Generate vendor negotiation strategies from pricing data with GPT-4 and SendGrid

Quick overview This workflow ingests vendor pricing via a webhook or a weekly schedule, analyzes variance against historical and market benchmarks, uses OpenAI to draft negotiation strategies for high-priority cases, then emails recommendations through SendGrid and appends the analysis to a Google Sheets tracker.

How it works Receives vendor pricing data from a POST webhook endpoint or runs every Monday at 8:00 to process a scheduled input. Normalizes incoming fields (vendor, pricing, benchmarks, volume, currency, renewal date, and notes) into a consistent schema. Calculates price variance versus historical and market benchmarks, estimates potential savings, derives a confidence score, and flags whether the opportunity is high priority. Filters to only high-priority opportunities and waits briefly to help manage API rate limits. Uses OpenAI to generate a structured, under-300-word negotiation strategy including tactics, target and walk-away prices, projected savings range, and risk flags. Formats the AI output into a report, emails it via the SendGrid API, and appends the analyzed record to a Google Sheets tab for tracking.

Setup Add an OpenAI API credential for the OpenAI Chat Model used to generate negotiation strategies. Create a SendGrid API key and configure the HTTP request with an Authorization header (Bearer token), then replace the sender and recipient email addresses. Enable the Google Sheets API and provide OAuth/access configuration, then replace YOUR_SHEET_ID and ensure the spreadsheet has a VendorNegotiations sheet with matching columns. If using the webhook trigger, copy the production webhook URL for vendor-pricing-inbound and configure your source system to POST the expected fields (for example vendorName, currentUnitPrice, historicalAvgPrice, marketBenchmarkPrice, contractVolume, and renewalDate).