Onboard vendors without losing the controls
Every vendor follows one risk-based checklist, with missing controls visible before access or payment is approved.
The problem
New vendors start work before security, privacy, insurance, payment, ownership, and renewal details are complete.
What you get
A working system with the steps, tools, checkpoints, and expected return made explicit.
- Setup
- 120 minutes
- Back each week
- 3 hours
- Difficulty
- agentic
Expected return
The working case
A planning estimate, not a guaranteed result. Measure the first four weeks against your own baseline.
144
hours returned per year
At 3 hours/week across 48 working weeks.
1
week to earn back setup
Compare the setup estimate with the weekly time returned.
Operating contract
Input
The source material, constraints, and examples a human would need to do this work well.
Checkpoint
A person reviews judgment calls, sensitive content, unfamiliar tools, and irreversible actions.
Success signal
Track time returned, corrections required, and exceptions. Keep it only if the measured result compounds.
Before you start
- ·Vendor risk tiers
- ·Named control owners
The steps
- 01
Define risk tiers using data access, system access, spend, customer impact, and subcontracting.
- 02
Trigger a tier-specific checklist from the approved purchase decision.
- 03
Summarize submitted documents and flag missing evidence without making compliance judgments.
Copy this prompt
Compare these vendor submissions to the checklist. Return PRESENT, MISSING, or NEEDS HUMAN REVIEW with a source reference. Never infer compliance from marketing language. Inputs: [documents + checklist]
- 04
Security, finance, and business owners approve their controls before activation.
What it runs on
Where this goes wrong
- Document summarization is not legal or security approval.
- Access must expire or be reviewed at renewal and offboarding.
Definition of done
Run it for four weeks. Then make it earn its place.
- □ Baseline the manual time before launch.
- □ Keep a human approval step for consequential output.
- □ Record corrections and exceptions, not just successes.
- □ Expand, revise, or retire it after the first review.
Build the system around it
Related workflows
If this one stops working, tell us. Three reports in a month and it leaves the library until a person has looked at it again.