Process invoices and receipts from email
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.
How it works
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.
Prompt
Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.
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.MCP servers it needs
Source
The vendor page this playbook is drawn from, and the passage that supports it.
attachments are read on our servers (PDF, Word, Excel, scans by OCR), searchable, and turned into validated JSON.Use cases: what AI agents do with email · Agentboxd