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Vendor onboarding, from first email to approved supplier

A new supplier writes in; your Aivell sends the vendor pack, reads each returning document onboard — company details, tax ID, insurance, bank data — checks the set for completeness and consistency, chases what is missing, and registers the approved vendor in your database. Bank details always pass a human before anything is saved.

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starts when: A new supplier sends their details to purchasing@

The problem

Onboarding a supplier sounds like one task and is actually eleven. Request the documents. Receive four of six. Notice the insurance certificate expired in March. Ask again. Receive a photo of a form, sideways. Check the IBAN against the letterhead. Type everything into the vendor master. Weeks pass between “we’d like to work with you” and the first order — and purchasing did nothing in that time but clerical relay.

The stakes are higher than tedium. The vendor master is where payment fraud walks in: a mistyped or maliciously “updated” IBAN sends real money to the wrong account, and the gap is usually discovered only when the genuine supplier asks where their payment went.

How your Aivell does it

  1. The pack goes out immediately. A new supplier’s first email triggers a reply with the complete list of what you need — once, not drip-fed over three weeks of back-and-forth.
  2. Every returning document is read onboard. Forms, PDFs, scans, phone photos — company details, tax ID, insurance dates and bank data are extracted on the box, inside your network.
  3. The set is checked as a whole. Complete? Names consistent across papers? Insurance still valid? Gaps produce a same-day reply listing exactly what is outstanding — and reminders until it isn’t.
  4. Bank details stop for a human. Before anything touches the vendor master, Nadia gets the document and the extracted IBAN together on her screen — or her phone — and confirms with one tap.
  5. Registration is the easy part. The approved record is written to your database, the supplier gets a confirmation, and the monthly review sees whoever stalled or was refused.

The guardrails do the quiet security work: the AI can create vendors but can never edit an existing one’s bank details, and its outbound mail is confined to the applicant and your purchasing team. Your onboarding procedure — documents, patience, thresholds — is the chore, written the way you would explain it to a new buyer on their first day.

The chore, as you'd write it.

No flowcharts, no code — a chore is just a message to your Aivell, in your own words. It shapes it into a solid, guarded procedure and follows it to the letter. This one:

Giulia Aivell · onboard new vendors ● active

when a new supplier writes in, send the vendor pack — everything we need, one list

as documents arrive, read each one — company details, tax id, insurance, iban

check the set is complete and the company name matches across all papers

missing or expired documents — reply listing exactly what is outstanding

still incomplete after a week, remind once; after three, tell purchasing

bank details never go in unchecked — Nadia confirms every iban before registration

register the approved vendor in the database and confirm to the supplier

note stalled or rejected applications for the monthly purchasing review

You
Got it — I'll start right away, and check with you whenever something needs a human.
Giulia Aivell

The tools it uses.

Connected with single-click passkeys — no copied tokens, no OAuth hell.

Email sends the vendor pack, chases gaps
Documents & Vision reads certificates and forms onboard
Database registers the approved vendor record

Sensible guardrails.

Every tool can be limited to exactly what this chore needs. For this one, you might set:

Database May insert new vendor records only. Editing or deleting existing vendors — including their bank details — is blocked.
Email Writes only to the applying supplier's address and the purchasing team. No other recipients.
Documents & Vision Reads what arrives in the application thread; it cannot browse the network share for anything else.

Questions, answered.

How does this protect us from bank-detail fraud? +

Two ways at once. The chore forces a pause — Nadia sees the submitted document and the extracted IBAN side by side and confirms with a tap before registration. And a guardrail makes existing vendors' bank details unwritable by the AI entirely, so a spoofed "we changed banks" email has no lever to pull.

Suppliers send photographed certificates and scanned forms. Does that work? +

Yes — the vision runs onboard the box, so a phone photo of an insurance certificate is read as easily as a clean PDF, and with the same privacy. If something is genuinely unreadable, the supplier is asked to resend, not guessed at.

Where is all this supplier data processed? +

Inside your office. Company registrations, tax IDs and bank documents are read and checked on your own hardware — which is exactly the privacy-by-design posture [GDPR Article 25 asks for](https://seresa.io/blog/eu-ai-act-for-marketers/gdpr-article-25-and-local-ai-why-on-premise-llm-inference-is-privacy-by-design).

What if a vendor just stops replying halfway? +

The chore keeps the file open, reminds on your schedule, and after the patience you defined runs out, the application lands on the monthly review list with its history. Half-onboarded vendors stop haunting the purchasing inbox.

Related.

What is an Aivell?

An Aivell is an on-premise AI colleague: a small box that plugs into your network, runs its own AI onboard and takes the repetitive work off your desk. Prompts, documents, data — nothing ever leaves your office. Unplug the internet: it keeps working.

You describe each task as a chore, in plain language. Your Aivell turns it into a solid, guarded procedure and runs it in the background — with guardrails on every tool, a complete audit trail, and approvals in your hand when you want them. One-time setup, fixed monthly fee. No tokens, no overages.

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onboard inference · air-gapped · fixed monthly fee