AI agentSourcing and negotiation

AI negotiation tracking agent

An AI negotiation tracking agent opens a record for each negotiation and updates it from messages, document versions and notes as talks progress.

  • People stay in control
  • Every action is logged
  • Start with a small sample
Emails and offers
Negotiation plan
Notice dates
Term statuses
AI negotiation tracking agentPrepared for review
  • ✓Negotiation log
  • ✓Status summary
  • ✓Stuck-term alerts
Handed toNegotiation lead receives alerts
4inputs it reads
6steps in the walkthrough
1point where a person decides
3outputs it prepares
See it run

Watch it work

Agent Record Person
Live walkthrough
  1. 1Open the fileRecord
  2. 2Log each roundAgent
  3. 3Track the statusAgent
  4. 4Watch deadlinesAgent
  5. 5Lead updatesPerson
  6. 6Report progressAgent

Creates a record for each negotiation.

Captures offers, asks and responses.

Marks each term as open, agreed or stuck.

Compares progress with the notice date.

The negotiator corrects and adds context.

Summarises position for stakeholders.

The basics

What is an AI negotiation tracking agent?

It shows current status, latest offers, open issues, owners and deadlines, so leaders see the pipeline at a glance.

Read the full explanation

It flags negotiations that are stalled, near a deadline or outside their agreed limits, and reminds owners.

Where it breaks

Why this step is hard by hand

Negotiations run in inboxes and calls. Leaders cannot see which are active, which are stuck and what has already been conceded.

Status lives in individual inboxes.

Nobody notices a negotiation has gone quiet.

Notice dates arrive before talks conclude.

Offers and concessions are not recorded.

When an owner changes, the context is lost.

The path

How the agent does it

  1. 01Open the record

    The agent creates a record with vendor, owner, goals and dates.

  2. 02Update from activity

    It reads messages and documents to update status and offers.

  3. 03Log changes

    It records each offer, concession and open issue.

  4. 04Watch the clock

    It tracks deadlines and flags stalls.

  5. 05Report

    It summarises the pipeline for owners and leaders.

Want to see this flow on your own items?

Bring a small sample and watch Flo work through it.

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Under the hood

Inside the work

AspectBy handWith the agent
StatusProgress sits in the lead's head.Each term has a tracked status.
HistoryRounds are in email.Rounds are logged in order.
DeadlinesDates are checked by hand.Progress is compared with deadlines.
ReportingUpdates are written on request.A summary is ready for stakeholders.
HandoverHand-offs lose context.A new lead sees the full history.
People and control

Who decides, and what to watch

What stays with people

  • ✓
    Running the talksNegotiators decide each move.
  • ✓
    PrioritisingLeaders decide where to focus.
  • ✓
    Approving termsAuthorised staff approve.
  • ✓
    Confirming statusOwners correct the record.

Mistakes to avoid

  • ×
    Relying on memoryStatus goes stale.
  • ×
    Tracking too much detailA busy record is not read.
  • ×
    Not logging concessionsHistory disappears.
  • ×
    Ignoring stallsQuiet talks may signal a problem.

Not sure where negotiation tracking fits in your process?

Talk it through with the team. We will map it to your steps and show where a person stays in control.

  • Works from a sample of your real items
  • Shows what Flo handles and what it hands over
  • No commitment to start
Rollout

Rolling it out

  1. 1Track one deal

    Log a live negotiation.

  2. 2Add alerts

    Switch on deadline alerts.

  3. 3Report

    Share summaries.

  4. 4Cover all deals

    Use across the portfolio.

Signs you would benefit

Nobody knows the state of negotiations.
Context is lost when people leave.
Stakeholders chase updates.
Deadlines surprise the team.
The numbers

How to measure it

Set your own baseline first. We do not publish benchmarks without a source you can check.
Metric 1

Active negotiations with current status

Up-to-date records (%) =
active negotiations updated in the last [n] daysactive negotiations× 100

This shows how current the pipeline view is. A low figure means leaders are looking at old information.

  • Review stalled items weekly.
  • Check ownership after changes.
Questions

Frequently asked questions

Quick answers to what people ask most about negotiation tracking.

Book a demo
What is negotiation tracking?

It is maintaining a record of each live negotiation, including status, offers, owners and deadlines, so progress and history are visible.

Where does the agent get updates?

From messages, documents and notes connected to it. Where nothing has been shared, it shows the record as unconfirmed.

Does it take part in the negotiation?

No. It records and reminds. People negotiate.

Why track negotiations centrally?

So leaders can see what is active, stalled or near a deadline, and so history survives a change of owner.

Try negotiation tracking on your own data

Bring a small sample of real items. We will show what Flo handles on its own and where it hands over to your team.

  • People approve, sign and pay
  • Every action is logged
  • Start with a small sample