Procurement

Octane Invoice Automation

Pulls purchase orders and invoices from email and routes each one for dual approval.

All procurement agents Next: RFP Response Analyzer

An example conversation with the agent

AI Impact

100%

Files auto-routed for dual-persona approval

Same-day

Processing turnaround vs. manual entry

Independent approval checkpoints per file

Key Capabilities

Inbox Sync

Pulls new PO and invoice attachments in from email automatically

Entity Extraction

Extracts structured PO and invoice data ready for approval

Dual-Persona Approval

Routes every file through two independent approval checkpoints

Status Tracking & Reset

Live approval status per file, with reset for re-processing

Scenario

Procurement Operations Lead

PO backlog awaiting dual-persona approval

New PO and invoice attachments synced in overnight from the inbox

“Sync the inbox for new invoices and purchase orders”

Need the full list of files ready for processing

“List all the files available for processing”

Batch needs to be processed and routed for approval before the weekly payment run

“Process all the files and route them for approval”

Some files cleared, some still waiting on Persona 2 — need current status

“Check the approval status for all the files”

Files — Approval Pipeline

PO and invoice files synced in, with live dual-persona approval status

Field	Description
File Name	Original PO or invoice filename
Persona 1	Approved, rejected, or pending
Persona 2	Approved, rejected, or pending
Status	Overall status once both personas have responded

list_pdfs

List invoice and PO files currently available for processing.

Input

(none)

Output

Numbered list of available PDF filenames in Drive

process_entities_sync

Extract entities from a file and route it for dual-persona approval.

Input

filename

Output

Processing confirmation with a direct link for final approval

get_invoice_status

Check persona 1 / persona 2 approval status for one file or all files.

Input

filename (optional)

Output

Persona 1 / Persona 2 status and overall approval message

reset_invoice_status

Reset approval state for one file or the whole batch, for re-processing.

Input

filename (optional)

Output

Confirmation that the file(s) were reset to pending

sync_email

Pull new invoice and PO attachments in from the inbox.

Input

(none)

Output

Count and names of newly synced attachments

Invoice AutomationProcurement demo

Example