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linkedinbuilder

Triage emailed invoices and expenses with LlamaIndex workflows

At a glance

Jerry Liu links a worked example by Tuana Celik that classifies incoming email and attachments as invoices or expenses, then routes them through LlamaCloud extraction and LlamaIndex workflows. This workflow is listed under builder, llamaindex, llamacloud, email-triage, document-extraction.

Agents / tools
LlamaIndex, LlamaCloud

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Prompt excerpt

Use the linked example with a test mailbox and sample attachments. Classify each message as invoice, expense, or unrelated; extract the required fields with LlamaCloud and pass the result to the matching LlamaIndex workflow. Route unreadable attachments and uncertain classifications to a review queue instead of silently recording them.

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