AI guides new vendors through documentation, compliance, and system setup with sequenced emails. Procurement reviews before every send.
Vendor onboarding delays hold up procurement for weeks. Missing documents, incomplete tax forms, and unclear system access instructions mean vendors cannot invoice or deliver on time. Each back-and-forth email asking for another missing document adds days to the process.
MultiMail's AI agent manages sequenced onboarding emails that guide vendors through every required step — W-9 submission, insurance certificates, payment setup, and compliance certifications. Gated_send ensures procurement reviews each communication for accuracy before reaching the vendor.
When a new vendor is added to your procurement system, the AI agent generates the complete onboarding email sequence with all required documentation steps.
Using send_email, the agent sends step-by-step onboarding emails: welcome with checklist, document requests, system access instructions, and compliance forms.
With gated_send, each email is reviewed by procurement before delivery. This prevents errors in requirements, pricing references, or compliance specifications.
The agent monitors check_inbox for vendor responses, tracks which documents are outstanding, and sends follow-up reminders for missing items.
import requests
API = "https://api.multimail.dev/v1"
HEADERS = {"Authorization": "Bearer mm_live_xxx"}
response = requests.post(
f"{API}/send",
headers=HEADERS,
json={
"from": "[email protected]",
"to": ["[email protected]"],
"subject": "Welcome to our vendor network - getting started checklist",
"text_body": (
"Hi procurement team at Widget Supply Co,\n\n"
"Welcome aboard! To complete your vendor setup, "
"please provide the following documents:\n\n"
"1. W-9 (Tax Identification) - required\n"
"2. Certificate of Insurance (COI) - required\n"
"3. Banking details for ACH payment - required\n"
"4. Quality certifications (ISO, etc.) - if applicable\n\n"
"Upload documents: https://vendors.yourcompany.com/upload/WS-2026\n"
"Deadline: March 26, 2026\n\n"
"Questions? Reply to this email."
),
"html_body": "<h2>Welcome to Our Vendor Network</h2><p>Hi procurement team...</p>"
}
)
print(f"Welcome email queued: {response.json()[&"cm">#039;id']}")Kick off the onboarding process with a welcome email and requirements checklist.
import requests
API = "https://api.multimail.dev/v1"
HEADERS = {"Authorization": "Bearer mm_live_xxx"}
"cm"># Track missing documents and send follow-up
missing_docs = ["Certificate of Insurance", "Banking details"]
response = requests.post(
f"{API}/send",
headers=HEADERS,
json={
"from": "[email protected]",
"to": ["[email protected]"],
"subject": "Reminder: 2 documents needed to complete vendor setup",
"text_body": (
"Hi Widget Supply team,\n\n"
"We&"cm">#039;re still waiting on the following to complete your "
"vendor setup:\n\n"
+ "\n".join(f"- {doc}" for doc in missing_docs) +
"\n\nUpload here: https://vendors.yourcompany.com/upload/WS-2026\n"
"Deadline: March 26, 2026 (10 days remaining)\n\n"
"Once complete, we can process your first purchase order."
)
}
)
print(f"Follow-up sent: {response.json()[&"cm">#039;id']}")Send a reminder for outstanding onboarding requirements.
"cm">// Add vendor as a contact with onboarding metadata
await mcp.add_contact({
email: "[email protected]",
name: "Widget Supply Co",
metadata: {
type: "vendor",
onboarding_status: "in-progress",
missing_docs: ["COI", "banking"],
deadline: "2026-03-26"
}
});
"cm">// Send welcome email (goes to approval queue)
const result = await mcp.send_email({
to: "[email protected]",
subject: "Welcome to our vendor network - getting started",
text_body: "Hi Widget Supply team, welcome aboard! Please provide..."
});
await mcp.tag_email({
email_id: result.id,
tags: ["vendor-onboarding", "widget-supply", "welcome"]
});
"cm">// Check for document submission replies
const inbox = await mcp.check_inbox({
mailbox_id: "procurement-mailbox-id",
status: "unread"
});Use MCP tools to manage vendor contacts and track onboarding progress.
Sequenced emails with clear instructions eliminate confusion and back-and-forth. Vendors know exactly what to provide and when.
Gated send ensures procurement reviews every email for correct requirements, pricing references, and compliance specifications before delivery.
The AI agent tracks which documents are outstanding and sends escalating reminders, ensuring nothing falls through the cracks.
Every vendor receives the same comprehensive onboarding sequence, reducing variability and ensuring no required step is skipped.
Email infrastructure built for AI agents. Verifiable identity, graduated oversight, and a 38-tool MCP server. Formally verified in Lean 4.