INVOICE PROCESSING
Nightly Re-Submission Sweep and Digest
Runs on a schedule to scan the day's posted invoices across Postgres and Airtable for clusters that share a fingerprint, then posts a ranked duplicate-risk digest to AP leadership.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule
- ActionPull day's posted invoices from ledgerPostgres
- ActionPull recent Airtable intake rowsAirtable
- LogicCluster by fingerprint, keep multi-member groups
- ActionRank clusters by dollar exposure and recency
- OutputPost ranked duplicate-risk digest to SlackSlack
What it does
A scheduled batch sweep that looks back over recent invoice activity and clusters records that share the same vendor-amount-number fingerprint across both your Postgres ledger and Airtable intake. It surfaces duplicate clusters that single-record checks miss and sends AP leadership a ranked digest each night so patterns get caught before the next pay run.
When to use it
Use this as a safety net on top of real-time guards, especially when invoices arrive from many sources over a day. It catches slow-burn duplicates that crossed system boundaries and gives managers a daily risk picture.
How it works
- 1A nightly schedule triggers the sweep.
- 2The flow pulls the day's posted invoices from the Postgres ledger and recent Airtable intake rows.
- 3It groups records by fingerprint and identifies clusters with more than one member.
- 4It ranks clusters by total dollar exposure and recency.
- 5It assembles a digest of the top risk clusters with direct links.
- 6The digest is posted to the AP leadership Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect AirtableBases, tables, views, automations.
- 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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