Procurement & RFP assistant

A procurement agent turns a purchase need into a weighted requirements brief, drafts the RFP with a scoring rubric and workback plan, and shortlists suppliers with a side-by-side comparison a reviewer checks — then lands one approval where you decide what goes out.

Join the waitlist

What it installs

Agents 2

  • Procurement Agent

    Turns a purchase need into a weighted brief, an RFP, and a shortlisted supplier comparison.

  • Sourcing Reviewer

    Independently reviews the requirements brief, RFP rubric, and shortlist for comparability and fairness.

Teams 1

  • Sourcing Team

    A procurement agent who builds the sourcing pack and a reviewer who checks comparability and fairness.

Workflows 1

  • Procurement & RFP

    Intake the brief, build the RFP, shortlist suppliers, review the pack, and hand off for approval.

Documents 1

  • Requirements & supplier comparison templates

    The reusable requirements brief, the supplier comparison matrix, the scoring rubric, and the workback plan — so every sourcing exercise is structured the same way.

Skills 2

  • procurement-playbook

    Manage legal, security, and procurement workflows for complex deals: intake requirements and mandatory deliverables, map SME workstreams with timelines, maintain a SOC 2 / pen-test / insurance / DPA evidence library, track exceptions and approvals, and close out concessions. Adapted from gtmagents/gtm-agents/procurement-playbook.

  • vendor-check

    Check the status of existing agreements with a supplier across CLM, CRM, email, and document storage — a consolidated view of what's already signed and what's missing (MSA, DPA, SOW) plus upcoming expirations — so sourcing starts from the real footprint. Adapted from anthropics/knowledge-work-plugins/vendor-check.

Folders 1

  • Procurement & RFPs

Requirements

What this template expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Web search and fetch access for vendor research — The agent searches the web and fetches supplier sites, pricing, and security pages to discover and shortlist candidates. Discovery quality depends on this access.
  • Browser access to your email — The agent prepares supplier outreach and quote requests in your email through its web interface in your browser and pauses for your approval before sending anything. Until you connect it, it drafts the messages into the document for you to send.

Get started

Install Procurement & RFP assistant and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.