Operations
Vendor and customer onboarding
Onboarding is rarely hard. It's just long — a dozen small steps across five systems, where forgetting the fourth one causes a problem three weeks later.
How it happens today
- ×A new vendor's details arrive by email, usually incomplete.
- ×Someone verifies the tax or registration identifier on a government portal, then creates the vendor in the accounting system, then again in the procurement tool, then again in the internal app.
- ×They email the vendor asking for documents and bank details, then chase two of them a week later.
- ×Different people do the steps in a different order, so what's actually been done isn't visible anywhere.
The task that replaces it
One task, triggered per vendor, that does the same steps in the same order every time and reports what's outstanding.
1Verify registration identifier
Government portal · recorded toolvalid
Government portal · recorded toolvalid
2Create vendor in accounting system
Accounting app · your tooldeterministic
Accounting app · your tooldeterministic
3Create matching record in procurement
Procurement tool · your tooldeterministic
Procurement tool · your tooldeterministic
4Send document request, set follow-up
Email utility + schedulesent
Email utility + schedulesent
Run per vendor, or batched from a spreadsheet · last run 28s
What changes
- Nothing gets half-done. Either the whole chain completes or the run stops and tells you where — no vendor sitting in three systems out of four.
- Onboarding stops being a person. Anyone can trigger it, and it behaves identically whoever does.
- It scales to a batch. Migrating a list of 200 vendors from an acquisition is the same task pointed at a spreadsheet.
Questions on this one
What if a vendor fails verification?
The task stops at that step and reports it rather than creating records for a vendor that shouldn't exist yet. Nothing downstream runs.
Can it handle our approval step?
Yes — a task can pause for a human decision and resume once someone approves, with the wait recorded in the run log.
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