Understand platform and custom agents

Know which agents Clerked manages, what your organization can author, and where human review remains.

Platform agents

Invoice Processing and Email Processing are Clerked-managed agents. They handle core AP intake and processing. Their operating instructions are not edited from the customer interface, but authorized users can maintain the reviewed memories shown on each agent’s page.

Clark is separate from configurable custom agents. Open the Clark launcher to ask about accessible AP records, prepare an invoice change, or explicitly request a new memory. Clark supports two reviewable actions: an invoice change and a memory you asked it to create. Review each proposed action before it runs.

Custom agents

Custom-agent rollout is not included in this release. Existing access may show definitions and earlier runs, but custom agents cannot change business records.

Human review and write behavior

Clark can prepare an invoice change or create a memory when you explicitly ask. Review each proposed action before it runs. Clark does not take other business actions on your behalf.

Clerked’s core invoice and email processing keep their own workflow permissions. The Clark approval requirement does not prevent you from using ordinary invoice editing or memory management.

Announced in Meet Clark.