Procurement Intake
v0.1.0Turns every vendor and tool request into a structured approval packet — cost, risk, alternatives, compliance flags, and a decision-ready owner chain — before it touches a budget holder. Keep your ERP and finance system. Replace the Google Form, the Airtable tracker, and the Slack thread nobody follows up on.
Procurement Intake
agents
Compliance Reviewer
.agents/compliance-reviewer/
Procurement Analyst
.agents/procurement-analyst/
Routing Lead
.agents/routing-lead/
Procurement Intake — Process New Request
Weekly Procurement Queue Review
0 8 * * 1
3
Agents
2
Jobs
1
Depts
6
Pages
Screens every vendor for security posture, data handling practices, legal exposure, and insurance requirements, then issues a written pass, conditional pass, or block with specific remediation steps.
Researches vendor pricing and packaging, builds the cost model (TCO over 3 years), identifies and ranks at least two credible alternatives, and checks whether an existing contract or volume agreement already covers the need.
Orchestrates the full procurement intake lifecycle — triages every new request, sequences the Analyst and Compliance Reviewer, assembles the final approval packet, and routes it to the right approver with a clear recommendation.
Procurement Intake
Every vendor or tool request submitted by an employee becomes a structured approval packet in minutes — vendor details, total cost, ranked alternatives, security and legal flags, the approval chain, and a recommended decision. Three agents handle routing, analysis, and compliance in a fixed loop so requests never stall in Slack.
Keep your ERP and finance system of record. Replace the Google Form nobody fills out correctly, the Airtable tracker nobody updates, and the Slack thread that dies after the first reply.
The team
- [[.agents/routing-lead]] — Routing Lead. Orchestrates the request lifecycle: triages every new submission, dispatches to the Analyst and Compliance Reviewer, assembles the final packet, and routes it to the correct approver.
- [[.agents/procurement-analyst]] — Procurement Analyst. Researches vendor pricing, surfaces credible alternatives, builds the cost model, and checks whether a contract or master agreement already exists.
- [[.agents/compliance-reviewer]] — Compliance Reviewer. Screens every vendor for security posture, data handling, legal exposure, and insurance requirements. Issues a pass/flag/block with a written rationale.
Recurring rhythm
| Cadence | Job | Owner | Output |
|---|---|---|---|
| On-demand | [[.jobs/intake-request]] | Routing Lead | Approval packet per request in approval-packets/ |
| Weekly (Mon 08:00) | [[.jobs/weekly-queue-review]] | Routing Lead | Queue status report — stalled, approved, blocked, spend summary |
How to run the demo
- Open the [[queue]] — the live intake queue showing all requests with status, cost, flags, and approval chain.
- Open the [[approval-packet]] — the sample approval packet the team produces for each request: vendor scorecard, alternatives matrix, security/legal flags, recommended approval path.
- Browse
approval-packets/to see the file artifacts the agents write after each intake run.
Connectors
Required: Finance system (budget owners, cost centers), Slack (request intake + approver notifications), Legal DMS (existing contracts/NDAs), Security questionnaire tool (SOC 2/ISO 27001 certs). Recommended: Okta or IdP (vendor SSO provisioning), Jira or Linear (follow-up tickets), Coupa or NetSuite (PO creation), contract lifecycle management (DocuSign, Ironclad).
Every artifact is a file
Each approval packet is a markdown file in approval-packets/<request-id>.md — inspectable, version-controllable, forwardable to a budget holder without logging into any system. The queue index at queue-state/requests.yaml is the single source of truth for open requests.
$ git clone --filter=blob:none --sparse https://github.com/hilash/cabinets.git && cd cabinets && git sparse-checkout set procurement-intake