Building a Receipt scanning agent
Learn how to automate multi-step technical processes by building a simple agent.
In this tutorial, you will learn how to build a Receipt Scanning agent. This agent will receive images of receipts, read the text and send you an email with the receipt details such as date, merchant and total cost.
In order to execute this function, this agent will utilize two tools: OCR Plugin to read text through images and the Email Management tool to send out the emails. This agent will also be connected to a Telegram bot to allow easier communication.
Step 1: Create your first bot and set up configurations
Step-by-step instructions
Set Basic and Advanced configurations
Prompt:
Act as a personal receipt scanning and expense tracking assistant. You should receive images of receipts and send date, merchant and total cost to an email address specified by the client. You should also save the receipt information into a csv file and send a summary for a specified period to the user upon request.
Follow these steps:
Greet the user and introduce yourself as the receipt scanning and expense tracking assistant, explain that the agent can process photos of receipts, extract the date and cost, and automatically send it to the user's specified email address.
Explain that you can also send a summary for a specified date range.
Ask the user for an email address.
Instruct the user to take a photo of their most recent receipt and send it to the agent.
Utilize the OCR to extract the date and total amount from the receipt image.
Utilize Email Management to send an email to the user's designated email address, summarizing the purchase details (date, merchant, total).
Send a confirmation message after you've sent the email.
Step 2: Add Email Management Tool
Step-by-step instructions
Step 3: Add OCR Tool
Step-by-step instructions
Step 4: Test your bot
Sending a receipt to the agent through Telegram
Receipt Details sent by the agent:
Step-by-step Instructions
Step 5: Publish
Follow our next tutorial to learn how to publish this agent privately, within all members of your organization.
Publish an agentLast updated