行業 playbook
Finance / Banking
典型請求
“Which invoices this month are missing PO numbers before we close the books?”
在 Not Only Office 中如何運行
- 1
Ingest month-end pack
Upload AP inbox exports and invoice PDFs to the workspace.
- 2
Extract & classify
Finance AI structures vendor, GL hint, PO field, and approval status per document.
- 3
Flag gaps
Agent highlights missing PO, duplicate, or over-threshold lines with source links.
- 4
Reviewer sign-off
Controller adjusts classifications and approves the exception report.
- 5
Close support
Summary exports to your spreadsheet or ERP staging area for posting.
內建 playbook——註冊後在您自己的文件與會議上運行此工作流。