Industries/Technology & SaaS/Intake Agent
Engineering requests,through approved vendors.
Engineers request GPUs, laptops, and security tools in Slack while buyers check stock, budget, and approved vendors manually. The Intake Agent parses requests, matches catalog items and approved vendors, applies delegation by amount, and routes security review when category rules require before finance sees a PO.
Scenarios in technology & saas
Document-level examples buyers in this industry run through Intake Agent.
Hardware quote with warranty lines
Engineering requests laptops with extended warranty. The agent splits warranty from hardware, matches reseller catalog, and routes security when MDM enrollment is required.
Colocation power pass-through estimate
Infrastructure requests additional power commits. The agent ties to colo master agreement and routes finance above threshold.
Security tool trial conversion
A team requests converting a trial to paid seats. The agent checks duplicate subscriptions in spend feeds when available and routes security architecture review.
What the agent checks
Core Intake Agent rules, phrased for technology & saas procurement.
- Approved vendor and SKU match
- Blocked vendor → block
- Risk above 60 → warning
- Budget vs line total
- Split orders same reseller in 14 days
- Lead time vs launch date
How it works
Same pipeline as the live Intake Agent module.
- 1
Parse the request
Extract units, needed-by dates, and budget phrases from free text — including informal quantities like “a pair of” or “around $25k”.
- 2
Match catalog and supplier
Score catalog keywords and names against each line need. Prefer contracted items and infer category and supplier from the best matches.
- 3
Run policy checks
Evaluate contracted pricing, preferred supplier tier, supplier risk score, budget overrun, split-order patterns, and lead time vs the requested date.
- 4
Build the approval chain
Add the requester’s manager, category manager for IT spend, Finance above $25,000, and the CPO above $250,000 — skipping redundant steps when limits already cover the total.
- 5
Submit and issue the PO
After approvers sign off in sequence, the agent creates a purchase order with supplier payment terms and links it back to the request.
Questions buyers ask
Will agents approve CapEx hardware?
No. Finance and engineering leadership approve.
Integrate with SSO catalogs?
Often starts from finance exports; deeper ties scoped per API availability.
Can GPUs route to special approvers?
Yes via category rules you configure.
Does intake cancel trials?
No. It warns on duplicates; humans decide.