AI CapEx Classification Agent | Automate Compliance & Cut Manual Work with StackAI

📊 How to Build a CapEx Classification AI Agent with StackAI
Learn how to build an AI Agent in StackAI that automatically classifies expenditures as CapEx or OpEx, generates clear rationale with supporting evidence, produces an audit-ready report, and even logs results into Airtable while emailing reviewers—all in one automated workflow.

📌 Video Chapters
00:00 – Why Build a CapEx Classification Agent
00:20 – How the Finished Workflow Works (Upload → Classify → Report)
00:45 – Starting a New Project in Workflow Builder
01:00 – Adding Inputs: Supporting Documents + Reviewer’s Email
01:15 – Connecting Knowledge Base (Google Drive for Guidelines)
01:30 – Choosing Your AI Model & Writing Clear Instructions
01:45 – Referencing Inputs Properly in the Prompt
02:00 – Adding Action Nodes: Airtable + Gmail for Notifications
02:25 – Publishing & Exporting the Agent as an Advanced Form
02:50 – Reviewing Results: Fast, Consistent, and Compliance-Ready

🧠 What You’ll Learn:
• How to automate CapEx vs OpEx classification with AI
• How to connect supporting docs, compliance guidelines, and reviewer workflows
• How to log results automatically in Airtable and notify stakeholders via email
• How to ensure consistent, audit-ready reporting while reducing manual effort

This AI-powered workflow reduces compliance risks, accelerates financial reporting, and ensures accurate classification—freeing finance teams to focus on strategy, not manual review.

🔗 Learn more at: https://www.stack-ai.com/?utm_source=...
🔗 Book a free StackAI demo: https://www.stack-ai.com/demo?lp=demo...
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