AI Rules

Customize how GetInvoice's AI processes your documents with natural language rules.

Overview

AI Rules allow you to customize how GetInvoice processes your documents by providing natural language instructions to our AI. These rules help improve accuracy and handle special cases specific to your workflow.

Rules are applied independently to each document being processed, with no access to historical data.

How It Works

Each rule you create acts as an instruction to our AI when processing documents. The AI considers these rules alongside its base knowledge to make better decisions about your documents.

Available Input Fields

Email Context

When documents are extracted from emails, the AI has access to:

Sender email address
Recipients email addresses
Email subject
Original filename

Document Content

The AI can analyze:

Full text content of the document
Document structure and layout
Headers, footers, and metadata

Output Fields You Can Influence

Basic Information

Amount and currency
Invoice ID/reference
Creation and due dates
Document classification (invoice/not invoice)
Vendor name

Document Processing

Document type classification
Data extraction rules
Special handling instructions

Example Rules

Here are some common use cases and example rules:

Document Classification

"If the email is from @uber.com or @bolt.com, classify it as not an invoice as these are ride receipts"

Vendor Name Standardization

"For invoices from AWS, always use Amazon as the vendor name"

Document Type Filtering

"If the document contains 'Quote', 'Estimate', or 'Pro Forma' in the title, mark it as not an invoice"

Special Processing Instructions

"For documents from @microsoft.com containing 'Azure', look for the invoice number in the top right corner"

Best Practices

Do's

Keep rules simple and specific
Focus on consistent patterns in your documents
Use clear, natural language
Test rules with various document types

Don'ts

Don't create overly complex rules
Avoid contradictory rules
Don't rely on historical data
Don't include sensitive information in rules

Important Notes

Non-Deterministic Processing

Rules provide context to improve AI decisions but are not guaranteed to be followed exactly. The AI balances rules with its base knowledge and document evidence.

Rule Processing

Rules are applied independently to each document
Multiple rules can affect the same fields
Rules are processed in no specific order
The AI makes the final decision based on all available information

Limitations

Rules cannot access historical data
Rules cannot modify existing processed documents
Complex rules may affect processing speed
Rules cannot override certain system-level settings

Managing Rules

Adding Rules

Navigate to Settings > Rules

Enter your rule in natural language in the input field

Click "Add Rule" or press Enter

Editing Rules

Click the edit icon next to the rule you want to modify

Make your changes in the input field

Press Enter or click the checkmark to save

Removing Rules

Click the trash icon next to the rule you want to remove

Confirm the deletion in the popup dialog

Need Help?

If you need help optimizing your rules or have complex use cases, don't hesitate to contact our support team. We're here to help you get the most out of the AI Rules feature.