Bot recipe · Finance
Vendor bills from a mail folder.
Picks up bills arriving in a folder of your mail and files them in your accounting.
Free: 30 answers a day, plus 300 trial credits for every other model. No card.
It starts
- New mail
-
As it happens in Outlook
It works with
Any mailbox
-
Outlook
Any accounting tool
-
Odoo
Its changes
Each upload asks.
Its instructions
What it's told, word for word.
The bot reads these on every run, with your own tools named where they say “your mail”. Change them before it starts, or any time after.
For each new mail in the folder, add each attached bill to your accounting as a draft, recognizing one it already has, and skip newsletters. Check the vendor, date, and total against the bill.
- In Odoo, upload each bill to the purchase journal; Odoo recognizes one it has by its checksum.
- Conversations
- One per email thread.
- Credits
- About 3 to 10 credits a run, at the model's own rate.
- Who sees it
- Only you: it works as you, and its runs are your chats.
Finance
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Start from this recipe.
Sign up, open Bots, and pick Vendor bills from a mail folder. Every part of it stays yours to change.
Free: 30 answers a day, plus 300 trial credits for every other model. No card.