All recipes Insurance
- Inbound mail
- Document approval
- Compliance check
- Claims file
- Invoice
- Identity document
Recipe + prompt
Complete insurance claims files
Notices, evidence, and invoices are assigned. Missing files and approval stay visible.
- 01 Intake
Document arrives
- 02 Recognition
OCR and layout
- 03 Classification
Type and fields
- 04 Review
Rule or person
- 05 Result
Status and export
Implement as
- Starting point
- Notices, evidence, and invoices are assigned. Missing files and approval stay visible.
- Automated result
- Notices, evidence, and invoices are assigned. Missing files and approval stay visible.
- Inputs
-
- Document
- Context
- Outputs
-
- Status
- Fields
Flow
- 01Accept intake
- 02Recognize
- 03Review
- 04Task or export
- 05Set status
- 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
- 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:
Notices, evidence, and invoices are assigned. Missing files and approval stay visible. 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.- insurance-claims-file-sample.pdf
- company: Example Ltd
Expected result
recipe=insurance-claims-file, status=ok
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