Reads invoices emailed to your Outlook inbox into an Excel log, and asks your finance manager to approve any over $5,000 first.
Uses
Claude
Microsoft Excel
Microsoft Outlook
Log Outlook invoices in Excel and approve the big ones
Microsoft OutlookWhen an email arrives. Save it as email.When an email arrives. Save it as email.
Finance manager's emailSet finance_manager_email to blank.Files attached to the invoice emailSave the attachments on email email. Save it as attachments.Microsoft Outlook
Read the invoiceRun an AI agent: Read the attached invoice and pull out its details. The email it came with was from emai… and save it as invoice.Invoice's approval outcomeSet approval_status to Under limit.
Is the invoice over $5,000?If invoice.output.amount is greater than 5000Yes
Due date as people read itMake invoice.output.due_date readable as a date and save it as due_date_text.
Finance manager approves the invoiceRequest approval: Approve invoice invoice.output.invoice_number from invoice.output.vendor for invoice.output.amount_display Save it as decision.
Who to ask: finance_manager_emailVendor: invoice.output.vendor
Invoice number: invoice.output.invoice_number
Amount: invoice.output.amount_display
Due: due_date_text
Sent by: email.from
Open the email: email.web_link
Change approval_status to decision.decision.Change approval_status to decision.decision.No
No steps
Add the invoice to the logAdd row. Save it as logged.Microsoft Excel