What problem does it solve?
New vendor onboarding requests arrive by email with inconsistent paperwork, and manually checking every W-9, banking form, and signed contract is slow and error-prone. This Skill runs a scheduled intake pass that validates every new vendor request against the same fixed checklist, records each vendor's status in a register, and flags anything missing or invalid for human follow-up.
Core Features & Use Cases
- Fixed-checklist document validation: Checks every vendor's W-9 (legal name, TIN/EIN, signature, date), banking form (completeness only, never transcribing account numbers), and signed contract (signature, date, legal name match).
- Cross-document identity verification: Compares legal names across all three documents and the contact email domain, flagging name mismatches even when individual documents look complete.
- Register-based idempotency: Reads the vendor register first and matches Gmail thread IDs so no request is ever processed twice across scheduled runs.
- Draft-only follow-ups and Slack reporting: Creates Gmail drafts naming exactly what is missing for flagged vendors and posts the batch, grouped clean vs. flagged, to a review channel.
- Use Case: A finance operations team receives vendor onboarding emails daily. The cron-triggered run validates each new request, updates the vendor register, drafts correction emails for incomplete paperwork, and posts the batch to Slack — while never approving a vendor or touching payment setup.
Quick Start
Run the vendor intake pass now: check the vendor request inbox for new requests, validate each vendor's W-9, banking form, and signed contract against the checklist, update the vendor register, draft follow-ups for flagged vendors, and post the batch summary to the review channel.
