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We designed this workflow to bring together 5 agents, each building on what came before. You provide your context, and the workflow delivers a comprehensive result that no single agent could produce alone.

What you receive

Proactively identifies contracts expiring within 60 days, retrieves spend history, researches market alternatives, and generates a comparative analysis with renewal recommendations to enable proactive vendor negotiations rather than reactive renewals. The final deliverable integrates insights from every agent in the sequence, shaped by your preferences and grounded in your connected data.

How it works

Your Contract Date Scanner starts by working on the foundation — scans all contracts in the vault and identifies those expiring within the specified lookahead window, extracting key dates, terms, and renewal requirements. Then your Spend History Puller picks up — retrieves annual vendor spend from financial records including monthly breakdown, trends, and year-over-year changes for renewal analysis. Then your Research Analyst picks up — researches market alternatives and competitive pricing for vendors with expiring contracts to provide negotiation leverage and switching options. Then your Vendor Analyst picks up — compares current vendors against market alternatives using scoring criteria including cost, quality, and reliability to generate comparative analysis. Finally, your Report Writer brings everything together — creates a vendor renewal decision brief with expiration details, spend analysis, market alternatives, comparative analysis, and actionable recommendations. Each agent inherits the context from the previous step, so the analysis builds and refines as the workflow progresses. You receive one comprehensive deliverable at the end.

When to use this workflow

When you need to monthly scan for upcoming contract expirations, this workflow handles it end to end. It also works well when you need to prepare for vendor negotiation with market intelligence.

Research Analyst

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Vendor Analyst

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