The agent receives emails with attachments, automatically extracts data from PDFs, Word docs, Excel sheets, or scanned images via OCR, and outputs validated JSON for financial record-keeping.
The agent monitors its dedicated email inbox for incoming messages containing financial documents. Upon receiving an email, it retrieves the attachments and processes them using the server's built-in OCR and parsing capabilities. The agent verifies the extracted data structure and converts the document content into a standardized JSON format, ensuring accuracy for downstream accounting or auditing systems.
- Category: Finance and payments
- Effect: Changes data in your accounts
- MCP servers: Agentboxd MCP (https://koskamo.com/explore/agentboxd-mcp)
- Source: Use cases: what AI agents do with email · Agentboxd (https://agentboxd.com/use-cases)
- Source quote: "attachments are read on our servers (PDF, Word, Excel, scans by OCR), searchable, and turned into validated JSON."
- Playbook page: https://koskamo.com/explore/use-cases/process-invoices-and-receipts-from-email
Prompt: Check my inbox for any new emails containing invoices or receipts. For each attachment, extract the vendor name, date, total amount, and line items. Return the data as a validated JSON object. If an attachment is a scanned image, ensure OCR is used to extract the text.