What Processing Agents Do
Data Transformation
Convert between formats, clean data, and merge datasets.
Document Processing
Extract information from invoices, contracts, and forms.
Batch Operations
Process hundreds or thousands of items consistently.
Validation
Check data against rules and flag issues.
Example: Invoice Processing
Watch the full demo of building an invoice processing agent:
Overview of the invoice processing agent architecture
- Receives invoices via email
- Extracts vendor, amount, and line items
- Routes to appropriate approver based on rules
- Sends Slack notifications for review
- Makes voice calls for urgent approvals
- Sends weekly PDF summaries
- Maintains database of all invoices
- Creates interactive dashboard for visualization
Example: Compliance Review
Prompt:- Reads each document in the folder
- Compares against compliance checklist
- Flags specific issues with references
- Generates summary report with findings
Capabilities Needed
| Capability | Purpose |
|---|---|
| Receive documents as attachments | |
| Data Documents | Store processed results |
| Code Execution | Efficient batch processing |
| PDF Generation | Create reports |
Why Agents Excel at Processing
| Benefit | Description |
|---|---|
| Consistency | Same rules applied every time |
| Scale | Process thousands of items efficiently |
| 24/7 Operation | Works around the clock |
| Audit Trail | Every action is logged |
Best Practices
Use scripts for bulk operations
Use scripts for bulk operations
Let agents write code for repetitive processing — faster and cheaper than LLM calls.
Define clear validation rules
Define clear validation rules
Specify exactly what makes data valid or invalid.
Handle exceptions
Handle exceptions
Define what to do when data doesn’t match expected formats.
Create audit trails
Create audit trails
Use databases to track what was processed and when.