Work
Invoice processing
The canonical business case. Every organisation has a version of it, and the target system almost never has an API.
What happens
- Open the invoice PDF
- Read out date, supplier, line items and total
- Switch to the finance system and open a new entry
- Key each field across
- Submit, and record the reference against the source document
One of the tasks Microsoft documents for Copilot Studio, which is a useful signal of what vendors think this is actually for. The work is genuinely mind-numbing, the volume is steady, and the target is very often software with no API and no prospect of one. It is also verifiable after the fact — you can reconcile the entered record against the source document, which most tasks on this list do not allow.
Where it breaks
Invoice layouts vary enormously between suppliers, and a misread decimal is both easy to produce and expensive to find. Reconcile totals automatically rather than trusting the run.