INVOICE PROCESSING
Daily AP Exception Aging Digest
Each morning, summarizes every open three-way-match exception by age and dollar value, flags items breaching the resolution SLA.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled morning run
- ActionRead open exceptions from AP queueAirtable
- LogicBucket by age; flag SLA breaches
- ActionSort and compose prioritized digestOpenAI
- OutputPost digest to AP channel and leadSlack
What it does
Gives the AP team a single daily picture of every unresolved match exception, ranked by how long it has been open and how much money is at stake. It surfaces SLA breaches before they become late-payment penalties or missed discounts.
When to use it
Use it when exceptions accumulate across multiple handlers and nobody has a consolidated view of what is aging or at risk. It replaces ad hoc status pings with one authoritative morning digest.
How it works
- 1A scheduled morning run triggers the flow.
- 2The flow reads all open exception rows from the Airtable AP queue.
- 3A branch buckets each item by age and computes which have breached the resolution SLA.
- 4Items are sorted by SLA-breach status and dollar value to set priority order.
- 5A digest is composed listing breached items first, then aging items, with owner and amount per row.
- 6The digest is posted to the AP Slack channel and direct-messaged to the team lead.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Connect OpenAIModels, embeddings, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Agent that codes Front invoices to GL accounts and drafts a bill
An agent reads each Front vendor invoice, assigns GL account codes per line item using your chart of accounts and past coding history.
Detect duplicate Front invoices and archive originals to S3
Parses each Front vendor invoice, checks it against a history table for duplicates, archives the source PDF to S3 with a normalized key, and alerts AP when a duplicate is caught.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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