Template
AI vendor assessment
Assess the agent or workflow, not the vendor as a whole. One sheet per agent.
What it does
- Purpose and the workflows it runs
- Inputs it reads, outputs it produces, actions it executes in which systems
- Autonomy level as documented: assistance, copilot, action, workflow, autonomous
- Human approval: where required, where optional, where absent
Control
- Audit log of actions: exists, exportable, retention
- Explainability: can a user see why an action was taken
- Guardrails: limits, allow-lists, rollback
Data
- Which of our data is sent to the model, and to whose model
- Training on our data: yes/no, contractual basis
- Data residency and retention
Evidence
- Documentation links for 1 to 10
- What we were able to verify ourselves, and how (demo, sandbox, reference)
Outcome
Fit for <use case>: yes / with conditions / no, with the evidence that decides it.
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# AI vendor assessment: <product or agent> Assess the agent or workflow, not the vendor as a whole. One sheet per agent. ## What it does 1. Purpose and the workflows it runs 2. Inputs it reads, outputs it produces, actions it executes in which systems 3. Autonomy level as documented: assistance, copilot, action, workflow, autonomous 4. Human approval: where required, where optional, where absent ## Control 5. Audit log of actions: exists, exportable, retention 6. Explainability: can a user see why an action was taken 7. Guardrails: limits, allow-lists, rollback ## Data 8. Which of our data is sent to the model, and to whose model 9. Training on our data: yes/no, contractual basis 10. Data residency and retention ## Evidence 11. Documentation links for 1 to 10 12. What we were able to verify ourselves, and how (demo, sandbox, reference) ## Outcome Fit for <use case>: yes / with conditions / no, with the evidence that decides it.