AI agent for vendor intake and approval with Tally
Prepare a vendor review from Tally records, supplier information and supporting documents. The agent checks access, data handling and total spend, then gathers the decisions needed from specialist reviewers and the budget owner.
Customize the playbook with Claude or ChatGPT. Pump Up’s hosted agent runs the process with your team, bringing people in for information and decisions along the way.
Set up with Claude
Set up with ChatGPTOr copy into your agent
How this process uses Tally
Identify required reviews from access, data and full-term spend. Specialist and budget owners give their decisions.
- Case identity
- Form and submission identity
- Review evidence
- Submitted answers and accessible file references
- Proposed result
- Review packet for the receiving CRM, ATS or procurement owner
When to use it
Operations and finance coordinators whose supplier requests cross spending, security, privacy or contract decisions. Apply only the reviews the company’s policy requires; one person may hold several roles.
Example scenario
A dashboard is described as internal reporting, but the questionnaire reveals customer identifiers and payment metadata. The agent flags the changed risk profile before asking the budget owner to approve spending. In Tally, connect submitted answers and accessible file references to form and submission identity so the reviewer can trace the finding to its source.
Getting started
- Select the form, retain the submission identity, and map its questions and file references to the case evidence.
- Provide the vendor submission, proposed spend, contract term and requested access to data or systems.
- Choose the budget owner and the legal, security or procurement reviews required by your policy.
Common questions
Which Tally information does vendor intake and approval need?
Map form submissions and respondent answers to this process's evidence: vendor submission and review policy. Vendor identity, business purpose and quote or contract; Disclosed data flows, requested access and relevant risk documents; Purchasing policy, full-term fees and required review owners. The field names and access route are chosen during setup.
What needs configuring before this process can use Tally?
Select the form, retain the submission identity, and map its questions and file references to the case evidence. Use a configured read tool or supplied record export. Confirm the actual permitted destination actions with the process owner before making changes.
What does this Tally setup produce?
Review packet with conditions and procurement handoff. Specialist and budget owners give their decisions. The base playbook is customized for the selected records, permissions and handoff destination.
Platform documentation
Start from the vendor intake and approval playbook
Use the reusable process, then map your Tally records, access and handoff destination during setup.