Run a Vendor and Tool Stack Audit Like an Enterprise Procurement Team
Complete a full tool stack review and consolidation plan in about three hours a quarter.
Download workflow config (JSON)How the data moves
This is a handoff plan, not an automatic integration. Review outputs before the next step. Unlabeled arrows show order, not a verified data format. Use the capability links to explore tool substitutions.
Step 1
Inventory All Current Tools and Spend
List every software subscription and its monthly cost in a Notion AI database so nothing hides in a forgotten credit card statement.
Step 2
Evaluate Alternatives With AI Research
Use Perplexity to research cheaper or more capable alternatives for your highest-cost or lowest-value tools.
Step 3
Score Vendors Against Weighted Criteria
Set up a scoring model in Airtable AI that weighs cost, features, and reliability so decisions aren't just gut feel.
Step 4
Negotiate or Consolidate
Ask Claude to help draft negotiation talking points or a consolidation plan for tools you're cutting or renewing.
Time Required
3 hours per quarter
Expected Result
A scored comparison of every tool you pay for, with a clear list of what to keep, cut, or renegotiate.
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