Fill out a vendor onboarding portal without hunting for the same five documents again
Every new enterprise customer sends the same portal: W-9, insurance certificate, banking details, entity information, and a security questionnaire. Agent FM fills it from the compliance folder you already keep: it reads the documents in Drive, works through each section of the portal in your own login, and attaches what the form asks for. Nothing submits on its own. Questions it cannot answer from your files come back to you as a short list instead of a stalled deal, so the only part you do is the part that actually needs you. The paperwork stops being the reason the contract slips a week.
Fill out [customer, e.g. Acme Corp]'s vendor onboarding portal from our compliance folder in Drive.
Pull the W-9, COI, banking details, and entity information from the folder, fill each section of the portal, and attach the documents where the form asks for them.
Do not submit anything. Flag every question you cannot answer from our files and list them for me in one message.
