AI Supplier Onboarding Checklist Builder

WHAT IT DOES

The AI Supplier Onboarding Checklist Builder takes your supplier type and risk level—and instantly returns a structured, comprehensive onboarding checklist. The output is organised into four clear sections: required documents (4-6 items) covering all necessary paperwork, compliance checks (3-5 items) for regulatory and policy adherence, approval steps (4-6 steps) outlining the workflow from submission to final sign-off, and 2 key risk indicators to monitor throughout the relationship. This removes hours of manual planning and helps your procurement team onboard suppliers consistently, efficiently, and in full compliance with your organisation's requirements.

HOW TO USE

Open the agent inside BotSurf. Paste your OpenAI API key once (it stays locally in your browser). In the input box, paste your supplier type and risk level. Press the "Build checklist" button. Within seconds, the agent returns your structured onboarding checklist. Copy it, share it with your procurement team, or use it to guide your supplier onboarding process.

WHAT IT SENDS

The agent sends exactly the text you paste into the input box—nothing more, nothing less. It does not access your browser history, files, emails, or any other data. It does not send any identifying metadata beyond the content you explicitly submit. The only external transmission is that text to the AI API. Usage logs record only the count of runs for billing purposes; they do not store, log, or transmit the content of your supplier details or the generated checklist. Your data and the generated output remain solely on your device unless you choose to save or share them.

SUBSCRIPTION

$19.99/month with a 7-day free trial. Each subscription includes 100 runs per month (one run = one supplier onboarding checklist from your supplier details). Unused runs do not roll over. You can cancel anytime from your account settings—no questions asked, no long-term commitment.

THE PANEL

This agent runs inside BotSurf's draggable, resizable panel. Drag it anywhere on your screen. Snap it to the left or right edge for a clean workspace. Collapse it to a minimal title bar when not in use. Press Escape to close the panel instantly. It stays persistent across tabs so you can manage supplier onboarding and generate checklists without losing context.

PLEASE NOTE

AI-generated checklists are probabilistic, not factual guarantees. The agent may miss required documents, suggest inappropriate checks, or omit important approval steps. Always review any checklist against your actual procurement policies, regulatory requirements, and specific supplier context before use. This tool is general procurement guidance only—not professional legal or compliance advice. In regulated sectors, treat this as a starting point only—not as a verified onboarding procedure. The final responsibility for accuracy, completeness, and compliance lies with you and your procurement team.