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LLM Playbook

Browse AI features designed to instruct LLMs to carry out specific tasks.
These can be integrated across your apps, tools and data pipelines.

Fintech

Marketplace

Insurance

Legal and Compliance

Engineering

Sales

Support

Claims Policy Verification

Claims Policy Verification

Claims Triage

Claims Triage

Claims Fraud Analysis

Claims Fraud Analysis

Customer Query Categorisation

Customer Query Categorisation

Policy Comparison

Policy Comparison

Damage Assessment from Images

Damage Assessment from Images

Insurance Needs Analysis

Insurance Needs Analysis

Policy Renewal Recommendation

Policy Renewal Recommendation

Claims Status Update

Claims Status Update

Compliance Documentation Check

Compliance Documentation Check

Claims Documentation Validation

Claims Documentation Validation

Query Triage and Escalation

Query Triage and Escalation

Financial Analysis

Transaction Categorisation

This agentic task categorises financial transactions - vital for financial analysis agents. The task configuration outlines how to:

  • Classify transactions into primary and secondary categories

  • Generate confidence scores for category assignments

  • Apply contextual tags and business indicators

  • Analyse merchant patterns and transaction characteristics

  • Produce structured categorisation reports with insights


As a modular agentic task, it integrates with banking systems and budgeting platforms, enabling AI agents to execute systematic transaction categorisation within existing financial management workflows. The task specification includes frameworks for pattern recognition, category mapping, and context analysis, adaptable across personal and business finance applications.

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Try this Task

Try this Task

Try this Task

Example outputs:

"response": {
    "main_category": "Health & Fitness",
    "sub_category": "Gym Membership",
    "suggested_tags": [
      "fitness",
      "gym",
      "membership"
    ],
    "confidence_level": "High"

Next:

Next:

Query Triage and Escalation

Query Triage and Escalation