Vendor due diligence with a dossier and risk score

You fill in a form about the vendor — the scenario gathers data on it from the web via jinaAi, makes an AI summary, assigns a risk score, and exports the dossier to Quick Base.

  • Gathers company data from the web
  • Reads the sources via jinaAi
  • AI scores the risk and category
  • The dossier and score go to Quick Base
n8n Form
Set it upScriptera

How it works

To pass leads from Quick Base to Web Form automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Intake form
  2. Then: Build Research Prompts
  3. Then: Research Company Background
  4. Then: Delay1: 1 second
  5. Then: Determine Vendor Classification
  6. Then: Delay2: 1 second
  7. Then: Answer risk questions
  8. Then: Extract Reference URLs
  9. Check: Validate URL Extraction
  10. If yes: Fetch Web Content
  11. Then: Summarize Web Content
  12. Then: Merge Content Data
  13. Then: Sanatize URL Data
  14. Then: Calculate Risk Score
  15. Then: Format Assessment Results
  16. Then: Export to Google Sheet
  17. Then: Display Assessment Summary
  18. If no: Handle No URLs Found
  19. Then: Structured Output Parser
  20. Then: Gemini - Risk Assessment
  21. Then: Gemini - Link Summarizer

You can launch this Quick Base + Web Form integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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