FINANCE
Receipt Intake Agent: Extract, Convert, and Triage Expense Submissions
When an employee submits a receipt by email, an agent reads the receipt, extracts merchant and foreign-currency total, converts it to base currency.
How it runs
The automated pipeline, trigger to output.
- TriggerNew receipt email in submissions inboxOutlook
- ActionAgent extracts merchant, date, currency, and amount from receipt
- ActionConvert total to base currency at receipt-date rateHTTP webhook
- LogicClassify as fast-track or needs-review by policy and amount
- OutputPost structured result and recommendation to Slack reviewerSlack
What it does
An agent watches a shared submissions inbox, parses each incoming receipt to pull merchant, date, currency, and amount, normalizes the foreign-currency total to base currency, and judges whether the expense is clean enough to fast-track or needs human review based on amount, category, and policy fit.
When to use it
Use this when employees submit receipts ad hoc by email and you want intelligent triage rather than rigid rules — the agent can reason about ambiguous merchants, missing fields, and borderline policy cases instead of failing them outright.
How it works
- 1A new email with a receipt attachment in the submissions inbox triggers the run.
- 2The agent extracts merchant, date, original currency, and total from the receipt.
- 3It converts the total to base currency at the receipt-date rate via an HTTP rate lookup.
- 4The agent reasons over amount, category, and policy to classify the expense as fast-track or needs-review.
- 5It posts the structured result and its recommendation to the assigned reviewer in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect HTTP webhookTrigger any URL on agent actions.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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