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Prerequisites

  • Login to the shared Workshop Environment. Check your email for a platform invite if you have not logged in already.

    Note for SSO Users

    If you have an existing Boomi account that you use SSO to authenticate with, you will have to sign out of that account and sign in with username/password to https://platform.boomi.com.

  • Load this guide into a separate tab so you can follow along as we build the agent.

Lab Build Steps​

This workshop will guide you through the process of creating a sophisticated AI agent using the Boomi platform. You will build an agent designed to perform a three-way match between a Purchase Order, a Goods Received Note, and an Invoice. You will then create the necessary tools to query data and orchestrate a notification process.