FINANCE
Receipt OCR from Dropbox to Slack reimbursement approval
Watches a Dropbox folder for new receipt images, extracts vendor, date, and amount with OpenAI vision, then posts a structured approval request to the finance approver in Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerNew receipt file added to Dropbox folderDropbox
- ActionDownload receipt file contentsDropbox
- ActionExtract vendor, date, and amount with OpenAI visionOpenAI
- LogicValidate total and date were parsed
- OutputPost approve/reject request to approver in SlackSlack
What it does
Turns a dropped receipt photo or PDF into a clean, structured reimbursement request. When an employee saves a receipt to a shared Dropbox folder, the workflow reads the file, pulls out the merchant, date, total, and tax with an OpenAI vision model, and sends a one-click approve/reject card to the approver in Slack.
When to use it
Use this when reimbursements arrive as loose receipt images and your approver lives in Slack. It removes the manual transcription step and gives finance a consistent record without anyone opening a spreadsheet.
How it works
- 1A new file lands in the monitored Dropbox receipts folder and fires the trigger.
- 2The workflow downloads the file contents from Dropbox.
- 3OpenAI vision reads the image or PDF and returns merchant, date, total, currency, and tax as structured fields.
- 4A logic step validates that a total and date were found; incomplete reads are flagged for manual review.
- 5A Slack message is posted to the approver channel with the parsed fields and the original receipt link, ready for an approve or reject decision.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 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.
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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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.