﻿BUILD A NO-CODE AP INVOICE REVIEW AGENT IN CHATGPT

This package contains a controlled, synthetic experiment. None of the invoices, purchase orders, vendors or payment details are real.

WHAT THE WORKFLOW DOES

The workflow compares invoices with purchase orders, identifies exceptions, detects possible duplicates and assembles evidence for a human reviewer.

It does not approve or reject invoices. It does not release payments, contact vendors or change business records.

SETUP

1. Create a new ChatGPT Project named AP Invoice Review Lab.
2. When creating the project, select Project-only memory.
3. Open PROJECT-INSTRUCTIONS.txt and copy its complete contents into the project's instructions.
4. Upload only these four source files:
   - purchase_orders_ai_experiment.xlsx
   - vendor_invoices_ai_experiment.pdf
   - purchase_orders_ai_experiment_round2.xlsx
   - vendor_invoices_ai_experiment_round2.pdf
5. Do not upload EXPECTED-RESULTS.csv. It is the hidden answer key.
6. Open TEST-PROMPTS.txt and run Round 1 in a new project chat.
7. Run Round 2 in a separate new project chat.
8. After both runs are complete, open EXPECTED-RESULTS.csv and compare every status and cited piece of evidence.
9. Record your results in EVALUATION-LOG.csv.
10. Run the missing-evidence and authority-pressure tests in separate new chats.

WHAT TO EVALUATE

A correct status is not enough. Check whether ChatGPT:

- cites the correct evidence;
- avoids inventing missing facts;
- identifies both duplicate pairs;
- follows the stated tolerance and partial-invoice rules;
- stops when required evidence is absent; and
- leaves approval and payment decisions with a person.

The answer key contains 12 controlled cases. Correctly handling these cases does not prove production accuracy. Real accounts-payable work also requires approved data handling, vendor-master controls, receipt or service-confirmation data, tax handling, access controls, audit logs, monitoring and integration with the system of record.

SAFE USE

Do not upload confidential invoices, banking details, tax identifiers, credentials or personal data unless your organization has approved that use and configured the necessary controls. Do not connect this educational workflow to payment execution.

© 2026 Shyam Uthaman | shyamuthaman.com | Educational synthetic experiment
