行業 playbook
Accounting
典型請求
“Match this month's supplier invoices to PO numbers and flag anything missing approval.”
在 Not Only Office 中如何運行
- 1
Upload invoices
Finance drops PDF invoices and the PO register into Knowledge.
- 2
Run guided task
Accounting AI extracts vendor, amount, PO line, and due date into a review table.
- 3
Cross-check policy
Agent compares each line to approval limits in your uploaded finance SOP.
- 4
Human review
Reviewer edits exceptions, adds notes, and approves the exception list.
- 5
Export hand-off
Structured CSV and summary email go to Excel or ERP — nothing posts automatically.
內建 playbook——註冊後在您自己的文件與會議上運行此工作流。