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Approval required

Confirm PO-774 appears in the records before approving the invoice

Intended outcome: Review and decide whether to approve invoice INV-2048 for USD 1,280 by July 21, 2026, after confirming PO-774 appears in the records.

Verified facts

Other: Invoice INV-2048
“INV-2048”
Amount: USD 1,280
“USD 1,280”
Deadline: July 21, 2026
“July 21, 2026”
Required Document: The invoice PDF is attached.
“The invoice PDF is attached.”
Other: Before approval, confirm that purchase order PO-774 appears in your records.
“Before approval, confirm that purchase order PO-774 appears in your records.”

Business guidance

Invoice approval policy: Because the invoice exceeds USD 1,000, verify the purchase order before approval.
“Invoices above USD 1,000 require purchase order verification before approval.”
Invoice approval policy: Finance must record the approval decision in the invoice register.
“Finance must record the approval decision in the invoice register.”
Employee responsibility directory: Route invoice approval and purchase order verification to Finance.
“Finance owns invoice approvals and purchase order verification.”

Ordered execution steps

Review the attached invoice PDF. EMAIL FACT
Confirm that PO-774 appears in the records before approval. EMAIL FACT
Apply the policy requiring purchase order verification because the invoice exceeds USD 1,000. BUSINESS GUIDANCE
Ensure Finance handles the purchase order verification and invoice approval process. BUSINESS GUIDANCE
Make the approval decision by July 21, 2026. EMAIL FACT
Have Finance record the approval decision in the invoice register. BUSINESS GUIDANCE

Missing information

Whether PO-774 appears in the records.
The invoice PDF contents and supporting line-item details.
Whether the user has Finance authority and access to the invoice register.

Safety constraints

Do not approve the invoice until purchase order verification is complete.
Verify the invoice identifier, amount, vendor details, and line items against the attached PDF before deciding.
Do not perform external side effects without explicit user review and approval.

Proposed deliverable

A review checklist containing the invoice details, PO-774 verification result, approval decision, and invoice-register recording confirmation for user review.

Executor

Recommended: USER · Requested handoff: CODEX

No external side effects. Review and approve the package before using a supported tool or connector.

Download action package

{
  "package_version": "1.0",
  "task": {
    "title": "Confirm PO-774 appears in the records before approving the invoice",
    "intended_outcome": {
      "text": "Review and decide whether to approve invoice INV-2048 for USD 1,280 by July 21, 2026, after confirming PO-774 appears in the records.",
      "source": "EMAIL_FACT",
      "supporting_fact_ids": [
        "fact-1",
        "fact-2",
        "fact-3",
        "fact-5"
      ],
      "supporting_guidance_ids": []
    }
  },
  "verified_email_facts": [
    {
      "type": "other",
      "value": "Invoice INV-2048",
      "evidence": {
        "exact_quote": "INV-2048",
        "start_offset": 23,
        "end_offset": 31
      }
    },
    {
      "type": "amount",
      "value": "USD 1,280",
      "evidence": {
        "exact_quote": "USD 1,280",
        "start_offset": 36,
        "end_offset": 45
      }
    },
    {
      "type": "deadline",
      "value": "July 21, 2026",
      "evidence": {
        "exact_quote": "July 21, 2026",
        "start_offset": 49,
        "end_offset": 62
      }
    },
    {
      "type": "required_document",
      "value": "The invoice PDF is attached.",
      "evidence": {
        "exact_quote": "The invoice PDF is attached.",
        "start_offset": 64,
        "end_offset": 92
      }
    },
    {
      "type": "other",
      "value": "Before approval, confirm that purchase order PO-774 appears in your records.",
      "evidence": {
        "exact_quote": "Before approval, confirm that purchase order PO-774 appears in your records.",
        "start_offset": 93,
        "end_offset": 169
      }
    }
  ],
  "business_guidance": [
    {
      "resource_title": "Invoice approval policy",
      "instruction": "Because the invoice exceeds USD 1,000, verify the purchase order before approval.",
      "evidence": {
        "exact_quote": "Invoices above USD 1,000 require purchase order verification before approval.",
        "start_offset": 0,
        "end_offset": 77
      }
    },
    {
      "resource_title": "Invoice approval policy",
      "instruction": "Finance must record the approval decision in the invoice register.",
      "evidence": {
        "exact_quote": "Finance must record the approval decision in the invoice register.",
        "start_offset": 78,
        "end_offset": 144
      }
    },
    {
      "resource_title": "Employee responsibility directory",
      "instruction": "Route invoice approval and purchase order verification to Finance.",
      "evidence": {
        "exact_quote": "Finance owns invoice approvals and purchase order verification.",
        "start_offset": 65,
        "end_offset": 128
      }
    }
  ],
  "ordered_execution_steps": [
    {
      "text": "Review the attached invoice PDF.",
      "source": "EMAIL_FACT",
      "supporting_fact_ids": [
        "fact-4"
      ],
      "supporting_guidance_ids": []
    },
    {
      "text": "Confirm that PO-774 appears in the records before approval.",
      "source": "EMAIL_FACT",
      "supporting_fact_ids": [
        "fact-5"
      ],
      "supporting_guidance_ids": []
    },
    {
      "text": "Apply the policy requiring purchase order verification because the invoice exceeds USD 1,000.",
      "source": "BUSINESS_GUIDANCE",
      "supporting_fact_ids": [
        "fact-2"
      ],
      "supporting_guidance_ids": [
        "guidance-1"
      ]
    },
    {
      "text": "Ensure Finance handles the purchase order verification and invoice approval process.",
      "source": "BUSINESS_GUIDANCE",
      "supporting_fact_ids": [
        "fact-1",
        "fact-5"
      ],
      "supporting_guidance_ids": [
        "guidance-3"
      ]
    },
    {
      "text": "Make the approval decision by July 21, 2026.",
      "source": "EMAIL_FACT",
      "supporting_fact_ids": [
        "fact-1",
        "fact-3"
      ],
      "supporting_guidance_ids": []
    },
    {
      "text": "Have Finance record the approval decision in the invoice register.",
      "source": "BUSINESS_GUIDANCE",
      "supporting_fact_ids": [
        "fact-1"
      ],
      "supporting_guidance_ids": [
        "guidance-2"
      ]
    }
  ],
  "required_inputs": [
    {
      "text": "The attached invoice PDF.",
      "source": "EMAIL_FACT",
      "supporting_fact_ids": [
        "fact-4"
      ],
      "supporting_guidance_ids": []
    },
    {
      "text": "Records needed to verify whether PO-774 appears.",
      "source": "EMAIL_FACT",
      "supporting_fact_ids": [
        "fact-5"
      ],
      "supporting_guidance_ids": []
    },
    {
      "text": "The PO-774 verification result.",
      "source": "MISSING_UNCERTAIN",
      "supporting_fact_ids": [],
      "supporting_guidance_ids": []
    },
    {
      "text": "Access to the invoice register for recording the decision.",
      "source": "MISSING_UNCERTAIN",
      "supporting_fact_ids": [],
      "supporting_guidance_ids": []
    }
  ],
  "missing_information": [
    "Whether PO-774 appears in the records.",
    "The invoice PDF contents and supporting line-item details.",
    "Whether the user has Finance authority and access to the invoice register."
  ],
  "safety_constraints": [
    {
      "text": "Do not approve the invoice until purchase order verification is complete.",
      "source": "BUSINESS_GUIDANCE",
      "supporting_fact_ids": [
        "fact-2",
        "fact-5"
      ],
      "supporting_guidance_ids": [
        "guidance-1"
      ]
    },
    {
      "text": "Verify the invoice identifier, amount, vendor details, and line items against the attached PDF before deciding.",
      "source": "AI_RECOMMENDATION",
      "supporting_fact_ids": [
        "fact-1",
        "fact-2",
        "fact-4"
      ],
      "supporting_guidance_ids": []
    },
    {
      "text": "Do not perform external side effects without explicit user review and approval.",
      "source": "AI_RECOMMENDATION",
      "supporting_fact_ids": [],
      "supporting_guidance_ids": []
    }
  ],
  "proposed_deliverable": {
    "text": "A review checklist containing the invoice details, PO-774 verification result, approval decision, and invoice-register recording confirmation for user review.",
    "source": "AI_RECOMMENDATION",
    "supporting_fact_ids": [
      "fact-1",
      "fact-2",
      "fact-3",
      "fact-4",
      "fact-5"
    ],
    "supporting_guidance_ids": [
      "guidance-1",
      "guidance-2",
      "guidance-3"
    ]
  },
  "recommended_executor": "USER",
  "requested_handoff_target": "CODEX",
  "executor_explanation": "A person with appropriate Finance authority must inspect the records and attachment, make the sensitive financial approval decision, and ensure the result is recorded. No external action has been performed.",
  "execution_readiness": "NEEDS_INFORMATION",
  "approval_required": true,
  "handoff_instruction": "Prepare the proposed deliverable for review. Do not send, publish, pay, deploy, modify external systems, or perform another external side effect without explicit user approval and a supported integration."
}