Recommend invoice owner AI agent

  • Release version: Australia
  • Updated August 14, 2026
  • 2 minutes to read

    • This AI agent intelligently analyzes exception work notes to predict the most likely business owner for an invoice. It collaborates with the Accounts Payable (AP) specialist — the person responsible for processing the invoice — by suggesting the predicted business owner or creating follow-up tasks to streamline ownership validation and resolution.

    Workflow

    The agent helps users complete tasks related to recommend invoice owner.
    1. Execute the "Retrieve recommendation from Exception Record" tool.
    2. If there are no invoices present, ask the AP specialist if they want to reach out to a supplier contact with an exception task.
    3. If the recommendation mentions that there are processed invoices present, but the match score is less than the threshold value, inform the AP specialist that a recommendation cannot be made, but the agent can suggest the business owner from the last processed invoice.
    4. If the recommendation mentions that the business owner was identified but auto-approval is disabled, then ask the AP specialist whether the mentioned business owner can be assigned to the invoice.
    Table 1. Configuration
    Field Description
    Allow third party to access this AI agent

    When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the External discoverable field.
    Allow AI specialists to access this AI agent

    When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the Specialist enabled field.
    Manage long-term memory

    When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see ServiceNow Otto AI agents reference.
    Tools
    Script
    Create exception task
    Get BO of last processed invoice
    Get supplier contacts
    Retrieve recommendation from Exception Record
    Update BO on invoice
    Agent roles (ACLs) sn_ap_apm.accounts_payable_specialist
    Data access roles sn_ap_apm.accounts_payable_specialist
    Triggers

    Optional. None defined by default. An admin can specify triggers if desired. For more information, see Add a trigger to an AI agent.
    Channels

    Enable the AI agent for the ServiceNow Otto panel.
    Used in agentic workflows

    Not applicable.

    For more information on Accounts Payable Operations, see Accounts Payable Operations.