Log Outlook invoices in Excel and approve the big ones

Invoices arrive by email and end up retyped into a spreadsheet. This reads each one as it lands in your Outlook inbox, pulls out the vendor, invoice number, amount and due date, and adds a row to your Excel invoice log.

Anything over $5,000 goes to your finance manager to approve or reject first, and the log records their decision. Your log needs the columns Vendor, Invoice number, Amount, Due date and Approval.

Microsoft OutlookWhen an email arrives. Save it as email.When an email arrives. Save it as email.

Finance manager's emailSet finance_manager_email to blank.

Files attached to the invoice emailSave the attachments on email email. Save it as attachments.Microsoft Outlook

Read the invoiceRun an AI agent: Read the attached invoice and pull out its details. The email it came with was from emai… and save it as invoice.

Invoice's approval outcomeSet approval_status to Under limit.

Is the invoice over $5,000?If invoice.output.amount is greater than 5000

Yes

Due date as people read itMake invoice.output.due_date readable as a date and save it as due_date_text.

Finance manager approves the invoiceRequest approval: Approve invoice invoice.output.invoice_number from invoice.output.vendor for invoice.output.amount_display Save it as decision. Who to ask: finance_manager_emailVendor: invoice.output.vendor Invoice number: invoice.output.invoice_number Amount: invoice.output.amount_display Due: due_date_text Sent by: email.from Open the email: email.web_link

Change approval_status to decision.decision.Change approval_status to decision.decision.

No

No steps

Add the invoice to the logAdd row. Save it as logged.Microsoft Excel