INVOICE PROCESSING
Weekly Captured vs Missed Discount Report (BigQuery + Slack)
Aggregates the past week of discount-capture decisions from BigQuery into captured-vs-missed savings totals and posts a leadership summary to Slack with the top missed…
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Monday schedule
- ActionAggregate prior-week decisions in BigQueryBigQuery
- LogicFormat metrics and pick top 5 misses
- OutputPost discount scorecard to SlackSlack
What it does
Once a week this workflow rolls up every early-payment discount decision logged in BigQuery and computes total dollars captured, dollars left on the table, and the capture rate. It highlights the largest individual misses and the vendors where discounts are most often skipped, then posts a concise leadership scorecard to Slack.
When to use it
Use it to give finance leadership weekly visibility into how well the discount-capture program is performing and where money is leaking. It turns scattered per-invoice decisions into a single accountability metric.
How it works
- 1A weekly Monday-morning schedule fires.
- 2A BigQuery query aggregates the prior week's decisions into captured total, missed total, capture rate, and per-vendor breakdown.
- 3A logic step formats the headline metrics and selects the top five missed-savings invoices.
- 4A Slack message delivers the scorecard with totals, capture rate trend, and the biggest misses called out by name.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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