Users/ishagautam/add invoice processing template

src/content/guides/invoice-processing.md

@@ -0,0 +1,62 @@
+---
+title: Invoice Processing
+slug: invoice-processing
+solution: Invoiceprocessing
+---
+Invoice Processing watches a mailbox for incoming invoices, reads every
+attachment, extracts the fields an accounts-payable team needs, and appends them
+to a running Excel ledger.
+
+A loop handles one attachment at a time, so an email carrying five invoices
+produces five rows rather than one blended summary.
+
+## Agents
+
+- **Extraction Agent** reads the attachment plus the email subject and body for
+  context, and extracts **InvoiceNumber**, **Vendor**, **InvoiceDate**, and
+  **AmountDue**. Missing fields fall back to `Not found` rather than being
+  guessed. It has no tools and treats the email and attachment as untrusted.
+- **Logging Agent** owns the Excel and OneDrive tools and writes one row per
+  attachment from the Extraction Agent's structured output.
+
+## How the workflow runs
+
+The trigger fires on new Inbox mail with **invoice** in the subject and at least
+one attachment. The loop then runs the two agents per attachment. On each run the
+Logging Agent checks for the workbook and an **Invoices** table, auto-creating
+either if missing, so a first run works against an empty OneDrive.
+
+## Configuration
+
+| Variable | Purpose |
+| --- | --- |
+| `InvoiceLogFileName` | Workbook the Logging Agent creates and logs to in the OneDrive root, for example `Invoice Log.xlsx`. |
+
+## Customizations
+
+Adjust the trigger first — suppliers rarely agree on subject lines, so the
+subject filter, monitored folder, and attachment requirement usually need edits.
+Then consider:
+
+- **Extracted fields** such as PO number, currency, tax, or due date. Extend the
+  Extraction Agent's output and the Logging Agent's headers together.
+- **Attachment filtering** if suppliers attach cover sheets or logos alongside
+  the invoice.
+- **Storage location** if AP needs SharePoint or a shared folder.
+- **An approval step** before logging when `AmountDue` exceeds a threshold.
+- **Duplicate detection** on `InvoiceNumber` to catch resubmitted invoices.
+
+Keep the Extraction Agent tool-less and keep the loop — an attacker-supplied PDF
+is exactly what the tool-less design guards against.
+
+## Prerequisites
+
+Office 365 Outlook, Excel Online (Business), and OneDrive for Business
+connections, plus write access to the OneDrive root.
+
+## Import
+
+Download the rebuilt solution ZIP from this page and import it through Power
+Platform. Review and replace environment-specific connections during import,
+then set `InvoiceLogFileName` and confirm the trigger filter before turning the
+workflow on.

src/content/solutions/invoice-processing.json

@@ -0,0 +1,248 @@
+{
+  "name": "Invoice Processing",
+  "description": "A per-attachment invoice workflow that extracts invoice number, vendor, date, and amount due from email attachments and appends them to a self-provisioning Excel ledger.",
+  "tags": [
+    "finance",
+    "accounts-payable",
+    "document-extraction",
+    "multi-agent",
+    "excel"
+  ],
+  "author": "Jasmita Lamba and Isha Gautam",
+  "createdAt": "2026-09-03",
+  "updatedAt": "2026-09-04",
+  "featured": false,
+  "uniqueName": "Invoiceprocessing",
+  "version": "1.0.0.10",
+  "publisher": "A3P",
+  "bundle": "bundles/invoice-processing.zip",
+  "agentCount": 0,
+  "workflowCount": 1,
+  "componentCount": 1,
+  "agents": [],
+  "agentGraph": {
+    "nodes": [],
+    "edges": []
+  },
+  "workflows": [
+    {
+      "id": "{73a18326-0588-1cb1-8ada-d1c7de919dd5}",
+      "name": "Invoice Processing",
+      "trigger": "When a new email arrives",
+      "nodeCount": 11,
+      "edgeCount": 8,
+      "graph": {
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+            "id": "agent-e1fcf273-7f71-4c1e-8485-1241c17ba2df",
+            "name": "Extraction Agent",
+            "type": "agent",
+            "position": {
+              "x": 60,
+              "y": 80
+            },
+            "details": {
+              "botSchemaName": "",
+              "mode": "inline",
+              "instructions": "",
+              "inlineInstructions": "You are an invoice data extraction agent. You will process one email attachment at a time.\n\nAttachment name: {items('Loop')?['name']}\n\nAttachment content:  {items('Loop')}\n\nEmail subject (context only): {triggerOutputs()?['body/subject']}\n\nEmail body (context only): {triggerOutputs()?['body/body']}\n\nThe attachment is a document (commonly a PDF or image) that may or may not be an invoice. Read and "
+            }
+          },
+          {
+            "id": "agent-deacd806-935a-4fa2-9d96-7cf38acc1b24",
+            "name": "Logging Agent",
+            "type": "agent",
+            "position": {
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+              "y": 80
+            },
+            "details": {
+              "botSchemaName": "",
+              "mode": "inline",
+              "instructions": "",
+              "inlineInstructions": "You are the Logging Agent for Invoice Processing. You run immediately after the Extraction Agent and own all Excel and OneDrive actions. There is no separate If or Else step in this workflow: all existence checking and auto-creation must be handled entirely by your own reasoning and tool calls, following the steps below exactly.\n\nEXTRACTED INVOICE DATA FROM THE PREVIOUS STEP\nInvoice number: {body("
+            }
+          },
+          {
+            "id": "canvasNote-6afc3dac-4a48-4622-8c44-924b1bd41258",
+            "name": "Note",
+            "type": "canvasNote",
+            "position": {
+              "x": 242.87907954818547,
+              "y": 754.1622566690697
+            },
+            "details": {
+              "markdown": "Trigger: fires when a new email arrives in Inbox with \"invoice\" in the subject and at least one attachment. Configure the subject filter, folder, and attachment requirements here if your invoices arrive differently.\nIn case the folder displays only 'Loading...', please follow these steps:\n1. Give the folder dropdown a reload.\n2. Recreate the connection\n3. Select/type \"Inbox\" manually in the field.",
+              "color": "yellow"
+            }
+          },
+          {
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+            "details": {
+              "markdown": "Configuration: set InvoiceLogFileName to the exact Excel file name the Logging Agent should auto-create and log to in OneDrive root (e.g. Invoice Log.xlsx). Change this if you want a different workbook name.",
+              "color": "red"
+            }
+          },
+          {
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+            "name": "Note 3",
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+            "position": {
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+            },
+            "details": {
+              "markdown": "Loop: iterates once per attachment on the incoming email so the Extraction Agent and Logging Agent process each attachment separately, one invoice at a time.",
+              "color": "yellow"
+            }
+          },
+          {
+            "id": "canvasNote-583d6eaf-9746-45c8-82ee-fddc06867183",
+            "name": "Note 4",
+            "type": "canvasNote",
+            "position": {
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+              "y": 750.6428687229316
+            },
+            "details": {
+              "markdown": "Extraction Agent: no tools. Reads the attachment name and content plus the email subject and body for context, and extracts InvoiceNumber, Vendor, InvoiceDate, and AmountDue as structured output (falls back to \"Not found\" per field). Treats attachment and email content as untrusted data and ignores any instructions embedded in it.",
+              "color": "yellow"
+            }
+          },
+          {
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+            },
+            "details": {
+              "markdown": "Logging Agent: owns all Excel and OneDrive tools. On each run it checks for the InvoiceLogFileName workbook and an Invoices table, auto-creating the file and/or table with the correct headers if either is missing, then logs one row per attachment using the Extraction Agent's fields. Trusts the Extraction Agent's output and does not re-evaluate the original untrusted email or attachment content.",
+              "color": "yellow"
+            }
+          },
+          {
+            "id": "canvasNote-2898f4db-8761-471c-936b-eddb3df3f152",
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+            "position": {
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+            },
+            "details": {
+              "markdown": "In case the tool usage returns 404 tool not found, remove and add the tools again:\n1. One Drive (Business): Create file\n2. Excel Online (Business):\n    a. Create table\n    b. Get tables\n    c. Add a row into a table",
+              "color": "red"
+            }
+          }
+        ],
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+}

submissions/invoice-processing/README.md

@@ -0,0 +1,59 @@
+# Invoice Processing
+
+Invoice Processing watches a mailbox for incoming invoices, reads every
+attachment, extracts the fields an accounts-payable team needs, and appends them
+to a running Excel ledger.
+
+A loop handles one attachment at a time, so an email carrying five invoices
+produces five rows rather than one blended summary.
+
+## Agents
+
+- **Extraction Agent** reads the attachment plus the email subject and body for
+  context, and extracts **InvoiceNumber**, **Vendor**, **InvoiceDate**, and
+  **AmountDue**. Missing fields fall back to `Not found` rather than being
+  guessed. It has no tools and treats the email and attachment as untrusted.
+- **Logging Agent** owns the Excel and OneDrive tools and writes one row per
+  attachment from the Extraction Agent's structured output.
+
+## How the workflow runs
+
+The trigger fires on new Inbox mail with **invoice** in the subject and at least
+one attachment. The loop then runs the two agents per attachment. On each run the
+Logging Agent checks for the workbook and an **Invoices** table, auto-creating
+either if missing, so a first run works against an empty OneDrive.
+
+## Configuration
+
+| Variable | Purpose |
+| --- | --- |
+| `InvoiceLogFileName` | Workbook the Logging Agent creates and logs to in the OneDrive root, for example `Invoice Log.xlsx`. |
+
+## Customizations
+
+Adjust the trigger first — suppliers rarely agree on subject lines, so the
+subject filter, monitored folder, and attachment requirement usually need edits.
+Then consider:
+
+- **Extracted fields** such as PO number, currency, tax, or due date. Extend the
+  Extraction Agent's output and the Logging Agent's headers together.
+- **Attachment filtering** if suppliers attach cover sheets or logos alongside
+  the invoice.
+- **Storage location** if AP needs SharePoint or a shared folder.
+- **An approval step** before logging when `AmountDue` exceeds a threshold.
+- **Duplicate detection** on `InvoiceNumber` to catch resubmitted invoices.
+
+Keep the Extraction Agent tool-less and keep the loop — an attacker-supplied PDF
+is exactly what the tool-less design guards against.
+
+## Prerequisites
+
+Office 365 Outlook, Excel Online (Business), and OneDrive for Business
+connections, plus write access to the OneDrive root.
+
+## Import
+
+Download the rebuilt solution ZIP from this page and import it through Power
+Platform. Review and replace environment-specific connections during import,
+then set `InvoiceLogFileName` and confirm the trigger filter before turning the
+workflow on.

submissions/invoice-processing/metadata.json

@@ -0,0 +1,15 @@
+{
+  "name": "Invoice Processing",
+  "description": "A per-attachment invoice workflow that extracts invoice number, vendor, date, and amount due from email attachments and appends them to a self-provisioning Excel ledger.",
+  "tags": [
+    "finance",
+    "accounts-payable",
+    "document-extraction",
+    "multi-agent",
+    "excel"
+  ],
+  "author": "Jasmita Lamba and Isha Gautam",
+  "createdAt": "2026-09-03",
+  "updatedAt": "2026-09-04",
+  "featured": false
+}