Supplier document strategy generator AI agent

Generate a customized onboarding task list that meets the supplier's compliance and regulatory requirements using the Supplier document strategy generator AI agent.

The Supplier document strategy generator AI agent analyzes all published knowledge base articles using the RAG (Retrieval-Augmented Generation) framework to gather information on compliance and regulation-related tasks. Based on the analysis, the AI agent generates a contextualized list of tasks specific to the supplier's region and industry.

Note:

The Supplier document strategy generator AI agent includes a default knowledge base article in the Supplier Knowledge section. This article contains a comprehensive list of compliance and regulatory requirements that suppliers must meet during onboarding based on their industry and region. You can access the knowledge base article from the Supplier Knowledge section.

Automated task list

In the AI driven supplier onboarding workflow, supplier managers are prompted to provide the supplier's location and industry type as inputs on the Now Assist panel. The AI agent cross-references these inputs with all the published knowledge base articles and identifies the required compliance and regulatory tasks.

Supplier Managers can view the list of tasks identified by the AI agent on the Playbook tab. They can remove tasks from this list by clearing the respective check boxes. Supplier Managers can also add new tasks by selecting the Add item option. The tasks created are of the type document upload.

Note:

Mandatory tasks are grayed out and cannot be edited.

After the tasks are generated, Supplier Managers can update the details of the tasks by adding notes and comments. They can also create tasks manually.