INVOICE PROCESSING
Quarterly Recurring-Spend Creep Report Across All Vendors
Once a quarter, aggregates every recurring vendor's invoice history from Postgres, calculates each vendor's cumulative price drift versus the start of the year.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule
- ActionPull full vendor invoice historyPostgres
- LogicCompute cumulative drift and rank vendors
- ActionCreate ranked Notion reportNotion
- OutputLink report in finance Slack channelSlack
What it does
Individual increases are easy to wave through; the damage shows up in aggregate. This workflow runs quarterly, reads the full invoice history for every recurring vendor from Postgres, and computes how much each vendor's pricing has crept since the baseline period. It ranks vendors by total annualized increase and writes a clean report to Notion so finance can see exactly where recurring spend is silently compounding.
When to use it
Use this for a recurring finance review when you want one consolidated view of price drift across your entire vendor base rather than per-invoice alerts.
How it works
- 1A quarterly schedule triggers the run.
- 2A Postgres step pulls every vendor's invoice history since the year's baseline.
- 3A logic step computes each vendor's cumulative percent drift and annualized dollar impact.
- 4The flow ranks vendors from largest to smallest creep.
- 5A Notion page is created with the ranked table and total annualized increase.
- 6A Slack message links the report to the finance channel.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect NotionPages, databases, comments.
- 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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