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Miro AI Playbooks: Strategic Sourcing

Jesse Greenhouse

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Accelerate strategic sourcing with AI-powered Miro Flows

This template is for procurement and transformation teams who want to replace days of manual proposal reviews with clear, objective shortlists in minutes.

Powered by Miro Flows and Miro Sidekicks, this multi-step workflow helps your team turn raw partner proposals into structured evaluations and ranked shortlists that drive confident procurement decisions, all directly on the canvas.

👉 Learn more about the Strategic Sourcing AI Playbook:https://miro.com/ai-playbooks/strategic-sourcing/

🎥 Watch the step-by-step walkthrough video:https://www.youtube.com/watch?v=WGA-X2oGArc

Who this template is for

  • Procurement and sourcing specialists

  • Transformation and operations leads

  • Supply chain managers

  • IT and implementation project leads

  • Cross-functional evaluation committees

Whether you’re vetting a single vendor or managing a complex RFP, this template gives you an AI-assisted way to move from proposal overload to strategic shortlists.

Why you’ll love it

  • Rapid requirements gathering: Extract requirements from workshop transcripts and stakeholder input 10x faster without manual documentation.

  • Objective AI scoring: Score proposals using structured criteri, AI handles the scoring mechanics while you maintain final judgment.

  • Automated reporting: Generate polished evaluation reports and comparison tables simultaneously so every stakeholder sees the same clear picture.

  • Massive time savings: Go from one full day of partner evaluation down to just 30 minutes.

  • Reduced manual effort: Experience a 50-60% reduction in total sourcing effort.

What this template helps you create

  • Functional and technical requirements lists

  • Structured partner evaluation tables

  • Objective capability and cost scoring sheets

  • Ranked vendor shortlists

  • Polished procurement evaluation reports

How to use the template

  1. Click Use template to instantly deploy the strategic sourcing workflow.

  2. Add your inputs - pull workshop transcripts and partner responses directly onto the canvas.

  3. Run the flow to automatically extract requirements and functional needs.

  4. Execute automated scoring against your criteria to assign objective ratings on coverage and cost.

  5. Review top candidates as a team using voting and discussion tools to make final selections with full context.

"The AI approach is about 10 times faster than if you create the requirements manually. We can focus on strategic decisions instead of documentation."

Transformation Lead, Smart System Guild

Jesse Greenhouse

Solutions Lead, Cloud & AI @ Miro

Leading Miro's Cloud & AI Solutions, empowering teams to use Miro to accelerate their cloud & AI transformation.


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