Agent Workflows

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Accounts Payable

Vendor Onboarding

Woodrow collects each vendor’s onboarding documents, validates tax and banking details, screens for duplicates and risk, sets up the vendor record in your ERP, and routes exceptions for approval—so new vendors are ready to pay without manual setup.

Vendor Onboarding: Execution Plan

step 1

Collect Vendor Documents

Gather W-9s and W-8s, banking details, certificates of insurance, and required forms from the vendor through your portal, email, or uploads.

step 2

Validate & Screen

Validate tax IDs and banking details, check for duplicates against your vendor list, and perform sanctions, risk, and compliance checks using your rules.

Output

Set Up & Route for Approval

Prepare the vendor record with payment terms, tax details, remittance information, and required backup, then route incomplete, duplicate, or high-risk vendors to the right reviewer.

Get new vendors up and running faster

Woodrow connects to your vendor portal, ERP, and supporting systems to onboard vendors accurately. It collects the documents, validates tax and banking details, screens for duplicates and risk, and sets up the vendor record—so your team can spend less time on data entry and back-and-forth with suppliers.

+ Procurement systems, vendor portals, spreadsheets, and any other tool your team uses.

Complete vendor packets

Collect the tax, banking, insurance, and onboarding documents each vendor needs before setup can move forward.

Cleaner vendor records

Apply your onboarding rules to catch missing fields, duplicate vendors, banking issues, and risk flags before records are created.

Approval-ready setup

Prepare the vendor record with payment terms, tax details, remittance information, and backup attached for reviewer approval.

HOW WOODROW WORKS

Automate your processes with enterprise AI

Woodrow helps teams automate cross-system workflows with the accuracy, auditability, and controls enterprise work requires. Connect your systems, describe the process, and Woodrow runs the workflow while keeping every step visible and reviewable.

01

Describe your workflow

Tell Woodrow what you want to automate in natural language. AI maps the necessary steps, systems, rules, and review points, then builds the complete workflow for you.

02

AI works across your stack

Woodrow plugs into your existing tools, pulling and pushing data where it's needed and running every step in place. No manual handoffs or copy-paste between systems.

03

Woodrow keeps the workflow current

As your process changes, Woodrow updates the steps behind the scenes so the workflow stays accurate without manual rebuilds or constant maintenance.

Auditable and secure

Woodrow is SOC 2 Type II certified. Every workflow runs with scoped permissions, clear review steps, and an audit trail of the actions taken. PII stays within your environment and is never used to train any model.

Learn more about security

Common questions

EXPLORE MORE WORKFLOWS

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