Service guides / AI automation

Workflow mapping · AI automation

Invoice intake: workflow mapping

Make the steps and handoffs visible. Start with anonymised invoices and a supplier list and plan a checked invoice register ready for approval.

Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.

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The project in view

Start with
anonymised invoices and a supplier list.
Proposed result
a checked invoice register ready for approval.
A decision to resolve
duplicate invoice numbers and missing tax fields.

This is a planning example. It does not describe a completed client engagement.

Workflow mapping for this project

  • Start when anonymised invoices and a supplier list is available and approved for use.
  • Create a draft of a checked invoice register ready for approval, with source references attached.
  • Route duplicate invoice numbers and missing tax fields to the nominated reviewer before issuing the final result.

Questions to answer together

  • What starts the work, and what marks it complete?
  • Who reviews the intermediate result?
  • Where does an exception go, and who resolves it?

What to have at the end

A sequence of steps showing inputs, decisions, handoffs and completion.

Record the decision on duplicate invoice numbers and missing tax fields alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.

Prepare your enquiry

Use this as a starting point. Add your current process, available examples and constraints before sharing.

Email Ian

Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.