AI Agent Workflow Collection

Builds a board-ready Category Strategy Playbook for ONE spend category with deep external research. Triangulates market size, CAGR, supplier landscape, cost structure, PESTLE, Porter's 5, risk register, and produces SMART goals, opportunity register, initiative pipeline, and a 3-year roadmap. Output is an HTML report with charts and tables, monotone, board-grade. Use when the user says "category strategy", "build a category playbook", "category plan for [category]", "strategic sourcing strategy for X", "develop a category plan", "do a category deep dive", or whenever a category-level strategic document is needed.

Generates a board-grade PPTX deck for the contract approval committee — cover, recommendation, financial summary, deviations table, risk register, decision-ask slide. 6-10 slides, monotone, no decoration. Uses the plugin's /design system. Use when the user says "approval deck", "deck for the committee", "approval pptx", "presentation for the board", "deck for sign-off", "executive deck for this contract", or after any review/redline skill when a deck is needed for sign-off.

Captures the business intent behind a contract before any drafting happens. A short intake interview — who, what, why, when, how much, what's the risk tolerance — and produces a one-page Contract Brief that every downstream skill (drafting, redlining, approval deck, exec summary) reads. Use when the user says "fill in a contract brief", "kick off a new contract", "intake this deal", "start a contract", "I have a deal to paper", "contract prep", or whenever a new agreement is about to be drafted or negotiated.

Generates a multi-tab interactive HTML dashboard across a portfolio of contracts — severity counts, renewal timeline, deviation heat map, spend exposure, cancel-by calendar, supplier concentration. Print-friendly tabs. Self-contained. Use when the user says "contract dashboard", "portfolio view", "dashboard for all contracts", "show me everything renewing", "build the contracts dashboard", or wants a CFO/CPO-grade view of the entire contract base, not a single contract.

Produces a one-page executive summary of a contract or contract review — for a CEO, CFO, GM, or business owner who needs to decide in 90 seconds whether to sign, push back, or escalate. Outputs a single-page markdown (with PDF/PPTX export options) using the plugin's /design system. Use when the user says "exec summary", "summarize this for the CEO", "one-pager for the board", "C-suite version", "send this up", or after any review/redline skill produces a detailed memo that needs a shorter version up the chain.

Generates an interactive HTML view of a contract review with clause drill-down, severity filters, side-by-side comparison (their language vs proposed), and inline comment threads. Self-contained, vanilla JS, no frameworks. Use when the user says "interactive report", "interactive html", "let me click through this", "build the clickable version", "interactive review", or when a reviewer needs to explore a long redline rather than read top-to-bottom.

Drafts a first-pass contract document from a populated Contract Brief — pulls the matching template (MSA, SOW, NDA, order form, amendment), inserts the playbook's standard positions, hardcodes the must-haves, and pre-positions the give-ups as fallback language. Produces a clean draft ready for /vallor:review or /vallor:contract-redline. Use when the user says "prep a contract", "draft an MSA", "start the SOW", "build the first draft", "we're on our paper", "kick off the draft", or after /vallor:contract-brief has produced a brief.

Produces a Word .docx with tracked changes (Word-native revision marks) of a contract — the file you actually send to opposing counsel. Wraps the output of /vallor:contract-redline (or builds the redline from scratch if no prior run exists), invokes python-docx + tracked-changes XML, and emits a reviewer-ready .docx with a cover memo. Use when the user says "redline in word", "send to opposing counsel", "tracked changes docx", "build the docx redline", "put this in Word", "make it a redline file", or after contract-redline has produced markdown that needs to ship.

Generates a polished, printable, standalone HTML report from a contract review, redline, or amendment-history output. Self-contained — embedded CSS, no external dependencies, board-ready monotone design. Print-friendly. Use when the user says "report", "html report", "create the report", "polished report", "print this for the partner", "single-page contract report", "save as html", or wants a clean reading copy of a review for distribution.

Specialist evaluation for direct-materials RFP responses — raw materials, components, packaging materials. Applies a manufacturing operations and supply chain resilience lens: supplier capability + capacity, technical specs + quality systems, supply chain + logistics, cost structure + TCO, partnership + collaboration. Produces Excel + HTML dashboard + executive recommendation. Use when the user says "direct materials evaluation", "evaluate raw material suppliers", "components RFP", "packaging materials evaluation", "BOM supplier scoring", or the category is clearly direct (steel, chemicals, electronics, resins, etc.) rather than indirect or services.

Produces a research-backed negotiation prep packet for a specific contract or renewal — market data, supplier financial health, competitive alternatives, prioritized levers, concession trade-off matrix, red lines, and three ready-to-send email drafts. Self-contained interactive HTML with six tabs and Chart.js visualizations. Use when the user says "negotiation report", "prep me for negotiating with X", "negotiation prep", "contract renewal strategy", "build the negotiation packet", "what should I push back on", or attaches a contract for negotiation prep.

Evaluates returned RFQ/RFP responses against the original ask using weighted scoring, total cost of ownership modeling, and supplier risk flags. Produces a multi-tab interactive HTML dashboard (Overview · Scoring · TCO · Risk · Comparison · Recommendation), an Excel scoring matrix, and an executive markdown recommendation. Use when the user says "rfq analysis", "score the rfp responses", "compare the bids", "evaluate suppliers", "supplier scorecard", "winning bidder", "rfp evaluation", or points at a folder of supplier responses.

Generates a complete multi-sheet Excel RFQ workbook tailored to a user-specified good, service, or hybrid engagement. Plus an HTML cover report summarizing the RFP for stakeholder distribution. Two-phase intake (initial + informed after silent research) so options are category-specific. 7 sheets standard, 8 for hybrid (Supplier Info, Business Process, Technical/Service, Operational, Pricing, Rate Card or Unit Cost, Attachments, optional Unit Cost). Use when the user says "create an RFQ", "build an RFP", "generate the RFQ", "RFQ workbook", "sourcing event setup", "rfq for X", or "I need an RFP template for X".

Per-event sourcing strategy: incumbent vs competitive bidding, bid-floor decision, evaluation weights, sourcing channel (RFI → RFP, direct RFQ, negotiation-only), timeline, governance, communications plan. Translates a category-strategy playbook into the actual event plan. Use when the user says "sourcing strategy", "sourcing plan for [event]", "should we run an RFP", "incumbent vs competitive", "set up the sourcing event", or before launching any procurement event that benefits from a written approach.

Runs a McKinsey-grade spend analysis on a transactional spend file (CSV / Excel / Coupa export). Performs schema inference, data quality assessment, normalization (supplier name crosswalk, category derivation, FX conversion), core metrics (total, Pareto, HHI, tail), deep dive (opportunities, risks), and produces an Excel workbook (3 sheets) + separate PNG charts. Iterative Python approach with pandas + matplotlib. Use when the user says "spend analysis", "analyze our spend", "spend cube", "where does our money go", "Pareto by supplier", "category breakdown", "tail spend", or attaches a spend file for analysis.

Walks a category manager or sourcing manager through the classic 7-step negotiation process for a specific deal — Prepare, Set Targets, Build the Concession Plan, Open, Bargain, Close, Measure. Each step produces an artifact (target sheet, opening position, concession log, post-mortem). Persists state in the matter / category folder so a paused negotiation can resume mid-step. Use when the user says "negotiation plan", "walk me through the negotiation", "7-step", "structured negotiation", "I'm negotiating with X, prep me", or wants a step-by-step process rather than a single research packet (which is /negotiation-report).

Deep-dive analysis of a single vendor — financial health (10-Q / 10-K / D&B, ratings, recent earnings), operational performance (delivery, quality, NPS), technical fit (capability gap, roadmap alignment), risk (cyber, geographic, regulatory, ESG), and opportunity (consolidation, expansion, renegotiation). Outputs HTML report + Excel + executive recommendation. Use when the user says "vendor analysis", "supplier deep dive", "tell me about [vendor]", "review vendor X", "is X a strategic partner", or before a major renewal / consolidation / risk-review decision.

Identifies consolidation opportunities across the active vendor base — overlapping scopes, dual-source savings, single-source risk that should be split. Cross-walks spend data, category data, and vendor analyses to produce a consolidation register with recommended moves (consolidate from N to M suppliers, develop a secondary source, exit a vendor). Outputs HTML dashboard and Excel register. Use when the user says "vendor consolidation", "consolidate suppliers", "reduce supplier base", "consolidation opportunities", "supplier rationalization", "where do we have overlap", or after a spend analysis surfaces high supplier count in a category.