Automates the processing of invoices by streamlining email management and ensuring compliance.
Document ProcessingAutomates the processing of invoices by streamlining email management and ensuring compliance.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: invoice, payment request, billing statement, accounts payable, PO number OR from: invoices@, billing@, payments@
1. If subject contains 'invoice' or 'payment request', searchDocuments for related purchase order (PO) or billing statement. Verify details against compliance checklist. 2. Forward emails with 'invoice' and verified documents to accounting@company.com with the 'accounts-payable' label. 3. If PO details are missing, reply requesting missing purchase order information. 4. Apply 'pending-verification' label for invoices awaiting clearance. 5. For emails from trusted vendors, markAsRead and label as 'trusted-vendor'. 6. Star emails marked as urgent or overdue.