DOCUMENT OPS
OCR Dropbox receipts into a Postgres expense ledger
When a receipt PDF or scan hits Dropbox, OCRs it, extracts merchant, amount, tax, and date, writes a normalized ledger row to Postgres.
How it runs
The automated pipeline, trigger to output.
- TriggerNew receipt in Dropbox /ReceiptsDropbox
- ActionOCR and extract merchant, amount, tax, dateOpenAI
- ActionInsert normalized row into Postgres ledgerPostgres
- LogicBranch: amount over approval threshold?
- OutputPost over-limit receipts to Slack for approvalSlack
What it does
Turns receipt images and PDFs dropped into Dropbox into structured expense records. It OCRs each file, extracts merchant, total, tax, currency, and date, normalizes the amount, and writes a row to a Postgres expense ledger. Receipts above a configured threshold trigger a Slack alert so they get an approval before reimbursement.
When to use it
Use it when employees or vendors drop receipts into a shared Dropbox folder and finance has to retype them into a spreadsheet. Best when you want a clean ledger plus a spend-control check in one pass.
How it works
- 1A new receipt file in `/Receipts` triggers the run.
- 2The flow OCRs the image or PDF and extracts merchant, amount, tax, currency, and date via OpenAI.
- 3A normalization step standardizes currency and amount fields.
- 4A row is inserted into the Postgres expense ledger with the Dropbox file link.
- 5A branch checks the amount against the approval threshold and, if exceeded, posts the receipt details to Slack for sign-off.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 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.
More Document Ops workflows
Flag redline deviations when a contract lands in Drive
Watches a Google Drive folder for incoming counterparty contracts, diffs each clause against your approved template library.
Gate contract signing on clause-deviation approval
When a contract is submitted for signature via webhook, diffs its clauses against approved templates and either auto-approves clean documents or holds them in Slack for explicit…
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
Draft a negotiation brief from contract clause deviations
An agent reviews a contract against approved templates, researches each deviation.
Log contract clause deviations to a Notion review register
On a daily schedule, scans a Drive contracts folder, diffs clauses against approved templates with OpenAI.
Weekly audit of clause drift across the contract repository
Each week, scans all executed contracts in Drive, measures how far each clause has drifted from approved templates.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.