# Sort your accounts receivable inbox and draft replies

Give customers an address for billing questions. Each email is sorted into remittance advice, invoice dispute, invoice copy request, tax form request or other, and the invoice number and amount are pulled out. Each of the four billing types is posted to its own webhook; an email sorted as other is not posted anywhere. A suggested reply is drafted for a person to check and send; nothing is sent to the customer.

**Use cases:** Finance, Automation

**Tags:** accounts receivable, AR, billing inbox, remittance, invoice dispute, invoice copy, W-9, tax form, email triage, collections

[Create this agent](https://seclai.com/agent-examples/create/accounts_receivable_inbox_triage)

## How it starts

Trigger: email received.
Accepts files: Remittance advice or invoices (PDF or images), Other files (ignored).

## What it needs

No knowledge base, memory bank or connection to create first.

## Steps

- Sort the email and pull out invoice details
- Parse the result
- Route by type
  - When: Remittance: Send to cash application
  - When: Dispute: Send to disputes
  - When: Invoice copy: Send the copy request
  - When: Tax form: Send the tax form request
  - Otherwise: Not routed
- Show the triage and suggested reply