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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.
Python
from smooth import SmoothClient

client = SmoothClient()

# Create the profile first (only needed once)
client.create_profile(profile_id="calendly-billing")

with client.session(profile_id="calendly-billing", url="https://calendly.com") as session:
    # Get the live URL for manual authentication
    print(f"Please log in at: {session.live_url()}")

    # Wait for user to authenticate
    input("Press Enter after you've logged in to Calendly...")

    # Now extract invoice data
    result = session.run_task(
        task="Go to the billing page and find my most recent invoice"
    )

    invoice = session.extract(
        schema={
            "type": "object",
            "properties": {
                "invoice_date": {"type": "string", "description": "Invoice date"},
                "amount_paid": {"type": "number", "description": "Amount paid"},
                "currency": {"type": "string", "description": "Currency code"},
                "invoice_number": {"type": "string", "description": "Invoice number"}
            }
        },
        prompt="Extract the most recent invoice details from this page"
    )

    print(f"Invoice: {invoice.output}")
Open the 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.
Python
with client.session(profile_id="calendly-billing", url="https://calendly.com") as session:
    session.run_task(
        task="Navigate to the billing page"
    )

    invoices = session.extract(
        schema={
            "type": "array",
            "items": {
                "type": "object",
                "properties": {
                    "invoice_date": {"type": "string", "description": "Invoice date"},
                    "amount_paid": {"type": "number", "description": "Amount paid"},
                    "currency": {"type": "string", "description": "Currency code"},
                    "invoice_number": {"type": "string", "description": "Invoice number"}
                }
            }
        },
        prompt="Extract all invoices from the billing page"
    )

    for inv in invoices.output:
        print(f"{inv['invoice_date']}: {inv['currency']} {inv['amount_paid']}")

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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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