Write custom AI instructions
Custom AI instructions are company guidance for the rules your team applies repeatedly. Use them for invoice extraction and coding patterns or for email-handling decisions that are specific to your business.
Open the instruction area
- Select Agents in the left sidebar.
- Open the invoice-processing or email-processing agent surface available to your role.
- Find the Instructions editor.
Built-in agent cards can be read-only in some workspaces. A company-specific instruction editor and its Save action appear only when your role and feature access allow changes.
Write a useful rule
Keep each instruction short, specific, and tied to evidence the agent can find. Include the condition, the action, and any exception.
## Vendor coding
- Code recurring office-supply invoices to the configured office-supply account.
- For this vendor, use the purchase order line when it is present.
## Email handling
- Treat a message as an invoice only when it has an invoice attachment or a clear invoice request.
- Send statements to email review instead of creating a bill.
Use the field and value names your workspace exposes. Do not put passwords, bank details, or other secrets in instructions.
Save and check the next workflow
- Write or update the guidance.
- Select Save.
- Wait for the next invoice extraction or email-processing run that should use the rule.
- Compare the result with the source evidence.
- Refine the instruction when the result is too broad or too narrow.
Saving guidance changes future processing. It does not rewrite a bill or email that has already completed its agent run.
Avoid conflicting rules
Prefer one general rule followed by a clearly marked exception. If two instructions point to different accounts or email decisions for the same evidence, make the more specific condition explicit.