How to build a CapEx Classification AI Agent

This workflow automates the CapEx/OpEx classification process for projects or assets by combining user input, document analysis, AI reasoning, and automated reporting. The user provides the project or asset name, uploads supporting documents, and enters the reviewer's email. The workflow first searches a knowledge base for relevant CapEx/OpEx criteria, then uses an advanced AI model to review the project details and documents, referencing both the uploaded files and knowledge base results. The LLM classifies the expenditure as CapEx or OpEx, provides a clear rationale with supporting evidence, and outputs a professional, audit-ready report. This report is then (1) displayed to the user, (2) sent to the reviewer via email, and (3) logged into an Airtable database for tracking and future reference. The result is a streamlined, consistent, and well-documented CapEx/OpEx review process that reduces manual effort and ensures compliance with standards for maximum tax savings.