Daily
Invoice matcher
Matches invoices to POs and receipts and flags exceptions.
Receipt chaser
Follows up politely for missing receipts and documents.
- Runs: Weekly
- Used by: Finance
How it works
What this agent does, step by step
- TriggerWeekly
- Read
Gmail - AgentFollows up politely for missing receipts and documents.
- ResultGmail
Inputs and outputs
What goes in, what comes out
Inputs
Records and messages from Gmail.
Outputs
Updates, drafts, and notes in Gmail.
Tools required
More templates
Start from another agent
- Approval required
Payment runner
Prepares payment runs for one-click approval.
- Daily
Reconciler
Reconciles payments against bank and ledger records.
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