Integration · Docs and data
AI agents for Veryfi
Read receipts, invoices, bills and other documents with Veryfi.
- Actions
- 9
- Read
- 4
- Write
- 5
Actions
What your agents can do in Veryfi
Read receipts, invoices, bills and other documents with Veryfi: extract the vendor, dates, totals, taxes and line items from a document's web address or file (fil_…), classify a document, turn it into Markdown, read special documents (passports, bills of lading, insurance cards) with a blueprint, and search, correct or delete the documents already processed.
Read 4
Look things up. Nothing changes.
Search documents
Lists documents already processed, newest first, 50 a page at most.
Get a document
Returns one processed document with everything extracted from it (vendor, dates, totals, line items, tags, notes) and fresh links to its image and PDF, which work for 15 minutes.
Classify a document
Tells what kind of document a file is, without extracting its data.
Convert a document to Markdown
Reads any document (a contract, a report, a scanned letter) and returns its content as Markdown in markdown, keeping headings, lists and tables, so it can be summarized or searched.
Write 5
Create, change or send.
Process a receipt or invoice
Reads a receipt, invoice, bill, purchase order or similar document from a public web address (or base64 bytes) and returns the extracted data at once.
Process a receipt or invoice file
Like process_document, for a document file: a person's attachment (a photo of a receipt, a PDF invoice) or another tool's answer, passed as its file reference (fil_…), at most 20 MB.
Correct a document
Changes fields of a processed document: fix a misread total, date or invoice number, set its category, notes or your reference, or mark it approved or billable.
Delete a documentDeletes data
Deletes a processed document and its stored image and PDF from Veryfi for good.
Read a special document with a blueprint
Extracts the fields of a document type that is not a receipt or invoice, using a Veryfi blueprint.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the sign-in details Veryfi gives you for its API.
What you enter
- Client ID
- API Key
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Veryfi data
Ask a question in plain words. The agent can search documents, get a document or convert a document to Markdown in Veryfi, then answers with what it found.
- 02
Let an agent update Veryfi
Have the agent read a special document with a blueprint or delete a document in Veryfi as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Veryfi and Slack: it can search documents in Veryfi and post a summary to a Slack channel in the same run.
Works well with
More Docs and data tools
- Google Sheets3 actionsAdd rows to a Google Sheets spreadsheet, read a range of cells, and write over a range, signed in with the person's own Google account.
- Google Docs3 actionsCreate Google Docs documents, read their text, and add text to the end of them, signed in with the person's own Google account.
- Notion4 actionsAdd pages to Notion databases, append text to pages, query databases and search the pages shared with an internal integration.
- Confluence4 actionsCreate, read and search Confluence Cloud pages on your Atlassian site, signed in with an email address and an API token.
- Airtable4 actionsCreate, update, list and read records in Airtable bases that a personal access token can reach.
- Docusign3 actionsSend documents for signature from a Docusign template, check an envelope's status and list recent envelopes, as the person who connects.
FAQ
Veryfi and MyDeepAgents
Can MyDeepAgents connect to Veryfi?
Yes. The Veryfi connector has 9 actions: 4 read and 5 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Veryfi?
Enter the sign-in details Veryfi gives you for its API. You'll need: Client ID and API Key. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Veryfi without asking?
Only if you let it. Each of the 5 actions that change data can be set to wait for a person's approval before it runs, and the one that deletes data asks first by default.
Can I use Veryfi in workflows as well as agents?
Yes. Every Veryfi action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Veryfi to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.