How to Build an Invoice Workflow in Copilot Studio
Learn to create an AI-powered invoice workflow using Agent Flows in Copilot Studio through this step-by-step guide. The workflow is activated by the arrival of an invoice email and employs AI prompts to extract important fields from attachments. It then utilizes an agent to validate the invoice against company policies and vendor lists, guiding decisions through set conditions. Approved invoices are recorded in Excel, while rejected ones prompt alerts to the team. Additionally, this Agent Flow can be incorporated as a tool within an agent, blending the reliability of systematic workflows with the adaptability of AI agents.
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