CloudSwarm · templates · operations

Read inboxes and track invoices daily

Watches shared inboxes for incoming invoices, classifies vendor + amount + due date, opens a line in the ledger, flags anomalies.

Skill composition

  • Gmail
  • QuickBooks
  • Core · approvals

How it flows

  • Trigger fires (schedule, webhook, manual).
  • Agent reads context and composes the plan.
  • Each step runs inside its declared policy envelope.
  • Approval gates intercept actions that fall outside the envelope.
  • Results commit to the audit log; next run has what it needs.

Policy defaults

human required on anomalies > $5k

Pricing shape

Runs count against your workspace's monthly run budget. See pricing for the tier that fits your volume.

Example run output

Specific outputs depend on your configuration. Most teams preview one live run before approving the template to act on its own.

Launch this template {{TBD}} Back to all templates