Inbox Automation That Understands Context.
Route invoices, extract data from inbound emails, and trigger workflows from Gmail — no filters or forwarding rules to maintain.
Describe It in English.
It Runs Deterministically.
Overview
Scan Gmail for incoming invoices; extract vendor, amount, and due date from the email body or attachment; match to the corresponding PO and route for approval or flag discrepancies.
Execution Steps
Identify Invoice Emails
- Monitor a designated Gmail inbox for messages matching invoice patterns
- Extract attachments and parse the email body for vendor name, invoice number, and amount
Extract and Validate Data
- Pull structured data from PDF or image attachments using document parsing
- Cross-reference the invoice against the purchase order in the finance system
Route for Approval
- If the invoice matches the PO within tolerance, route directly to AP for payment
- If discrepancies exist, send the AP manager a side-by-side comparison for review
Enterprise
Use Cases
Invoice Processing
Automatically extract invoice data from Gmail attachments, match to purchase orders, and route for approval without manual data entry.
Document Intake
Capture contracts, NDAs, and signed forms arriving via Gmail, classify them by type, and file them in the correct document management folder.
Escalation Triggers
Detect urgent customer emails based on sentiment and keywords, then auto-create high-priority tickets and notify the account manager.
Frequently asked
questions.
Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.
Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.
Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more
