AP Reporting Agent Flow | Matthew Ferrer

Trigger input

Requested by

Department

Report type

Region

Quick range

Date from

Date to

Priority

Aging threshold

Request message

If the workflow has an Intake Agent, it reads this message and can override the region, threshold and priority above.

Auto-approve human review steps Inspector follows the running node

Workflow

100%

AI agentHuman / needs inputCompleted

Executions

Run log

No runs yet

Press Execute workflow to send the request through each department.

Portfolio demo. All suppliers, invoices and FX rates are generated sample data; no real bank data is used. Data steps run as scripted logic in the browser; agent replies can come from live Claude.