INVOICE PROCESSING
Quarterly agent audit of vendor renewals for creeping costs
An agent reviews every recurring vendor's invoice history each quarter, identifies subscriptions whose cost trended upward.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly audit schedule
- ActionPull each vendor's invoice historyAirtable
- LogicClassify increases by cause and severity
- ActionResearch current vendor list pricingPerplexity
- ActionPublish renegotiation brief to review pageNotion
- OutputPost top creep offenders summarySlack
What it does
Each quarter an agent walks your full vendor roster, reads the trailing invoice history for each recurring charge, and identifies which vendors have quietly raised their effective cost over the period. For flagged vendors it drafts a short brief — the trend, the likely cause (tier change, added seats, annual uplift), and a suggested renegotiation or right-sizing action — and assembles them into one quarterly review document in Notion.
When to use it
Use it when you want a periodic, reasoned review rather than per-invoice alerts. Ideal ahead of budget cycles or contract-renewal seasons, when finance and ops want a prioritized list of where SaaS spend is creeping and what to do about it.
How it works
- 1A quarterly schedule starts the audit run.
- 2The agent pulls each vendor's invoice history from Airtable.
- 3It reasons over the trend to classify increases by likely cause and severity.
- 4For ambiguous cases it does light web research on the vendor's current pricing.
- 5It writes a prioritized renegotiation brief to a Notion review page.
- 6It posts a summary with the top creep offenders to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect PerplexitySearch-grounded answers with citations.
- 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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