Template: Submit an Expense for Reimbursement via Chatbot
Plenty of companies send lots of their employees on travel or expect them to make purchases as part of their job. The worst part of that process is having to submit their receipts and expenses for reimbursement. Accounting portals never seem to meet our expectations and everything remains slow and cumbersome.
With a chatbot, that changes. You can tell a bot that you bought a coffee yesterday and provide a photo of the receipt from your phone all in the time it takes the barista to make it for you. Use this demo to show off how a Finance Bot or Office Services Bot can automate huge amounts of what is currently manual work.
This Skill expects the purchase item name, the date, the cost, and a photo. By design, it uploads the photo to a SharePoint Online document library and adds the input as metadata.
Here’s a quick video demo of how it works in AtBot Premium chatting with a branded AtBot we called GoBot via Microsoft Teams.
You can build out this Skill in AtBot Free from the Microsoft Teams App Store or use Intent Vectors to make it even more robust in AtBot Premium. Naturally, you can configure the conversation and actions to do whatever you’d like once you upload the Power Automate Flow file.
So take this as a starting point if you’d like to bring it a step further, including configuring the Skill to connect to your expense-reporting tool and automatically send an approval request to a central approver or the person’s manager (using Microsoft Graph).
Build this in AtBot Free
You can find all the necessary files and references in our GitHub repository. Make sure to download and open the Read Me file first. It provides all the directions you need.
Even though this is AtBot Free, you can still use LUIS for natural language processing, which really adds a wow factor to your demo and users.
Build this in AtBot Premium
You can find all the necessary files and references in our GitHub repository. Make sure to download and open the Read Me file first. It provides all the directions you need.
This demo makes use of LUIS Intent Vectors, which ensure all required input (like the date, item description, and cost) are gathered before even kicking off the Skill.
Keep in mind a bot like this can go so much further. Add other everyday office tasks — like scheduling meetings, looking up people by skill set, finding a customer record, scheduling events, and pulling a listing of open leads — can be centralized within one bot.
Then take your bot to the next step by adding a QnA Maker knowledge base to answer all those common questions that use up so much time.
AtBot brings AI within reach
AtBot is the premiere bot-as-a-service solution for the Microsoft cloud. Built completely within Azure, AtBot is your out-of-the-box, easy-to-configure bot for Teams, SharePoint, or the web. Teach AtBot tasks using Power Automate, make him your corporate source of knowledge with QnA Maker, help him understand almost anything your colleagues could ask thanks to LUIS, and manage his features with the AtBot Admin Portal. Get going with AtBot Free or start your free trial of AtBot Premium today.
