What does this automation do?
Each invoice attachment is read, matched against its purchase order, and only the mismatches reach a human approver.
What can you do with it?
- Match invoice totals and line items without manual keying
- Send only the mismatches to an approver, not the whole run
- Keep a written reason next to every invoice that was held
The Steps
This automation runs in 4 steps:
- When Gmail — New Email Attachment
- Then Gmail — Get Email
- Then Taskade AI — Ask an agent ("Invoice Approver")
- Then Taskade — Add Task
What makes this different from a Zapier-style flow?
The "Invoice Approver" step is not a one-off model call. It is a Taskade AI agent that knows your PO matching rules and approval limits, remembers every invoice and vendor it has seen, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by other automations.
Who is this automation for?
Built for finance teams approving supplier invoices. Each invoice attachment is read, matched against its purchase order, and only the mismatches reach a human approver.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Email Attachment" from Gmail.
- Add the action "Get Email" from Gmail.
- Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Invoice Approver".
- Add the action "Add Task" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.