INVOICE PROCESSING
Approved-Exception Payment Release
When an AP reviewer marks a match exception as resolved in Airtable, verifies the approval, releases the held Stripe payment.
How it runs
The automated pipeline, trigger to output.
- TriggerException status set to Approved in AirtableAirtable
- LogicVerify approver and payment reference
- ActionCapture held Stripe paymentStripe
- ActionMark row Paid with capture detailsAirtable
- OutputConfirm payment to requester in SlackSlack
What it does
Closes the loop on resolved exceptions. The moment a reviewer flips an exception to Approved, it confirms the sign-off is valid, captures the previously held Stripe payment, and records the closure so the invoice actually gets paid without a second manual step.
When to use it
Use it as the downstream partner to a hold-and-escalate flow: once a human approves a flagged invoice, this releases the money automatically instead of waiting for someone to remember to capture the payment.
How it works
- 1An Airtable record update where an exception status changes to Approved triggers the flow.
- 2A branch verifies the row carries a valid approver and a linked Stripe payment reference, stopping otherwise.
- 3The flow captures the held Stripe payment intent to release funds to the vendor.
- 4The Airtable row is updated to Paid with the capture timestamp and reference.
- 5A confirmation is posted in Slack to the original requester noting the invoice is now paid.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect StripeCustomers, subscriptions, payments.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
More Invoice Processing workflows
Catch duplicate invoices as they hit your AP inbox
Watches your accounts-payable Gmail inbox for incoming invoice emails, fingerprints each one, and routes likely duplicates to a review label instead of into the approval queue.
Gate invoice approvals on a duplicate cross-check
When an approver clicks Approve in your AP system, a webhook re-validates the invoice against paid history in Postgres and Stripe charges.
Nightly audit that flags duplicate payments already made
Runs every night to scan the last 90 days of Stripe payments against your Postgres invoice ledger.
Block duplicate Stripe payouts before they send
When a new vendor invoice is queued for payment in Stripe, cross-check it against your paid-invoice history in Postgres and halt any payout that matches an already-paid invoice.
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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