This feature introduces email review policy and a Known Senders list page to give accounts payable teams more control over which incoming emails require human approval before the Payables Agent processes them.

A new Email review field in the Payables Agent setup lets administrators choose when incoming emails require human approval. The following options are available:

Always: Every email requires approval, regardless of the sender.
Never: No emails require approval.
Only if untrusted (recommended): Only emails from senders who aren't on the list of known senders require review. This is the recommended setting for most organizations.

Administrators must explicitly select an option before they start to monitor the email inbox. To ensure that they make an active decision, a default isn't preselected for the field. Every known sender is subject to a setting that sets the review policy for the specific sender.

When you set the email review policy to Manage per sender, the agent evaluates incoming emails in the following order:

Invoice is uploaded and not received via email: No review required.
Email subfolder is configured: All emails in the monitored subfolder are treated as trusted. No review required.
Sender is on the Known Senders list: Action depends on the configured value (Ask, Approve, or Reject).
Internal sender (same organization, not on the list): No review required. Internal detection uses email authentication headers (planned to be available in 2026 wave 2, version 29.0.).

Administrators can maintain a list of known senders, each with a configured policy:

Ask: The email requires human approval.
Approve: The agent processes the invoice without review.
Reject: The sender is blocked and the attachment isn't processed.

To build the list organically, after you review an email and want to continue, the sender is added automatically to the list of known senders, provided that the Manage per sender policy is active. Security telemetry is logged for each auto-addition.

This feature is available from the August minor release of 2026 release wave 1.