Working with agents
Spend’s agents do the legwork on exceptions, suppliers, card audits, requests, solicitations, contracts and payment runs. Anything that moves money, leaves the agency or binds it waits for a person who holds that duty. Agents never approve, award, release a payment or change policy.
The agents
Section titled “The agents”| Agent | Works | Who decides |
|---|---|---|
| Invoice exceptions | Invoices that failed matching | AP |
| Supplier onboarding and risk | New and flagged suppliers | Vendor master team |
| P-Card review | Charges sampled for audit | P-Card coordinator |
| Request to PO | Approved requests that can be ordered directly | Buyers |
| Solicitation drafting | Requests approved for competition | Buyers |
| Contract review | Draft contracts | Contract office |
| Payment run guard | Payment runs before release | Treasury |
The Agents page
Section titled “The Agents page”Open Agents in the sidebar.
- Waiting on me groups the proposals you can decide, such as messages to suppliers or holds on payments.
- Live feed lists every run: what started it, what the agent did, and how it ended (Done, Input needed or still working).
- Agents shows each agent with its mode and numbers: runs, the share handled straight through with no change needed, and how often people accepted its proposals as written.
Decide a proposal
Section titled “Decide a proposal”Each proposal says what the agent wants to do, why, and the evidence. You can:
- Approve: it happens, under your name. For a supplier message, Approve and send sends it.
- Edit: change the text or the values, then approve.
- Reject: with a note saying why.
When you edit or reject, Spend keeps the lesson and applies it the next time the agent works the same supplier or subject. Over time, the agent follows your practice.
Read a run
Section titled “Read a run”Open any run to see its steps: each look-up, each internal change, each guardrail and each proposal, in order. Everything an agent does is also on the record’s Activity tab and the audit ledger, with the model and prompt version it used.
Agent modes
Section titled “Agent modes”For each agent, your administrator chooses:
- Automatic: works new items as they arrive.
- On demand: runs only when someone asks, from the record.
- Rules only: the same job by rules, with nothing sent to the AI model.
- Off.
When AI is not configured, the model is unavailable, or a document is in a class kept from the AI provider, the agent runs its rules playbook instead.