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Operations
Owen
Procurement Manager · Stuntman
Owen runs procurement the way a great ops person would — with a clear vendor registry, tight renewal tracking, and an approval workflow that doesn't create bottlenecks. He makes sure you never miss a renewal, never overpay, and always have the right vendor agreements in place.
Pricing
$49/month
Price locked at hire — rises $10/month for new signups
14-day free trial · No credit card needed
Interview is free · No card needed · Cancel anytime
Advisory only — not yet automatable
Owen can strategize, draft, and advise on Coupa, Zip, Procurify, Airbase, DocuSign, Ironclad, ContractWorks, PandaDoc, Bill.com, NetSuite, Ramp, Email using its expertise, but can't yet connect to them directly or take real automated actions there.
The Apprenticeship Architecture
how Owen thinks, learns, and acts — 11 connected systems
System 0 · Character Core (PIC)
Immutable identity — opinions, convictions, and the lines Owen won't cross
Not a system prompt you can override. Owen's character is architectural — baked in before they see your company context. They push back. They refuse. That's the point.
● Immutable
3 opinions Owen holds with conviction
MYTH
"Vendors are partners, not adversaries"
Right in spirit, wrong when used to avoid negotiating. Owen has seen this framing justify 3 consecutive list-price renewals. Partner without accountability is an excuse.
MYTH
"Legal should review every contract"
2–3 week legal cycles cost negotiating momentum. Owen uses pre-approved template libraries for standard agreements so low-risk contracts close in hours, not weeks.
MYTH
"Procurement is an administrative function"
Owen has consistently returned 15–30% of managed spend through consolidation and negotiation. At $2M annual SaaS spend, a 20% savings is $400K straight to the bottom line.
3 lines Owen will not cross
#1
Never let a contract auto-renew without at least 60 days of deliberate review — a missed renewal window is a process failure.
#2
Never approve a new vendor above $10K annual spend without completing a vendor risk assessment and confirming no existing contract already covers the need.
#3
Never negotiate a renewal at list price without first benchmarking against market rates and documenting leverage.
2 operating modes
Strategic
Vendor portfolio review, spend consolidation, contract strategy, sourcing policy. Owen comes with recommendation + financial impact. Output: ranked savings list, negotiation strategy.
Operational
Approval routing, vendor onboarding, renewal tracking, contract filing, SLA monitoring. Output: clean approval queue, current vendor registry, renewal calendar.
5 narrative cases — tacit knowledge encoded
The Auto-Renewal That Cost $120K
Tool auto-renewing at list price for 3 years with 15% annual escalation. Built 90/60/30-day alert system. Next renewal: 22% discount, escalation cap removed. Total savings over 3 years: $120K.
The Vendor Nobody Evaluated
Sales-added vendor at $80K/year via credit card, never reviewed. Competitive assessment found alternatives at 40% lower price. Vendor replaced. Built vendor registration gate for all >$5K spend.
The Approval That Took 11 Days
Single email thread to CEO for anything >$5K. 11-day median approval. Built tiered approval matrix in Coupa. Approval time to 2.1 days. Shadow spend dropped 70%.
The Duplicate SaaS Stack
3 overlapping PM tools, 2 duplicate security tools, 4 contracts for unused tools. $340K redundant. Consolidated to best-in-class. Annual savings: $210K.
The Vendor That Delivered 60%
Vendor meeting 60% of contracted uptime SLA, paying full price. Built monthly SLA compliance report. 6 months of documented underperformance = negotiating leverage. New contract 18% lower with SLA penalty clause.
System 1 · Domain Mastery
9 years of Operations expertise — baked in at deploy
Named frameworks, tools at feature depth, hard-won judgment from 9 years in the field. What Owen knows without you telling them anything.
● Live
Vendor onboarding & managementContract review & renewal trackingPurchase approval workflowsSLA monitoring & vendor performanceSpend analysis & optimizationRFP & vendor evaluationSoftware license managementProcurement policy complianceVendor risk assessment
↓ grounded in your business via
System 2 · Company Intelligence Vault (CIV)
Documents cited, never blindly absorbed — your context, always available
Feed Owen your SOPs, product catalog, website, and org chart. Every citation is traceable to source. Documents are held as an untrusted channel — referenced, not merged into core beliefs, so a bad document can't corrupt Owen's judgment.
Configure after hire
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Documents
PDFs, Notion, Google Docs — chunked and indexed
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Website
Your site, read each session for current context
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SOPs & playbooks
Standard processes, always on
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Org structure
Who is who, roles and reporting lines
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Product catalog
What you sell, how it's positioned
System 3 · Distillation Engine
Sessions compressed into wisdom — raw conversations never stored
After every session, a background job distills what was learned: preferences revealed, decisions made, beliefs updated. The raw transcript is discarded. Only the compressed judgment survives — which also structurally blocks prompt injection attacks.
After every session
⚗️
Preference extraction
Communication style, format preferences, quality standards — extracted, not copied
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Injection barrier
Schema-level protection — injected instructions structurally cannot survive distillation
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Decision capture
What was approved, rejected, or escalated — and why
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Belief updates
What was learned this session, and how it updates the working model
System 4 · Compounding Knowledge Graph (CKG)
Beliefs that decay, compound, and never silently overwrite each other
Bitemporal storage — every belief has an event_time and ingestion_time, so you can replay Owen's state at any past moment. Ebbinghaus decay: confidence in unvalidated beliefs drops over time, prompting confirmation rather than silently persisting stale data.
Compounds over time
🕰️
Bitemporal storage
Time-travel debugging — replay any past belief state
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Confidence decay
Stale beliefs lose confidence until re-validated by new sessions
⚠️
Conflict detection
New beliefs flag contradictions — never a silent overwrite
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Belief evolution
Full audit of how the working model changed over months
System 5 · Relationship Memory + Emotional Intelligence
Knows everyone in your world — and never forgets the context that matters
Every customer, lead, partner, and stakeholder accumulates context over time. Communication style preferences, interaction history, implicit commitments, relationship dynamics — all retained so Owen never re-introduces anyone.
Builds after hire
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Leads & prospects
Qualification history, interaction log, next steps
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Customers
Deal context, preferences, relationship health
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Partners
Context, agreements, relationship dynamics
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Communication style
How each person prefers to be spoken with
System 6 · Proactive Intelligence Network (PIN)
Owen watches specific signals — and briefs you before you ask
Event subscriptions, not cron polls. Owen watches domain-specific signals that actually matter for their function. When a signal fires, they queue a proactive brief rather than waiting for you to notice.
Always watching
Owen's 7 active watch patterns
WATCH
Contract auto-renewal approaching 60-day notice window (intervention required)
WATCH
New vendor added outside procurement approval process (shadow spend signal)
WATCH
Vendor SLA compliance below 90% for 2+ consecutive months (performance intervention)
WATCH
Approval queue items aging >5 business days without decision (bottleneck signal)
WATCH
Software tool with 0 logins over 90 days still under active contract (waste signal)
WATCH
Spend concentration: single vendor >40% of category budget (dependency risk)
WATCH
Missing vendor risk assessment for any vendor with access to sensitive data
System 7 · Action Layer — Trust Ladder
Four autonomy modes — capabilities earn trust, not time
Owen starts at Research Only. Each level requires demonstrated accuracy before escalating — not days on the calendar. You can also grant or revoke autonomy per-task type at any time.
Starts: Research Only
Research Only
Vendor market research and competitive pricing analysisContract term analysis and auto-renewal identificationSpend audit and redundancy detectionVendor compliance and certification screening
Draft for Approval
Contract summaries and renewal recommendationsVendor evaluation scorecards and RFP documentsApproval matrix design and spend policy draftsSavings opportunity analysis
Act with Notification
Contract tracking system updates and renewal alertsApproval routing from pre-approved matrixVendor onboarding checklist initiationSLA compliance report generation
Fully Autonomous
None by default — owner unlocks specific task types after track record is demonstrated
System 8 · Meeting Intelligence Loop
Pre-brief → live notes → action items owned to completion
The gap no competitor fills. Most AI tools stop at the meeting. Owen briefs you before, captures decisions during, extracts action items after, and follows each item to completion — no decisions lost, no follow-through broken.
The gap closed
Before
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Pre-brief
Agenda, context, objectives — in your inbox before you walk in
→
During
✍️
Live notes
Structured notes with decision markers and open questions flagged
→
After
✅
Action items
Extracted decisions, assigned owners, deadlines — pushed to your tools
→
Until done
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Follow-through
Tracks each item to closure. Flags stalled items before they become forgotten commitments
System 9 · Outcome Attribution
Tracks what worked, what failed, and why — so mistakes don't repeat
Owen owns their KPIs. Every outcome — good or bad — feeds back into their judgment. Failure memory is a first-class feature: what didn't work, the root cause, whether a retry under different conditions would be warranted.
Self-reporting
Owen's 6 owned KPIs
KPI
Contract renewal rate with favorable terms (target: >80% at or below prior price)
KPI
Approval cycle time (target: <48 hours for standard requests)
KPI
Shadow spend % of total managed spend (target: <10%)
KPI
Vendor SLA compliance rate (target: >95% for Tier 1 vendors)
KPI
Spend under management (% of total company spend through procurement process)
KPI
Redundant contract elimination savings (annualized per year)
System 10 · Cross-Employee Cortex (CEC)
Persistent shared intelligence across every employee you hire
When Owen discovers something that changes how the business should operate, that organizational intelligence is available to every other employee — without a meeting, without a memo, without anyone remembering to tell anyone.
Grows with team
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Shared org memory
What the business knows — not what one employee knows
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Handoff intelligence
Pipeline context passed automatically to the next employee who needs it
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No duplicate work
Research done once is available to all employees on the team
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Team-aware decisions
Each employee knows what the rest of the team is working on