Recipe + prompt
Process incoming invoices automatically
Amount, vendor, and duplicates are caught before posting.
- 01 Capture
Invoice from email, scan, or upload
- 02 Extract
Amount, vendor, tax, document date
- 03 Check
Duplicates and mismatched amounts
- 04 Approve
Rule or person on exceptions
- 05 Export
Posting or DATEV handoff
Implement as
- Starting point
- Incoming invoices sit in mailboxes. Amounts are typed by hand, duplicates appear late.
- Automated result
- Every invoice has vendor, amount, and status before posting. Duplicates are visible.
- Inputs
-
- Invoice PDF
- Email invoice
- Scan
- Outputs
-
- Amount
- Vendor
- Duplicate flag
- Approval
Flow
- 01Take the document into the workspace
- 02Workflow and IDP for amount and vendor
- 03Check duplicates against the archive
- 04Create a task on exceptions
- 05Set approval or export
- Authentication
- PaperOffice session
PaperOffice session. People review exceptions. No secret keys in browser scripts.
- MCP profile
- Endpoints
-
POST /job/add/workflowPOST /documents/idp-agent-runPOST /workflow_tasks/listPOST /workflow_tasks/resolve
- Modules
-
- Capture
- OCR
- Classify
- Workflow
- Export
- Permissions
- Scope only for POST /job/add/workflow, POST /workflow_tasks/list, POST /workflow_tasks/resolve. No DELETE, admin, billing, or webhook rights on po_pk_.
- Errors and approval
- 401/403: check key, scope, or origin. 402: budget. 429: wait, do not loop. 202: poll until completed. Timeout: retry once, then stop. Mark partial failures.
- Security
-
- do not share the session
- people handle exceptions
- keep the audit log
Prompt for PaperOffice workflow
Read this first, in full:
https://api.paperoffice.ai/latest/docs/llms-full.txt
Task:
Amount, vendor, and duplicates are caught before posting. Use documented endpoints only.
Frame:
- Base URL: https://api.paperoffice.ai/latest
- Describe a native PaperOffice workflow. A person reviews exceptions.
Only these endpoints:
- POST /job/add/workflow
- POST /workflow_tasks/list
- POST /workflow_tasks/resolve
Errors: stop on 401/403 and check the key. Show budget on 402. Back off on 429. Retry a network error once. Do not invent endpoints. Do not use real tokens.- incoming-invoices-sample.pdf
- company: Example Ltd
Expected result
recipe=incoming-invoices, status=ok
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