Invoice intake & coding

You’ll build an agent that receives invoices by email, extracts and codes them to the right GL account, and waits for approval before anything is written back.

The plan

1. Create the intake agent
2. Give it an inbox with agent mail
3. Accept attached invoices
4. Return coded fields as structured output
5. Require approval before write-back

Step 1 — Create the agent

Create an agent in Agents. In System instructions, define extraction (vendor, amount, date, line items) and your GL coding rules.

Step 2 — Give it an inbox

Publish the agent and add agent mail so vendors and staff can forward invoices straight to it.

Step 3 — Accept attachments

Turn on Accept files in the Capabilities tab so the agent can read invoice PDFs and images attached to messages.

Step 4 — Return coded fields

Enable Structured output with a schema like { vendor, total, gl_code, line_items[] } so the coded data is exact and ready for your AP system.

Step 5 — Require approval

Turn on Require Approval in the Capabilities tab so a human signs off before any write-back action runs. Test the full path from the builder preview.

Where to go next

• Expense report reviewer
• AP/AR reconciliation helper
• Structured output & JSON schema