INVOICE PROCESSING
Validate vendor-submitted invoices against billing history
When a vendor submits an invoice through your portal, this flow checks it against the vendor's billing history in Airtable and paid records in Postgres.
How it runs
The automated pipeline, trigger to output.
- TriggerVendor submits invoice via portal webhookHTTP webhook
- ActionCheck vendor billing history in AirtableAirtable
- ActionCheck paid records in PostgresPostgres
- LogicFresh invoice vs. resubmission
- OutputReject and email vendor the reason via GmailGmail
What it does
Guards the vendor self-service portal. The moment a vendor uploads an invoice, the flow validates it against their own billing history in Airtable and your paid-invoice ledger in Postgres. If the invoice number was already submitted or already paid, the submission is rejected at the door with a clear message, keeping duplicates out of the AP pipeline entirely.
When to use it
Use this when vendors submit their own invoices and sometimes re-upload the same one after a delay, or submit a tweaked copy. It pushes the duplicate check upstream to the submitter.
How it works
- 1A vendor submits an invoice via the portal webhook.
- 2The flow checks the vendor's billing history in Airtable for the same invoice number.
- 3It checks the Postgres ledger for an existing paid record.
- 4A logic branch decides whether the submission is a fresh invoice or a resubmission.
- 5Fresh invoices are written to Airtable and admitted to the queue.
- 6Resubmissions are rejected and the vendor is emailed the reason via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect GmailRead, draft, send, label.
- 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 Invoice Processing workflows
Dollar-Threshold Match Variance Escalation Chain
Routes three-way match variances up an approval ladder by dollar size — small ones to the line manager, large ones to the controller.
Front vendor invoice to Airtable approval packet with line-item parse
Watches a Front inbox for vendor invoice emails, extracts header and line-item data from the body and PDF attachment, and writes a structured.
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.
Three-Way Match Exception Router by Variance Type
When a new invoice fails three-way match against its PO and receiving record, this workflow classifies the mismatch (price, quantity, or missing receipt) and routes each variance…
Route parsed Front invoices to the right Slack approver by amount
Parses an incoming Front vendor invoice and posts an interactive Slack approval card to the approver whose spending threshold matches the invoice total.
Three-way match Front invoices against purchase orders in Postgres
Parses a Front vendor invoice and runs a three-way match against the matching purchase order and receipt records in Postgres, posting pass or exception results to Slack.
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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