This automation recipe keeps supplier risk visible while you still have alternatives. It scores how much of a category's spend sits with a single vendor and routes anything over your threshold to a named owner for a decision.
Why This Matters
Concentration builds quietly. One supplier is easiest, then convenient, then structural, and by the time the renewal arrives there is no second quote to negotiate against. Scoring it on a schedule turns a slow drift into a dated decision.
What This Automation Does
- Structured memory: Track vendor, category, annual spend, contract end, alternates qualified, and owner.
- Decision views: A spend table by category and a review queue for anything over threshold.
- AI assistance: An agent summarizes the exposure per category and drafts the question for the owner.
- Execution: A scheduled pass recalculates concentration and opens a review task where it crosses your line.
How To Use It
- Load current vendors, categories, and annual spend.
- Set the concentration percentage that deserves a conversation.
- Name the owner per category.
- Schedule the recalculation quarterly.
Who It Is For
Operations leads, finance managers, and founders who buy at scale.
Capability Boundary
This scores and routes what you record. It does not source alternate suppliers or negotiate on your behalf.
Build it in Taskade, pair it with the renewals automations, or chain the steps with automations execution.