The Procurement Process team runs eight specialist agents — from Procurement Strategist to Procurement Reporter — to take any buying decision from initial requirements through to a contract heads of terms and executive recommendation. This guide walks you through your first run.
Step 1: Open the template
Go to Teams in the left nav. Find the Procurement Process card (under Strategy) and click Use team. You will land on the new run form with the template pre-selected.
Step 2: Write your brief
The brief should describe what you are buying and why. Include as much context as you have — the agents will work with what you give them. A strong brief includes: what is being procured, the business need, budget range, timeline, known constraints, and any preferred or excluded vendors.
We need to procure a cloud-based contract lifecycle management (CLM) platform for our legal team of 12 people. Business need: Our current process is manual (email + Word). We lose track of renewals, lack version control, and have no audit trail. Budget: Up to €50,000/year Timeline: Decision by end of Q3, go-live Q4 Key requirements: - E-signature integration (DocuSign or Adobe) - Salesforce CRM integration - GDPR-compliant data residency in EU - Role-based access control - No minimum 3-year lock-in Currently evaluating: Ironclad, Juro, ContractPodAi
Step 3: Submit and watch the pipeline
Click Submit. The run typically takes 20–30 minutes. You will see each agent's status update in the live timeline. The agents run in sequence — each one builds on the previous agent's output.
What each agent does
Procurement Strategist
Structures the procurement: classifies the buy, extracts requirements, builds weighted evaluation criteria, identifies risks, and recommends the procurement route (open tender, restricted, direct award).
Market Scout
Maps the supplier landscape: identifies 6–10 potential vendors, profiles each by size and market position, flags supply-chain risks, and recommends a shortlist size.
Vendor Shortlister
Applies the evaluation criteria to the long list: scores every vendor, disqualifies those failing must-have requirements, and produces a ranked shortlist of 3–5 vendors.
RFP Architect
Writes the full Request for Proposal: translates every requirement into a testable question, adds vendor-specific questions from the shortlist, and includes evaluation criteria and submission instructions.
Vendor Due Diligence
Performs DD on the top vendors: financial health, legal standing, compliance certifications, delivery track record, and supply chain risk — each rated and compared.
Commercial Negotiator
Builds the negotiation strategy: defines ideal, acceptable, and walk-away positions for each key term (price, SLAs, liability, IP, termination), identifies leverage points, and recommends tactics.
Contract Drafter
Produces the contract heads of terms: captures all negotiated positions, incorporates DD conditions as contractual requirements, and flags sections needing full legal drafting.
Procurement Reporter
Delivers the executive report: award recommendation with justification, consolidated risk register, approval requirements, and next-step action plan.
Reading the outputs
Once complete, open the Output Hub tab. Start with the Procurement Reporter — its executive summary tells you the recommended vendor, contract value, key conditions, and next steps. Work backwards through the Negotiator and Contract Drafter outputs if you want to see the supporting detail.
What to do next
The contract heads of terms from the Contract Drafter is the starting point for your legal team — not a finished contract. Share it with your legal counsel for full drafting. The sections flagged as requires legal draft are the priority.