Overview
This guide demonstrates how to use Smooth to retrieve invoice information from subscription services like Calendly. You’ll learn to authenticate manually once via a live URL, then have Smooth navigate to billing sections to extract payment data automatically.1
Launch Session and Authenticate
Create a profile and session for Calendly. The profile will persist your authentication cookies.Open the
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live_url in your browser and log in to Calendly. Once authenticated, press Enter to continue.2
Reuse the Profile
In future runs, use the same profile ID to skip manual authentication and retrieve invoices directly.
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Use Cases
- Expense Tracking: Automatically extract billing information for accounting
- Budget Monitoring: Track recurring payments across multiple services
- Invoice Automation: Integrate payment data with expense management systems
- Audit Compliance: Maintain accurate records of business subscriptions
This approach works with any web service that has a billing dashboard. The key is authenticating manually first, then letting the agent navigate to extract the specific invoice data you need.
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