Document Classifier

Capabilities

• Routes invoices, contracts, and NDAs to workflows
• Extracts metadata for search and retention
• Applies sensitivity labels
• Triggers downstream automations

How it works

1. 1

   Secure document intake

   Invoices and contracts arrive via email, CLM, or ERP with encryption in transit.

2. 2

   Extract and reconcile

   The Document Classifier agent structures data, matches POs, and flags exceptions for review.

3. 3

   Approve and post

   Finance approvers release entries to ERP or BI with a full activity trail.

Required integrations & tools

Connects to: S3 / SharePoint, ERP, Ticketing.

What a run costs

Typical cost: ~5–11 tokens per run

You see an estimate before the run starts and the real amount when it finishes, drawn from your balance. Admins can cap what this agent — or the person using it — may spend in a month.

You stay in control

• This template is a starting point: you get your own copy and can change its instructions, model, tools and knowledge without affecting anyone else.
• Anything that changes the outside world asks first — and you can edit what it proposed before approving. Sending mail, deleting and paying always ask again.
• Run it from the chat, on a schedule, or from an external event via a webhook — the history, cost and output of every run are kept.