Draft the monthly supplier performance note
At the start of the month Claude reads last month's deliveries and rejects per supplier and writes the note: on-time delivery, rejects, open complaints, and who to talk to.
Safe versionPurchasingWhen you need it
Set it up3 steps
Open the Claude desktop app and sign in with the Claude account you use for work. On a personal Free, Pro or Max plan, chats can be used for training unless you switch off SettingsPrivacyHelp improve Claude.
No account yet? Ask your manager.
Where things are in Claude
- CustomizeConnectors In Claude's left sidebar: connect your email and files.
- /schedule Type it in a new Cowork task to run a prompt on a schedule.
- Scheduled In Claude's left sidebar: what runs, to pause or change it.
- Each month, export deliveries and incoming rejects from your delivery records into a Drive folder called Supplier performance, without price, value or cost columns.
- Connect your email and Google Drive under CustomizeConnectors.
- In the first days of the month, open Cowork and paste the prompt. Read the drafts before anything goes to a supplier.
Set this up on your computer: the Claude desktop app runs it.
The prompt
- Taken out by a company rule: Read last month's deliveries and incoming rejects in my "Supplier performance" folder, and last month's note in the same folder.Read last month's deliveries and incoming rejects in my "Supplier performance" folder, and last month's note in the same folder. Never write prices, costs or price changes: if a file still shows one, ignore it and never repeat it.safe version
- Taken out by a company rule: 1. For each supplier: deliveries due, delivered on time, on-time rate, parts received, parts rejected, rejects per million, open complaints, and price changes in the month.1. For each supplier: deliveries due, delivered on time, on-time rate, parts received, parts rejected, rejects per million, and open complaints.safe version
- 2. Compare with last month's note and say who improved and who slipped.
- 3. Name the three suppliers to talk to this month, and why, from the numbers.
- Taken out by a company rule: 4. Draft a short, factual email to each of them with their numbers, asking for an improvement plan. Save them as drafts in my email. Do not send.4. Draft a short, factual email to each of them with their delivery and quality numbers, never a price, asking for an improvement plan. Save them as drafts in my email. Do not send.safe version
- Write the note as a new Google Doc in that folder. Mark any number that looks wrong instead of correcting it.
- Company rule: never put prices into this task. If an email or file contains them, skip that part and tell me.company rule
Kept out of AI
- PricesKept out
- Safe version. Reads delivery and reject lists exported without prices, and scores delivery and quality only. Prices and price changes stay out of the note and the drafts.
What you get
A one-page note with one row per supplier, what changed since last month, and a short draft for each supplier that needs one.
Get this workflow for your team
Two minutes each: everyone gets a plan of ready workflows like this one, inside your company's rules.
Your manager sees progress and hours. Never what Claude reads or writes.
FirstPrompt's workflow library adapts parts of Anthropic's knowledge-work-plugins (Apache-2.0), rewritten by FirstPrompt. Source and licence