Supplier scorecard draft

Ops / AUTOMATE.md

At the start of each month, score supplier records and draft a scorecard for review.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

Same measures for every supplier
Review pack ready before the meeting

How it runs

1. Starts
On the first working day of each month
2. Reads
supplier records
3. Delivers to
Documents
4. You decide
Approve each time, or let the steps you trust run. Your choice.

Why operations teams set this up

Supplier reviews run on whichever week was worst, so scores swing and the conversation is anecdotes rather than numbers. Buyers cannot say which supplier is really costing them, and improvement plans never reach the supplier's own account manager. One scorecard built from receipt, quality and invoice data turns the review into a decision.

See the whole job: Supplier performance review

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

Change when it runs
Move it to another day or time, or start it when something arrives, like a new email.
Add your own rules
Limits, exceptions and what good looks like go in the same file, in plain words.
Decide what waits for you
Mark the steps that need your OK, and let the rest run.

You stay in charge.
At every step.

It checks and drafts. Your team decides what is ordered and sent.

No order placed on its own
Requisitions and supplier notes wait for a buyer to approve and send.
Undo what you don't want
Every step is recorded, and a file it changed can be put back.
Only the systems you connect
Each automation reaches only the folders and apps you give it.

Supplier scorecard draft

Approve before it saves the document?

ReviewApprove

Before you download.

Where does it run?: On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?: Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?: It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?: Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?: No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Instead ofGood atWhere it stops

Your ERP's alerts and rules

Flagging thresholds inside the ERP.

They can't read a supplier's email or a scanned delivery note, or draft the next step.

Flowchart automation tools

Moving data between apps at high volume.

Real-world exceptions multiply branches until the flow is harder to follow than the work.

AI chat assistants

Explaining a document when you paste it in.

Deliveries keep arriving while nobody is asking, and the procedure lives in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Other setups for the same job.

Supplier certificate expiry

Check supplier certificates for expiry in the next 30 days and email the supplier owner with the renewal request.

When a supplier certificate expires within 30 days

Supplier improvement plan

When a supplier score misses target twice, draft a corrective action plan and email it to the supplier's account manager.

When a supplier misses the same target two months running

Related workflows

Vendor management

Keeps every supplier's contract, certificates, banking and tax records current, so renewals and payments stop depending on a phone call.

Write your own

Purchase order intake

Turn incoming purchase orders into clean, approved records before they reach the supply base.

4 automations

Quality reports

Builds the quality report from the same defect, scrap and inspection records every month, so the numbers stop being retyped from a spreadsheet.