Overview
The AP Invoices SmartBot Activity Summary section provides an overview of accounts payable automation activity managed by SmartBot. At the top of the section, you can select the desired reporting period (1 Day, 7 Days, 30 Days, or 365 Days) to analyze both short-term and long-term trends. This section is comprised of two panels that together enable users and administrators to understand automation performance and system engagement:
- Accounts Under Management: Displays summary counts of the email and document flow managed by SmartBot during the selected period. Key metrics include the total number of emails received, the number of invoices processed from known vendors, the number of invoices from unknown vendors, and any other types of business documents received.
- Notices and Responses: Visualizes AP workflow engagement using pie charts, presenting the breakdown of emails received, documents processed, and actions performed (by SmartBot or users) within the selected timeframe. These charts help teams monitor the proportion and flow of automated activity in the AP process.
With this summary, users can quickly assess SmartBot’s efficiency, detect any gaps or surges in email and invoice automation, and easily export the graphical data for reporting or auditing purposes.
Figure 8. AP Invoices SmartBot Activity Summary – Accounts Under Management and Notices and Responses Panels
Accounts Under Management
This panel provides a count of emails handled by SmartBot, as well as a breakdown of successfully extracted invoices from both known and unknown vendors, and the number of other (non-invoice) documents received.
Figure 9. Accounts Under Management – Example
Table 6. Accounts Under Management – Fields and Descriptions
| Field Name | Description |
|---|---|
| Emails Received by SmartBot | Total emails SmartBot has processed. |
| Invoices Extracted from Known Vendors | Successfully captured invoices from recognized vendors. |
| Invoices Extracted from Unknown Vendors | Invoices from unlisted or unregistered senders. |
| Other Documents Received | Non-invoice documents handled. |
Notices and Responses
This panel presents visual pie chart summaries showing the breakdown of email, document, and action volumes processed by SmartBot and users. This overview helps AP teams to quickly track workflow engagement and spot bottlenecks.
Figure 10. Notices and Responses – Example
Table 7. Notices and Responses – Fields and Descriptions
| Field | Description |
|---|---|
| Emails Received | Number of inbound AP emails for the selected period. |
| Documents Processed | Total number of documents extracted from emails. |
| Documents Actions | Number of actions taken by SmartBot or users on processed documents. |
Actions:
- Export Data: Use the export/download icon to download SmartBot Activity or Invoice Activity.