Please build me a vendor spend summary from FlipperForce.
1. Pull the expense line items across [PROJECT NAMES, or say: my active projects]
2. Group the spend by the company on each line item
3. For each vendor, show the total amount paid, the number of transactions, and which projects they appear on
4. Rank the list by total spend, highest first
Flag any spend with no company assigned as a separate line so I know how much is unattributed. Change nothing.
This reads expenses one project at a time, so a wide sweep means one request per project. Scope it to the projects you care about rather than the whole history if you have a large workspace.
You have a rough sense of which contractors you use a lot. You do not have a number. Which roofer have you actually paid the most across every project this year, and is it the one you think it is.
That total is buried across separate projects, and nobody adds it up. So you negotiate rates blind, renew with vendors out of habit rather than data, and never notice when a supplier quietly became your largest single line of spend.
Your assistant pulls the expense line items across the projects you name and groups them by the company on each one. For every vendor it totals what you have paid, counts the transactions, and lists which projects they worked on, then ranks the whole list from highest spend to lowest.
The result is the view no single project screen gives you: who your biggest trade partners actually are across your whole business, not just on one flip.
What it will not do: this automation is read only. It totals and ranks what is recorded and changes nothing.
This prompt requires a connection to the FlipperForce Public API. Once your AI agent is connected to your account, you can run any prompt in the library.
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Before you run this, check:
Best run before annual pricing conversations, not after. Knowing a vendor is your single largest trade spend is leverage.