- AI-Agent
- Ready to Run
Request Invoice Evidence
Email requesters for missing evidence on bills awaiting approval
Use this Agent instantly or customize it - no programming needed
- Bill updateBill update
Your bill update identifies the bill and links to it.
- Bill detailsBill details
Your bill shows its approval status, invoice image, purchase reference, and requester.
- Bill historyBill history
Your bill comments show whether someone already asked for the same evidence.
- Evidence requirementsEvidence requirements
Your rules say which evidence each type of bill needs.
- Approval permissionsApproval permissions
Your rules identify authorized reviewers and people allowed to receive supplier information.
Your bill management system holds the bill, its evidence, and the note explaining what is missing.
- Bill noteBill note
Your bill shows the missing evidence or the exact issue a person must resolve.
- Bill noteBill note
Your bill shows the missing evidence or the exact issue a person must resolve.
- Bill noteBill note
Your bill shows the missing evidence or the exact issue a person must resolve.
- Correction emailCorrection email
Your permitted requester receives the missing items and a link to the bill.
Your email service sends a permitted requester the missing items and a link to the bill.
This Agent starts when a bill awaiting approval is created or updated. It checks the bill against your evidence rules and notes any gaps. It emails the permitted requester what to fix, leaving the bill pending correction.
Modify Agent
Customize this Agent to fit your needs using natural language.
Start Agent for Free
Enter your email address and we will send you a secure link to continue.
GmailUsed as:
- Email service
Gmail sends a permitted requester the missing items and a link to the bill.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook sends a permitted requester the missing items and a link to the bill.
AirtableUsed as:
- Bill management system
Airtable holds the bill, its evidence, and the note explaining what is missing.
ClickUpUsed as:
- Bill management system
ClickUp holds the bill, its evidence, and the note explaining what is missing.
ZoomUsed as:
- Email service
Zoom sends a permitted requester the missing items and a link to the bill.
BrevoUsed as:
- Email service
Brevo sends a permitted requester the missing items and a link to the bill.
CloseUsed as:
- Email service
Close sends a permitted requester the missing items and a link to the bill.
IntercomUsed as:
- Email service
Intercom sends a permitted requester the missing items and a link to the bill.
Microsoft Office 365Used as:
- Email service
Microsoft Office 365 sends a permitted requester the missing items and a link to the bill.
ClickSend SMSUsed as:
- Email service
ClickSend SMS sends a permitted requester the missing items and a link to the bill.
kvCOREUsed as:
- Email service
kvCORE sends a permitted requester the missing items and a link to the bill.
KeapUsed as:
- Email service
Keap sends a permitted requester the missing items and a link to the bill.
SendGridUsed as:
- Email service
SendGrid sends a permitted requester the missing items and a link to the bill.
Zoho MailUsed as:
- Email service
Zoho Mail sends a permitted requester the missing items and a link to the bill.
Campaign MonitorUsed as:
- Email service
Campaign Monitor sends a permitted requester the missing items and a link to the bill.
GetResponseUsed as:
- Email service
GetResponse sends a permitted requester the missing items and a link to the bill.
Customer.ioUsed as:
- Email service
Customer.io sends a permitted requester the missing items and a link to the bill.
MailgunUsed as:
- Email service
Mailgun sends a permitted requester the missing items and a link to the bill.
MailjetUsed as:
- Email service
Mailjet sends a permitted requester the missing items and a link to the bill.
PipefyUsed as:
- Bill management system
Pipefy holds the bill, its evidence, and the note explaining what is missing.
- Email service
Pipefy sends a permitted requester the missing items and a link to the bill.
lemlistUsed as:
- Email service
lemlist sends a permitted requester the missing items and a link to the bill.
FrontUsed as:
- Email service
Front sends a permitted requester the missing items and a link to the bill.
TextmagicUsed as:
- Email service
Textmagic sends a permitted requester the missing items and a link to the bill.
respond.ioUsed as:
- Email service
respond.io sends a permitted requester the missing items and a link to the bill.
OneSignalUsed as:
- Email service
OneSignal sends a permitted requester the missing items and a link to the bill.
SuperchatUsed as:
- Email service
Superchat sends a permitted requester the missing items and a link to the bill.
ActiveCampaign PostmarkUsed as:
- Email service
ActiveCampaign Postmark sends a permitted requester the missing items and a link to the bill.
Mailchimp TransactionalUsed as:
- Email service
Mailchimp Transactional sends a permitted requester the missing items and a link to the bill.
Microsoft ExchangeUsed as:
- Email service
Microsoft Exchange sends a permitted requester the missing items and a link to the bill.
SenderUsed as:
- Email service
Sender sends a permitted requester the missing items and a link to the bill.
LoopsUsed as:
- Email service
Loops sends a permitted requester the missing items and a link to the bill.
Made for your industry
Request Invoice Evidence is made for businesses in these industries.
- Retail
Hold supplier bills with missing invoice images for correction.
Show all Agents for the Retail industry - Construction
Flag missing invoice images on supplier bills before approval.
Show all Agents for the Construction industry - Manufacturing
Ask for missing purchase references on supplier bills.
Show all Agents for the Manufacturing industry - Wholesale Distribution
Request missing invoice evidence on incoming stock bills.
Show all Agents for the Wholesale Distribution industry - Government
Record missing purchase references on bills awaiting agency approval.
Show all Agents for the Government industry - Hospitality
Email requesters about missing evidence on supplier invoices.
Show all Agents for the Hospitality industry - Accounting and Bookkeeping
Request missing invoice evidence on client bills awaiting approval.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
Request Invoice Evidence is made for people in these roles.
- Accounts Payable Clerk
Flag bills missing an invoice image or purchase reference.
Show all Agents for the Accounts Payable Clerk role - Department Manager
Show why a team bill is held before an approval decision.
Show all Agents for the Department Manager role - Accounts Payable Manager
Show why supplier bills remain pending approval.
Show all Agents for the Accounts Payable Manager role - Accounting Manager
Record missing evidence on bills before transaction review.
Show all Agents for the Accounting Manager role - Bookkeeper
Request missing invoice records before client bills move forward.
Show all Agents for the Bookkeeper role
How Request Invoice Evidence works
3 steps, in order, on every run.
-
Check Invoice EvidenceRead the bill's status and prior comments. Compare its invoice image and purchase reference with your evidence rules.
-
Record Missing ItemsList the exact evidence missing on the bill and leave it pending correction. Flag conflicting facts for a person to resolve.
-
Email the RequesterSend the permitted requester a correction list and bill link. Leave the approval decision to the authorized reviewer.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Airtable.
32 tools
- Required invoice evidence by bill type
- Allowed email recipients for supplier information
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Request Invoice Evidence:
You choose which evidence each bill type requires and which email recipients may receive supplier information.
You choose the allowed recipients. The Agent emails the permitted requester with the missing evidence and a link to the bill.
A person handles the recorded gap on the bill. The Agent stops routing when facts conflict or the bill's status changes.
No. Your authorized reviewer makes the approval decision, and a person handles any payment that follows.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
Agents related to Request Invoice Evidence
More ready-to-run Agents for connected work.
Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.
32 toolsYour bill reviewers get the supplier invoice and any mismatches together before they decide what to approve.
7 toolsYour approver sees the purchase order link and line differences on the bill before making a decision.
7 toolsYour AP reviewer sees a possible duplicate and its earlier invoice before approval or payment.
5 tools