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One-Bot workflow

Check a contractor's supplier invoices

A discrepancy list showing price differences, duplicate lines and items without delivery evidence.

Designed for: Small contractors comparing supplier bills with orders and delivery notes

Try a sample first

See what a useful result looks like

Illustrative example, not a recorded Bot run. This sample was written to explain the task; your Bot's answer needs checking.

Your first request

Fictional records. PO1: 10 fixtures at $18 each, no other items. D1: 8 fixtures signed for. Invoice I1: 10 fixtures at $20 each plus a $15 delivery fee. No delivery-fee agreement is supplied.

Example result

Unit-price difference: 10 × ($20 − $18) = $20. Delivery evidence covers 8 of the 10 billed fixtures; receipt of the other 2 is unconfirmed, not proven absent. The $15 delivery fee has no supplied agreement. Ask about all three before approving payment.

Check the answer
  • Calculate the $20 price difference.
  • Do not claim two fixtures were never delivered.
  • Flag the fee without paying or disputing it automatically.

Choose where to try it

Already have an assistant? Copy the sample task into its chat. For a continuing role, review Client Deliverables's instructions and limits first.

These are setup guides, not automatic imports. Available tools and account access differ by app.

Inspired by a use shared by @mthomas_99og , found through Bot Usecases, curated by KP. The sample above is Bot Cabinet's own fictional example.

Community report; this adaptation has not been runtime-tested.

Full workflow and setup details
Before you begin

Gather the information the Bot needs

  • Start with the fictional records below
  • For your own task, choose only the records you want the Bot to use
  • Remove private details you do not need for the task
Operating guide

Know when to run it and who leads

Lead Bot
Client Deliverables
Typical first run
15–30 minutes for a first manual run
When to run it
When a person supplies the approved brief and starts the workflow

Use this workflow when you need a discrepancy list showing price differences, duplicate lines and items without delivery evidence.

Access for the first run
  • The approved inputs listed on this page
  • Only the files, sources, and services required for this run
  • No sending, publishing, spending, or live-system changes without approval
Run the first version one step at a time

Give one Bot the complete job

Use one Bot for the first run. Add a specialist only when the job becomes complicated enough to need a separate role, different access, or independent review.

1

Client Deliverables

Compare purchase orders, delivery notes and supplier invoices by item and quantity. Calculate discrepancies, distinguish missing evidence from a missing delivery, and prepare questions for the supplier

Produces: A discrepancy list showing price differences, duplicate lines and items without delivery evidence.
Use the approved inputs I provide. Compare purchase orders, delivery notes and supplier invoices by item and quantity. Calculate discrepancies, distinguish missing evidence from a missing delivery, and prepare questions for the supplier. Return this result: A discrepancy list showing price differences, duplicate lines and items without delivery evidence.. Ask me about missing information before you continue.

Overall request

Compare purchase orders, delivery notes and supplier invoices by item and quantity. Calculate discrepancies, distinguish missing evidence from a missing delivery, and prepare questions for the supplier Use only the records I supply. Label missing or uncertain information. Do not connect accounts, browse, send, submit, publish, spend money or create a schedule. Return a draft for my review.

Use this as the complete first-run request.

Decisions for a person

  • Check the result against the supplied records
  • Approve any account connection, schedule or outside action separately
  • Review anything before it is sent, submitted, purchased or published
First test

Try the workflow with low-risk material

Calculate the $20 price difference. Do not claim two fixtures were never delivered. Flag the fee without paying or disputing it automatically.

Check the result

Check the result against your original material. You make the decisions listed below. Calculate the $20 price difference. Do not claim two fixtures were never delivered. Flag the fee without paying or disputing it automatically.

If the workflow stalls

If the result is incomplete, mark the missing information and ask the same Bot to correct it. Add another Bot only when a genuinely separate role or independent check would help.

Set it up in Hermes Desktop

Begin with one Bot and one manual run

  1. Open the linked starter page, download its .tar.gz profile, and import it from the Profiles screen in Hermes Desktop.
  2. Review the profile’s SOUL.md, Bot Passport, and requested access.
  3. Run the complete request in that Bot’s chat with low-risk material and review the result.
  4. Add a schedule, outside connection, or optional specialist only after the manual version works.
Read the official Bot Mode guide