Smart Actions by Lodol

Perform intelligent actions like validation and extraction using Lodol's built-in Smart Actions.

Classify an expense transaction.

Classifies an expense into a primary category and optional sub-category from your provided list, and flags uncertain or miscellaneous classifications for review.

Parameters

Parameter	Type	Required	Description
`transaction_data`	object	Yes	Transaction object with date, amount, currency, merchant, and description.
`category_list`	array	Yes	List of valid classification categories / GL codes. Include 'Miscellaneous' in this list if you want that category to be available.

Response

{
  "explanation": "Classified as travel based on flight-related merchant and description.",
  "primary_category": "Travel",
  "requires_review": false,
  "sub_category": "Airfare"
}

Extract specified fields from a document.

This action extracts specified fields from a document and stores them for further use. It allows you to specify which fields to extract based on their names.

Parameters

Parameter	Type	Required	Description
`filepath`	string	Yes	Upload the source document or enter a URL.
`fields`	array	Yes	List of field names to extract

Response

{
  "fields": [
    {}
  ]
}

Extract and validate an invoice.

This action extracts key invoice fields, determines a GL code, validates line-item and overall totals, and returns structured invoice data with validation errors.

Parameters

Parameter	Type	Required	Description
`file`	string	Yes	Upload an invoice or enter a URL.

Response

{
  "currency": "USD",
  "due_date": "2025-01-31",
  "gl_code": "Software Subscription",
  "invoice_date": "2025-01-01",
  "invoice_number": "INV-1001",
  "line_items": [
    {
      "description": "Software subscription",
      "quantity": 1,
      "total": 99.0,
      "unit_price": 99.0
    }
  ],
  "requires_review": false,
  "subtotal": 99.0,
  "tax": 0.0,
  "total": 99.0,
  "validation_errors": [],
  "vendor_name": "Example Vendor"
}

Check ICP qualification.

Check if a lead matches the Ideal Customer Profile. Returns a qualification decision with a score and reason.

Parameters

Parameter	Type	Required	Description
`company`	string	Yes	Company name to evaluate.
`email`	string	No	Contact email (optional context).
`name`	string	No	Contact name (optional context).

Response

{
  "company": "Acme Corp",
  "email": "jane@example.com",
  "is_qualified": true,
  "name": "Jane Doe",
  "reason": "Company matches target profile criteria.",
  "score": 85
}

Reconcile invoice(s) against a purchase order.

This action extracts fields from one or more invoices and compares them against a purchase order to identify compliance discrepancies.

Parameters

Parameter	Type	Required	Description
`invoice_files`	array	Yes	Upload invoices or enter URLs.
`purchase_order`	array	Yes	Purchase order line items. Each item has a description, quantity, and unit_price.
`total`	number	Yes	Total amount for the purchase order.

Response

{
  "discrepancies": [],
  "requires_review": false
}

Validate a receipt for reimbursement.

This action extracts receipt fields and validates policy compliance against transaction data, category policies, duplicate submissions, and submission timing limits.

Parameters

Parameter	Type	Required	Description
`receipt_file`	string	Yes	Upload a receipt or enter a URL.
`transaction`	object	No	Optional transaction context with date, amount, currency, merchant, and category.
`require_itemization`	boolean	No	Whether itemized line items are required (default true).
`category_policies`	object	No	Optional category policy map. Each category can specify max_days_after_transaction (maximum days allowed between transaction and submission) and spending_limit (maximum receipt amount for that category).
`fallback_max_days_after_transaction`	number	No	Fallback max days allowed after transaction (default 30).
`fallback_spending_limit`	number	No	Fallback spending limit when category policy is missing (default 500).

Response

{
  "currency": "USD",
  "merchant_name": "mock_value",
  "policy_compliant": true,
  "policy_violations": [],
  "total_amount": 42.0,
  "transaction_date": "2025-01-01"
}

Validate a resume against job requirements.

This action validates a resume to ensure it meets provided job requirements.

Parameters

Parameter	Type	Required	Description
`filepath`	string	Yes	Upload a resume PDF or enter a URL.
`requirements`	string	Yes	The job requirements to validate against

Response

{}

Smart Actions by Lodol

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