Specialist 1
Document intake agent
Identify submitted documents and associate each file with the supplier and checklist requirement.
Indexed supplier evidence
Procurement / Purchasing / Solution blueprint
Supplier onboarding reviews
Turn a collection of supplier documents into a review the procurement team can act on.
Business problem & expected outcomes
The challenge behind
supplier onboarding reviews.
Missing documents and inconsistent handoffs slow down supplier setup. A complete checklist still needs a person to approve the relationship.
What this workflow is designed to deliver
Onboarding checklist
Check the submission against required evidence, prepare a missing-item list, and route a complete review to procurement.
How to measure the improvementChecklist completeness; time spent requesting missing documents; activation attempts without approval.
Start with the right information.
Supplier forms, the onboarding checklist, submitted documents, and purchasing-system identifiers.
Interactive workflow diagram
From supplier documents
to a clear next step.
Check the submission against required evidence, prepare a missing-item list, and route a complete review to procurement.
ProcurementSelect a stage to explore
Context
Supplier documents
Supplier forms, the onboarding checklist, submitted documents, and purchasing-system identifiers.
Prepared outputOnboarding checklist
Designed around the work
Specialists with clear responsibilities.
An orchestrator passes evidence between specialists, checks that required facts are present, and holds the workflow at the review boundary.
Specialist 2
Completeness reviewer
Check required documents, conflicting details, and missing evidence against the onboarding checklist.
Evidence gaps and review notes
Specialist 3
Onboarding coordinator
Prepare the review package and track ownership. Supplier activation remains with the authorized procurement owner.
Approval-ready onboarding checklist
Connected tools & context
Bind only the operations this workflow needs. Keep credentials in ART and choose the permitted tools explicitly.
File storage
Project & environment scopeKeep files in scoped folders and record checklist status and review ownership in a dynamic table.
Dynamic tables
Project & environment scopeKeep files in scoped folders and record checklist status and review ownership in a dynamic table.
Agent Skills
Project & environment scopePackage the checklist, instructions, and expected output as a reusable skill.
The decision boundary
Require an authorized procurement owner to approve supplier activation; missing mandatory evidence stops the handoff.
ART product mapping
Components used.
Chosen for this case.
Agent Lab prepares the work described below. These are the capabilities that support this workflow.
Datalake
File storage
Keep the supporting files accessible within the review’s project and environment.
Datalake
Dynamic tables
Track the case, owner, source references, and review state as structured records.
Agent Lab
Agent Skills
Package the checklist, instructions, and expected output as a reusable skill.
Agent Lab
Multi-agent orchestration
Coordinate specialist agents with explicit inputs, handoffs, and review checkpoints.
Agent Lab
Human approvals
Pause the proposed action for the designated owner to review its evidence.
The implementation, step by step
From source context
to a reviewed result.
- 01
Supplier documents
Supplier forms, the onboarding checklist, submitted documents, and purchasing-system identifiers.
Agree the trigger or manual request, record identifiers, and the process owner. - 02
Check required evidence
Check the submission against required evidence, prepare a missing-item list, and route a complete review to procurement.
Define instructions, permitted tools, and the expected output. Keep missing information explicit. - 03
Procurement review
Require an authorized procurement owner to approve supplier activation; missing mandatory evidence stops the handoff.
Configure the selected policy or approval capabilities before enabling write actions. - 04
Onboarding checklist
Checklist completeness; time spent requesting missing documents; activation attempts without approval.
Compare outputs with reviewed examples and test incomplete, conflicting, and unauthorized inputs.
Before you build
What this implementation needs.
File storage
A document inventory, resource access scopes, and a file-retention policy.
Dynamic tables
Typed fields, record identifiers, relationships, and a table-retention policy.
Agent Skills
A process checklist, example inputs, and a reviewer-approved output format.
Multi-agent orchestration
A responsibility for each agent, typed handoff data, stopping conditions, and an accountable workflow owner.
Human approvals
Named reviewer roles, escalation ownership, and timeout and rejection behavior.
Also prepare an ART project and environment, the model configuration appropriate to your agent, an accountable process owner, and approved sample data.
Authority stays with your team
Define the boundary
before enabling the action.
Require an authorized procurement owner to approve supplier activation; missing mandatory evidence stops the handoff.
Explore execution governanceConnect deliberately.
Map the source material and responsible owners first. Where the selected components require system access, configure scoped APIs or tools. A document-based pilot can start with approved material already available in the workspace.
Make each handoff inspectable.
Keep source references with the prepared output and review representative results before expanding scope. If the implementation includes executable actions, define their required facts and authority first. Apply retention to any stored records, files, or memory used by the case.
Build evidence from your own work
Start small.
Agree what good looks like.
What to measure for this case
Checklist completeness; time spent requesting missing documents; activation attempts without approval.
Establish a baseline
Choose a bounded sample of completed cases, record the current process, and agree review criteria with the process owner.
Run in review mode
Use approved sample data and read-only connections. Compare prepared outputs with reviewer expectations, including incomplete and conflicting inputs.
Expand with approval
Enable a limited set of actions only after the team accepts the results. Check approvals, failures, and handoffs before increasing scope.
Make it your workflow
Try this approach
in Agent Lab.
Start with supplier documents. Connect your approved tools, configure the review boundary, and adapt the output to your team's process.
Try Workflow in Agent Lab
Open your ART workspace to configure this use case.
Discuss the setup with usIndustry & department library
Find your next use case.
3 use cases in Procurement
Inside Agent LabConfigured example
Solution blueprint
Supplier delivery exceptions
A supplier changes a delivery date. Keep the order, the decision, and the people affected connected.
Used in this case
Explore the implementation - Connectors & MCP
- Dynamic tables
- Multi-agent orchestration
- Execution governance
- Human approvals
Inside Agent LabConfigured example
Solution blueprint
Purchase request validation
Prepare a complete requisition before the buyer reviews it.
Used in this case
Explore the implementation - Agent Skills
- Execution governance
- Human approvals
ProcurementWorkflow design
- ContextRenewal date
- Agent LabCollect terms & evidence
- Your teamCommercial review
Prepared outputRenewal preparation brief
Solution blueprint
Contract renewal review preparation
Bring renewal dates and contract evidence into the same review.
Used in this case
Explore the implementation - Knowledge Base
- File storage
- Dynamic tables
Procurement / Let’s explore the fit
Discuss your
industry use case.
Tell us where work slows down. We’ll discuss how ART could fit your process, your systems, and the decisions your team needs to own.
Pull gently. Let the conversation move.