Hoist AI
Workflows

Workflow guides for AI agents.

Browse 3 HoistAI workflow guides for AI agents: Counterparty verification, Invoice-risk review, Opportunity delta report. Each guide lists its own source, freshness and boundary detail.

Available workflow guides

Australian counterparty verification for AI agents

Check Australian organisation identity, ABN/GST and available public-register signals with source and freshness metadata.

Boundary: PPSR preview and paid search are currently unavailable through Hoist; a credential, OAuth scope, account or plan does not unlock them. Entity and asset monitoring, automatic rechecks and alerts are unavailable. Hoist does not make a credit, legal or finance decision.

Invoice-risk review for AI agents

Invoice-risk review extracts organisation identifiers, checks GST arithmetic and BSB-directory signals; it does not verify organisation identity or bank-account ownership.

Boundary: Extracted organisation identifiers are not matched to an official source by this workflow. A BSB-directory match does not verify the account holder, bank-account ownership, payment authority or payment safety. Confirm organisation and payment details through known independent channels. PPSR and entity or asset monitoring are unavailable.

On-demand opportunity delta reports for AI agents

Compare opportunity results through an on-demand, read-only delta report that runs only when requested.

Boundary: This is not a subscription, scheduler, automatic recheck or alert. Saved-search cadence is a default-lookback label for explicit manual runs; it does not start background work. Entity and asset monitoring is unavailable.