Execution plan
Resolve the vendor and check for an existing record
Inventory the submitted documents and required fields
Apply the approved onboarding and risk requirements
Prepare missing-information follow-up and record changes
Route the packet to the responsible owner for approval
Human boundary
The worker stops where judgment belongs.
Vendor activation, risk acceptance, banking changes, and external requests can pause with a complete review packet.
Finished result
A clear end state the team can inspect.
A review-ready vendor record, completed requirement checklist, drafted follow-up, and visible history of every source and decision.
Judge the work, not the conversation.
Onboarding cycle time
First-pass completeness
Follow-up count
Approval wait time
Show us your vendor onboarding workflow.
Bring one repeated operational workflow. We’ll map the inputs, systems, decisions, risks, and finish line, and show you where an AI worker could take responsibility.