INVOICE PROCESSING
Diff PDF Invoice Line Items Against Last Month into Notion
When a vendor PDF invoice lands in a Drive folder, extracts its line items, diffs each against the prior month's invoice for that vendor.
How it runs
The automated pipeline, trigger to output.
- TriggerNew PDF invoice in Google Drive folderGoogle Drive
- ActionExtract line items with OpenAIOpenAI
- ActionLoad prior invoice line items from NotionNotion
- LogicDiff line items and flag increases
- ActionCreate Notion review page with changed linesNotion
- OutputNotify reviewer in Slack with page linkSlack
What it does
This workflow goes deeper than a single total. When a vendor drops a PDF invoice into a watched Google Drive folder, it extracts the individual line items, then compares each line against the same vendor's previous invoice. It pinpoints exactly which charge crept up, by how much, so you can challenge the specific line rather than just noticing the total moved.
When to use it
Use it for vendors with itemized invoices, such as cloud infrastructure, telecom, or managed services, where the headline total may look stable while individual line items quietly inflate or new charges sneak in.
How it works
- 1A new PDF invoice appears in the watched Google Drive folder.
- 2The file content is read and an OpenAI step extracts structured line items with descriptions and amounts.
- 3The workflow loads the vendor's prior invoice line items from a Notion archive.
- 4A logic step diffs line by line, flagging increases, new charges, and removed items.
- 5A Notion review page is created listing every changed line with old versus new amounts.
- 6If any flagged increase clears the threshold, a Slack note links the reviewer to the Notion page.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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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