Vendor Management Agent
Replaces a $55k Office Manager. Onboards vendors, tracks renewals, hounds for COIs.
An SMB owner spends $55k/yr on an Office Manager who onboards every new vendor (W-9, COI, MSA, banking), tracks 40+ contract renewals, chases expired insurance certs. The role is stitched-together checklists across email, drive, and a renewals spreadsheet — perfect for a multi-agent crew.
New vendor request → CrewAI orchestrates 3 sub-agents (Onboarding agent collects W-9 + COI + banking → Compliance agent verifies + files → Renewals agent schedules 60/30/7-day reminders before contract expiry). Owner sees one Slack thread per vendor with the full lifecycle.
▶Technical specs
ANTHROPIC_API_KEYGOOGLE_OAUTH_REFRESH_TOKENSLACK_BOT_TOKENQBO_REFRESH_TOKENDOCUSIGN_INTEGRATION_KEYDOCUSIGN_USER_IDWe connect these securely during setup. OAuth integrations above connect with one click — no manual token entry.
▶Open source info
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