Vendor Spend Report
Vendor Spend Report by Category and Vendor. See what the company spends by vendor and category, spot duplicate tools and renewals, and track savings. Public vendor request page. Free to clone.
Vendor Spend Report is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Finance
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Policy Pete. Its automations include Approved request onboarding checklist, Renewal and overlap digest and Monthly spend by category.
by @taskade
What you can do with Vendor Spend Report
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Vendor Spend Report works
- Approved request onboarding checklist: when a request is set Approved, then Ask Policy Pete for a checklist and Comment the checklist on the request.
- Renewal and overlap digest: when Every Monday at 8 AM, then Find renewals due in 60 days and Find overlapping vendors.
- Monthly spend by category: when First of the month at 9 AM, then Find last month invoices and Find prior month invoices.
Built with Taskade Genesis
- Category: Finance
- AI agents: Policy Pete
- Automations: Approved request onboarding checklist, Renewal and overlap digest, Monthly spend by category
- Workspace: 5 projects, 1 AI agent, 3 automations