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TITAN AI – Vendor intake form walkthrough

TITAN AI – Vendor intake form walkthrough
Organizations can complete the entire vendor intake process directly within TITAN AI, starting with building the intake form right in the platform.

Organizations can complete the vendor intake process within Titan AI. They would start by building the form directly in the platform. This form will contain all of the questions that they’d like. They have the ability to add more questions, remove questions. Each question will get mapped to a field that will be stored within the vendor’s profile. You can also decide if they want questions to be required or not and if it affects the risk score. These risk rules will determine how critical the vendor ends up being. This is all customizable as well, and you can add different conditions to help influence the risk level. These conditions can be tested to see what the outcome will be if a certain field is entered. Once the form is built, the link can be shared with internal stakeholders, colleagues, other team members, whoever is requesting a new vendor for the organization. The form is accessed through the URL that was shared. From here, a user can add in all the information for the new vendor. They could put in notes and have the AI prefill the form, or they can manually start filling out the fields that the form is asking for. Spender has not been assessed yet. Enter in an internal business owner, some sample numbers, and I can submit this form. Once the form is submitted, the vendor will show up as a new item in the vendor intake list. I would be able to open up the form and see all of the details that was provided about the vendor. And from here, I can select whether I’d like to complete the intake or reject the intake.

Vendor Intake in TITAN AI

Organizations can complete the entire vendor intake process directly within TITAN AI, starting with building the intake form right in the platform.

Step 1: Build the Intake Form

The form contains all the questions an organization wants to ask. You can:

  • Add or remove questions at any time
  • Map each question to a field stored in the vendor’s profile
  • Mark questions as required or optional
  • Decide whether a question affects the risk score

Step 2: Configure Risk Rules

Risk rules determine how critical a vendor ends up being. These rules are fully customizable — you can add different conditions to influence the risk level, and test those conditions to see what outcome results when a specific field is entered.

Step 3: Share the Form

Once the form is built, share the link with internal stakeholders — colleagues, other team members, or anyone requesting a new vendor for the organization. The form is accessed through the shared URL.

Step 4: Submit Vendor Information

From the form, a user can enter all the information for the new vendor. They can:

  • Add notes and have the AI prefill the form
  • Manually fill out the requested fields

In this example, the vendor has not yet been assessed. After entering an internal business owner and some sample details, the user submits the form.

Step 5: Review and Act on the Intake

Once submitted, the vendor appears as a new item in the vendor intake list. From there, you can open the form to see all the details provided about the vendor, then choose to complete the intake or reject it.