INVOICE PROCESSING
Monthly Vendor Spend Creep Audit to Airtable Report
Runs on a monthly schedule, scans the last several invoices per recurring vendor from your ledger, calculates the trailing trend, and writes a ranked creep report into Airtable.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule fires
- ActionRead recent invoices per vendor from AirtableAirtable
- LogicGroup by vendor and compute trailing creep
- ActionWrite ranked creep report to AirtableAirtable
- OutputPost top creeping vendors to SlackSlack
What it does
Instead of reacting to one invoice at a time, this workflow audits the whole vendor portfolio once a month. It looks back across each recurring vendor's recent invoice history, measures the trend (not just the last jump), and produces a ranked report of which vendors are quietly creeping upward over time. Slow 2%-a-month increases that no single alert would catch become obvious when viewed as a trend.
When to use it
Use it for a recurring finance review when you want a portfolio-level view of vendor cost drift, ready to hand to a controller or to drive renegotiation decisions.
How it works
- 1A monthly schedule triggers the audit.
- 2The workflow reads each recurring vendor's recent invoice rows from the Airtable ledger.
- 3A logic step groups by vendor and computes the trailing change rate and cumulative increase over the window.
- 4Vendors are ranked by total creep and tagged as steady, rising, or sharply rising.
- 5The ranked findings are written back to an Airtable report table.
- 6A summary of the top creeping vendors is posted to Slack to kick off the review.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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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