You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

W-9 agent

in AI Agent Collaboration Center

Anyone know if it is possible/supported to build an AI agent that would comb through our supplier base, identify W-9s that are over 1 year old and push an email out to get a new one from that supplier? Bonus points if it could then vet that W-9 against supplier record to confirm supplier details are up to date, and then attach the new W-9 to supplier record.

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!