Internal operations · Worked example
Supplier and accounts inbox triage
Sorts the accounts inbox, matches supplier invoices to purchase orders and flags anything that doesn't line up.
The problem
Supplier invoices, statements, price changes and remittances all land in one inbox. Someone has to open every email, and mismatched invoices slip through.
How it works
- Reads every email to the accounts or suppliers inbox
- Sorts invoices, statements, remittances and price notices
- Matches invoices to purchase orders in your system
- Drafts the bill in your accounting software for approval
- Flags price differences and unknown suppliers for a person to check
What it connects to
- SupplierPlease find attached invoice INV-8812 for order PO-3301.
- Agent[Internal note] Matched to PO-3301. The invoice total is 180 dollars higher than the order. Line 3 unit price has changed. Held for review.
- Staff memberDid they tell us about a price change?
- AgentYes. Their price notice email from 2 September lists a new price for that item. I've linked it to the bill.
- Staff memberOK, approve it.
Illustrative conversation. Names, numbers and details are made up.
Live demo of this agent
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