FINANCE
Unbilled Receipt Escalation: GRN-Without-Invoice to Teams
When a goods receipt is posted without a matching invoice, an incoming webhook checks the amount and aging.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook receives goods-receipt eventHTTP webhook
- LogicCheck for linked invoice and aging
- LogicDrop immaterial recent receipts
- OutputPost qualifying item to Teams channelMicrosoft Teams
What it does
Instead of waiting for month-end, this workflow reacts the moment a goods-receipt note (GRN) is recorded with no corresponding invoice. It evaluates whether the receipt is large enough or old enough to matter, and if so posts it to a Microsoft Teams channel where AP and the cost-center owner can decide to accrue it right away.
When to use it
Use it when your ERP or procurement system can fire a webhook on goods receipt and you want real-time visibility into the accrual backlog rather than a month-end scramble. Ideal for teams with high receipt volume and a shared Teams channel for close work.
How it works
- 1An incoming webhook receives the goods-receipt event from the source system.
- 2A logic step checks for a linked invoice and evaluates amount against the materiality threshold and the receipt's age in days.
- 3Receipts that are immaterial and recent are dropped silently.
- 4Qualifying receipts are formatted with vendor, PO, amount, and days outstanding.
- 5The item is posted to the Teams accruals channel tagging the cost-center owner.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect Microsoft TeamsChannels, chats, files.
- 3Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 4Test, 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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