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Describe the task in plain language, and Yulio builds an assistant or automation that works across your existing tools and lives in the channels your team already uses.

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When a new invoice lands in Gmail, extract the line items, match them against open POs in QuickBooks, and flag mismatches in Slack.

To handle this, I'll need access to the following tools:

Gmail
QuickBooks
Slack
Google Sheets
All tools connected.

Got it. I'll watch your Gmail for invoice attachments, extract the data, cross-reference with QuickBooks, and alert #finance in Slack if anything doesn't match. Matches get logged automatically.

Let Yulio |

Role

Extracts invoice data from incoming emails, matches against purchase orders, and routes results to accounting automatically.

Connected Tools

GmailQuickBooksSlackGoogle Sheets

Execution Plan

1

Watch Gmail for new emails with PDF or image attachments from known vendor addresses

2

Extract key fields from each invoice: sender, total amount, line items, tax, and due date

3

Look up the matching purchase order in QuickBooks by vendor name and amount

4

If the invoice matches a PO, create a draft accounting entry and log it to the tracking sheet

5

If there's a mismatch or missing PO, send an alert to #finance in Slack with the discrepancy details

6

Mark the invoice as processed in the tracker and archive the original email

One agent. Every tool you use.

No switching tabs, no copying between systems. Yulio connects to your stack and handles the work end to end.

Works in your browser

Some work only happens by clicking through a UI: filling forms, pulling reports, updating records. Yulio can do that too, the same way your team does it manually.

Works across your tools

Yulio connects to the tools your business already runs on and works with them from one place. No coding required, one-click setup.

Handles your edge cases

Every business has processes that don’t fit a template. Yulio builds a custom tool for each one. No developer needed, no integration request, no waiting.

  • Slack
  • Notion
  • Google Sheets
  • HubSpot
  • QuickBooks
  • DocuSign
  • Airtable
  • Asana
  • ClickUp
  • Gmail
  • Google Drive
  • Salesforce
  • Zendesk
  • Stripe
  • Outlook

Talk to your agent anywhere

Your agent lives in the same places your team already works. No new app to learn.

Telegram
WhatsApp
Slack
Gmail
Yulio

Your team can message the agent directly in a group chat, a Slack channel, or a shared inbox. Same agent, same context, wherever the conversation happens.

Not another chatbot

ChatGPT and Claude answer questions. Yulio does the work.

Chatbots

You ask, it answers, you do the work

Yulio

You describe the task, Yulio does it

Chatbots

One conversation, then it's gone

Yulio

Runs on a schedule, repeats automatically

Chatbots

Lives in one chat window

Yulio

Lives in your Telegram, Slack, WhatsApp, email

Chatbots

Can't touch your tools

Yulio

Connects to your CRM, accounting, docs, everything

Chatbots

Needs technical prompting

Yulio

Plain language, no code, no setup

Chatbots

Generic responses

Yulio

Custom tools built for your specific workflows

We're in closed beta

Apply for early access or book a demo. We'll build your first agent with you.

No credit card, no trial clock, no commitment. You pay only when the agent delivers results.