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Automate invoice categorization in FreeAgent using AI Agent to analyze descriptions. Latenode's visual editor lets you build custom rules with JavaScript for nuanced handling, and scale the workflow affordably as your business grows.
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FreeAgent
AI Agent
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Create a New Scenario to Connect FreeAgent and AI Agent
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a FreeAgent, triggered by another scenario, or executed manually (for testing purposes). In most cases, FreeAgent or AI Agent will be your first step. To do this, click "Choose an app," find FreeAgent or AI Agent, and select the appropriate trigger to start the scenario.
Add the FreeAgent Node
Select the FreeAgent node from the app selection panel on the right.
FreeAgent
Configure the FreeAgent
Click on the FreeAgent node to configure it. You can modify the FreeAgent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the AI Agent Node
Next, click the plus (+) icon on the FreeAgent node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.
FreeAgent
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AI Agent
Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the FreeAgent and AI Agent Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the FreeAgent and AI Agent Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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AI Agent
Trigger on Webhook
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FreeAgent
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring FreeAgent, AI Agent, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the FreeAgent and AI Agent integration works as expected. Depending on your setup, data should flow between FreeAgent and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
FreeAgent + AI Agent + Slack: When a new invoice is created in FreeAgent, the AI Agent summarizes the invoice details. The summary is then posted to a designated Slack channel for review by the finance team.
FreeAgent + AI Agent + Google Sheets: When a new invoice is created in FreeAgent, the AI Agent analyzes expense data. Trends are identified and logged in Google Sheets for budgeting and financial planning purposes.
About FreeAgent
Use FreeAgent in Latenode to automate accounting tasks. Create workflows that automatically reconcile bank data, generate reports, or update financial records based on triggers from other apps. Avoid manual data entry and ensure accuracy by connecting FreeAgent with your CRM, payment gateways, or e-commerce platforms.
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About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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How can I connect my FreeAgent account to AI Agent using Latenode?
To connect your FreeAgent account to AI Agent on Latenode, follow these steps:
Can I automate invoice follow-ups using AI?
Yes, you can! Latenode lets you use AI Agent to create personalized follow-up emails based on FreeAgent invoice data, boosting payment collection automatically.
What types of tasks can I perform by integrating FreeAgent with AI Agent?
Integrating FreeAgent with AI Agent allows you to perform various tasks, including:
What FreeAgent data is accessible via Latenode?
Latenode allows access to invoices, contacts, projects, expenses, and bank transactions within FreeAgent for seamless workflow creation.
Are there any limitations to the FreeAgent and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: