Use Case

Onboard Vendors Faster, With Your Checks Built In

Automate document collection, verification against your approved-vendor criteria, and onboarding workflow routing — inside your systems. No vendor data routed through an external service.

Five steps, agent-automated from end to end

A typical mid-size enterprise takes 3–6 weeks to onboard a new vendor. dodoAI compresses the timeline by automating the steps that don't require human judgment.

1

Vendor submits required documents

Vendor uploads documents to your secure internal intake portal — registration certificates, tax documents, banking details, liability insurance, and any category-specific certifications. No external form service involved.

2

Agent extracts key fields

dodoAI reads the submitted documents and extracts structured data — company registration number, tax ID, bank details, certifications, and expiry dates. Document parsing runs entirely inside your environment on your model weights.

3

Agent checks against your approval criteria

Extracted data is compared against your approved-vendor criteria — minimum insurance coverage, required certifications for each procurement category, blacklist checks against your internal vendor records. All rules are defined by your team during onboarding.

4

Escalates to procurement team if criteria not met

If any criterion is not satisfied, the agent creates a structured exception report and routes it to the correct procurement team member — identifying which criterion failed and what documentation is missing. Human review is focused, not open-ended.

5

Approved vendors added to your ERP vendor master

Vendors that pass all criteria are pushed to your ERP vendor master via your existing ERP integration. The onboarding record — documents, extracted fields, criteria results, and decision log — is written to your audit storage.

Map your vendor onboarding process

We start with a process mapping session — documenting your current vendor intake workflow before designing the agent configuration.