Coupa's Navi agent pulls up invoices and POs from one prompt. Flo, Spendflo's AI agent, takes requests from Slack, email or forms, routes the approvals, and lands each one in Coupa as a requisition.
The Document Discovery Agent lives in Coupa Navi chat. Coupa describes two jobs it does.
Ask in natural language or pick Find a Transaction. Navi returns matching invoices, POs and other transactions as preview cards.
Open the full record from a card. If you are the active approver, approve or reject in-line, and Navi confirms it in real time.
Flo takes requests in from Slack, email or forms, routes the approvals, and creates the requisition in Coupa.
Coupa's official demo of the Document Discovery Agent.
In Navi chat, select Find a Transaction or type a prompt in natural language. Navi identifies the transactions that match.
Each match shows its transaction number, total amount and status, plus the supplier, item or report name for that type.
Select a preview card to open the full detail view of the transaction.
If you are the active approver, decide in the chat, give a reason where required, and Navi confirms the outcome in real time.
Video: Coupa, embedded from Coupa's video host · View on ai.coupa.com
Flo shows which task is holding a request, who owns it, and what the vendor's contract says.
Describe the transaction in plain words instead of filling in search fields.
A ready-made starting point in Navi chat for the most common lookup.
Number, total amount and status at a glance, so many matches are quick to scan.
Cards add the details that matter for each transaction type, such as supplier, item or report name.
Active approvers approve or reject from the chat, with a reason where one is required.
Navi confirms each decision as it happens, so the new status shows straight away.
Flo syncs requisition status and PO details back from Coupa every day, and imports vendors and items every hour.
Keep Coupa for requisitions, purchase orders and transaction lookups. Spendflo takes care of the requests in front of Coupa.
Short answers about the Coupa Document Discovery Agent, from Coupa's public pages.
A Coupa Navi AI agent that finds invoices, POs and other transactions from a chat prompt, shows them as preview cards, and lets the active approver approve or reject in-line.
In the Navi chat inside Coupa. Users pick Find a Transaction or type their own prompt.
The transaction number, total amount and status, plus details that depend on the type, such as the supplier, item or report name.
Yes, if they are the active approver. They approve or reject in-line, give a reason where required, and Navi confirms the result in real time.
Yes. Spendflo creates purchase requisitions in Coupa from approved requests and syncs requisition status and PO details back every day.
Flo handles requests before they reach Coupa. Flo is live in 14 days.
Book a DemoCoupa and Coupa Navi are trademarks of Coupa Software Inc. Spendflo is not affiliated with Coupa. Features are described from Coupa's public page as of 21 October 2026; the demo video is Coupa's.
