Transcript

Transcript

Let me show you how simple it is to create workflows in the LinkSquares platform. We can start with a legal request. We've set up a vendor MSA with several associated steps.

Within this request, we have contract negotiation, vendor set up, and security review. If we delve deeper into the contract negotiation, you'll see there's an assignment for approval, specifically for legal approval.

We also have an app connection that sends a summary over to Slack, and we've set up LinkAI to conduct a comprehensive risk assessment against our playbook. This helps me identify what needs redlining right away. Then we move on to the vendor setup where a task is dispatched to finance to add the approved vendor to NetSuite. Here we can include any additional tasks needed to gather the required information to ensure they're an approved vendor. Following that, we have the security review step. It's essential that our security team assesses the vendor's SOC and ISO compliance.

These three steps in the workflow can be laid out consecutively or simultaneously, but it's set up to that all are completed before we proceed to route the document for signature. This is the power of LinkSquare's workflow builder.