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.

Engine - Build Section

Step 1: Create your first bot and set up configurations

Step-by-step instructions

Create a new workflow by clicking "+ New" on the left panel. Your first node will appear on the canvas on the right.

Click "Set Bot" to configure bot settings.

Engine - Build Section

Step 2: Add Email Management Tool

Step-by-step instructions

Drag the point on the first bot to connect a new node. Press "Set Tool" to configure tool settings.

Engine canvas

Step 3: Add OCR Tool

Step-by-step instructions

Drag the point on the first bot to connect a new node. Press "Set Tool" to configure tool settings.

Engine canvas

Step 4: Test your bot

Sending a receipt to the agent through Telegram

Receipt Details sent by the agent:

Email sent by the bot

Step-by-step Instructions

Open the connected Telegram Bot to start testing!

Bot Configurations - Channel section

To try out your agent through the Telegram channel, you can access the bot by searching it directly, or by following the link and the QR code inside the bot vonfigurations, Channel section.

Learn more about Telegram bot connection.

Step 5: Publish

Follow our next tutorial to learn how to publish this agent privately, within all members of your organization.

Publish an agent
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