Recipe + prompt
Client mail to accounting
Emails, PDFs, and scans are recognized, assigned to the client, reviewed, and provided as a structured accounting export.
- 01 Intake
Email, PDF, scan
- 02 Detection
OCR and invoice fields
- 03 Assignment
Client and document type
- 04 Review
Human when uncertain
- 05 Export
DATEV SKR03
Implement as
- Starting point
- Client mail sits unsorted in inboxes and is posted too late.
- Automated result
- A reviewed voucher plus DATEV SKR03 structure.
- Inputs
-
- Email PDF
- Scan
- Invoice
- Outputs
-
- Client
- Voucher fields
- DATEV SKR03
- Review log
Flow
- 01Ingest the document
- 02Extract the German/DATEV invoice
- 03Assign the client
- 04Open a task when confidence is low
- 05Export DATEV SKR03
- Authentication
- PaperOffice session
Tax-firm PaperOffice session. Export only after approval.
- MCP profile
- Endpoints
-
POST /job/add/workflowPOST /workflow_tasks/listPOST /workflow_tasks/resolveGET /job/get/{job_id}
- Modules
-
- Capture
- OCR
- Classify
- Workflow
- Export
- Permissions
- Workflow jobs, claim/complete/resolve tasks, DATEV export job.
- Errors and approval
- Send unreadable vouchers to review. Poll 202. No export without approval. Do not loop on 402/429.
- Security
-
- Export only after approval
- No customer data in prompts
- Client separation in the workspace
Prompt for PaperOffice workflow
Read this first, in full:
https://api.paperoffice.ai/latest/docs/llms-full.txt
Task:
Native PaperOffice workflows for client mail: detection, client, review, DATEV export.
Only these endpoints:
- POST /job/add/workflow — Extract invoice (German/DATEV-optimized); file or pofid
- POST /job/add/workflow — Export DATEV SKR03 accounting
- GET /job/get/{job_id}
- POST /workflow_tasks/list
- POST /workflow_tasks/claim
- POST /workflow_tasks/complete
- POST /workflow_tasks/resolve
Automatic: OCR, fields, suggested client. Human: approval before export. Test file: https://api.paperoffice.ai/latest/download/demo/demo_invoice.pdf
Handle 401/403/402/429/202 as documented. No endless retries. Do not invent endpoints.- https://api.paperoffice.ai/latest/download/demo/demo_invoice.pdf
- mandant: Beispiel GmbH
- beleg: Eingangsrechnung
Expected result
invoice_number, date, supplier, amounts, skr03_export, hitl=approved
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