GTM SUMMIT 2026 WORKSHOP

Vendor
Onboarding
Challenge

Build an end-to-end automated workflow using Opus and Salesforce to transform manual vendor onboarding into an AI-driven process.

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Teams

Phases

Salesforce Objects

Mission Briefing

The 5-Phase Workflow

Your Opus workflow receives a New Vendor Request Email as input and processes it through five distinct phases.

Deduplication & Escalation

Search Vendor__c to prevent duplicates. Evaluate against Financial Risk Matrix.

Dynamic Document Acquisition

Fetch country-specific requirements. Download PDFs from Google Drive.

Cross-Document Validation

Extract fields with AI. Validate against rules. Ensure consistency across documents.

Sanctions & Regulatory Screening

Verify against sanctions/watchlist database. Flag high-risk vendors.

Recommendation & Summary

Synthesize all findings. Generate AI recommendation: Approve, Reject, or More Info.

Email TriggerPhase 1-5POST Results

Technical Environment

Your Arsenal

Opus

AI workflow automation platform. Build your 5-phase workflow here.

Salesforce

Enterprise CRM. Your source of truth for vendor data and validation.

Google Drive

Document repository. Vendor-submitted PDFs are stored here.

Salesforce Custom Objects

The __c suffix is Salesforce notation for “custom object” — these are pre-built tables in your provisioned environment.

Vendor__cMaster Database

Used for deduplication checks. Search by Tax ID or available data.

Vendor_Doc_Requirements__cDocument Checklists

Country-specific document requirements (e.g., Singapore vs. Australia).

Vendor_Validation_Rules__cValidation Rules

Data validation logic (e.g., Tax ID patterns, field formats).

Vendor_Compliance_Database__cSanctions/Watchlist

Mock database for sanctions and regulatory watchlist checks.

Access Credentials

Credentials Vault

API keys, URLs, and credentials you'll need during the challenge.

Credentials will be shared shortly

The workshop organizer will provide access details before the challenge begins.

Test Data

Test Cases

Pass this email as input to your workflow. Additional test cases will be provided after successful completion.

Test Case 1 — Input Email

Fromjohn.smith@company.com

Toprocurement@company.com

SubjFormal Vendor Onboarding Request - Pacific Systems Solutions

Dear Procurement Team,

I am requesting the onboarding of a new vendor, Pacific Systems Solutions.

Request Details
- Requestor: John Smith, Operations Department
- Urgency: High
- Vendor Country of Origin: United States
- Business Justification: This vendor is essential for the successful deployment of the new datacenter project.
- Services/Products: IT Services
- Tax ID: 20-9624000
- Entities/Locations to be Served: United States

Financial Information
- Estimated Annual Expenditure: $80,000 USD
- Payment Terms: 100 days

Vendor Contacts
- Documentation Contact: Marcus Vance (mvance@pacificsystems.com)
- Authorized Contact: Marcus Vance (mvance@pacificsystems.com, +1-555-0888)

Sincerely,
John Smith

Once your workflow is built and tested for Test Case 1, add an External Service Node to POST your structured results to the webhook endpoint below. 2 additional test cases will be provided after successful completion of Test Case 1.

Submission Endpoint

Webhook

POST your workflow results here when you're done. Copy the cURL below and import it into Postman to test.

cURLPOST

curl -X POST ... \
  -H "Content-Type: application/json" \
  -d '{
  "teamName": "Your Team Name",
  "testCase": 1,
  "results": {
    "phase1_deduplication": {
      "status": "Pass",
      "reasoning": "No duplicate found in Vendor__c for Tax ID 20-9624000..."
    },
    "phase2_documents": {
      "status": "Pass",
      "reasoning": "All required US documents retrieved from Drive..."
    },
    "phase3_validation": {
      "status": "Pass",
      "reasoning": "Company name, address, Tax ID consistent across..."
    },
    "phase4_compliance": {
      "status": "Pass",
      "reasoning": "No sanctions match found for Pacific Systems..."
    },
    "phase5_recommendation": {
      "status": "Pass",
      "reasoning": "All checks passed. Recommend: Approve..."
    }
  }
}'

teamNamestringrequired

testCasenumberrequired

resultsobjectoptional

Postman tip: Click “Copy cURL” above, then in Postman go to Import → Raw Text, paste the command, and hit Send.

Live Results

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Submissions will appear here in real-time as teams POST their results.

VendorOnboardingChallenge