abstract
Validate IBAN
Validate the vendor's IBAN before processing to prevent payment errors or fraud.
The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.
Retrieve the procurement request email and parse vendor name, invoice amount, currency, IBAN, and VAT number from the message body.
Validate the vendor's IBAN to confirm it is correctly formatted and associated with the expected bank and country.
Verify the vendor's VAT number and retrieve applicable VAT rates for the invoice country to ensure correct tax treatment.
For international invoices, retrieve current exchange rates and calculate the local currency equivalent of the invoice amount.
Create a tracked task for the finance team with all validated invoice details, due date, and approval requirements, then post a summary to the finance Teams channel.
abstract
Validate the vendor's IBAN before processing to prevent payment errors or fraud.
abstract
Retrieve current exchange rates for international invoices to calculate the local currency equivalent.
abstract
Validate the vendor's VAT number and retrieve applicable VAT rates for the invoice country.
microsoft-outlook
Create a tracked procurement task in Microsoft To Do with due date and vendor details for the finance team.
microsoft-teams
Post a procurement request summary to the finance Microsoft Teams channel for approval.
Integration
Validate, enrich, and look up data through a suite of utility APIs. Validate email addresses for deliverability, format, and risk (disposable, spam trap, role-based detection). Validate and identify phone numbers with carrier, line type, and location details. Geolocate IP addresses and detect VPNs, proxies, and TOR usage. Enrich company data from domains or emails. Retrieve live and historical currency exchange rates and perform conversions. Look up public holidays by country and date. Get current time and convert between timezones. Scrape web page content from URLs. Capture website screenshots. Compress and optimize images. Generate user avatars. Validate VAT numbers and retrieve VAT rates. Validate IBAN bank account numbers.
Integration
Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.
Integration
Send, read, update, and delete messages in channels and chats. Create and manage teams, channels, and memberships. Schedule and manage online meetings, access call recordings and transcripts. Monitor user presence status in real time. Manage shifts, schedules, and time-off requests for frontline workers. Install and configure apps and tabs within teams. Send activity feed notifications to users. Subscribe to change notifications (webhooks) for messages, chats, teams, channels, memberships, presence, and meeting events. Create and manage tags for @mentioning user groups. Generate usage reports and import historical message data from other platforms.
Outcome 1
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 2
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 3
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 4
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like finance procurement request processing into something you can deploy quickly, safely, and at scale.
Fast
Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.
Secure
Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.
Enterprise
Agents act on real identity under company SSO, with per-user and per-group access policies and a complete, searchable record of everything that happens.
Team ready
Package this workflow as a skill, attach the tools it needs, and let teammates run it through Portals — governed by admins, owned by the people who do the work.
The Metorial products that connect, govern, and observe this scenario.
Connectivity
Start from 1000+ verified integrations or bring your own, and give every one a governed path to your agents under existing SSO and access policies.
Connectivity
A single URL your AI client connects to. Sign in with the login you already use and your agent reaches every integration and tool you allow — no per-app setup.
Identity
Sign in with company SSO, set policies per user and group, and let agents act on real identity across every connected system in this workflow.
Governance
Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.
Observability
A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.
Governance
Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.
However you adopt AI, Metorial has a path for connecting it safely.
Solution
Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.
Solution
SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.
Solution
Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.