FINANCE
Chase vendors for invoices on aged unbilled POs
Weekly, finds purchase orders received but uninvoiced beyond an aging threshold in Snowflake and emails each vendor's AP contact a chase requesting the missing invoice.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule before close
- ActionFind aged unbilled POs in SnowflakeSnowflake
- LogicDedupe and group by vendor
- ActionEmail AP contacts to chase invoicesOutlook
- OutputLog outreach to Airtable trackerAirtable
What it does
The best accrual is a real invoice. This workflow attacks the root cause of accrual uncertainty by proactively chasing vendors whose received goods or services remain uninvoiced, shrinking the pile of estimates the team has to book at close.
When to use it
Run it weekly in the run-up to close. Use it when stale open POs inflate your accrual workload and you'd rather collect the actual invoice than estimate — especially for vendors who routinely bill late.
How it works
- 1A scheduled weekly trigger fires.
- 2An action queries Snowflake for received POs with no invoice older than the aging threshold, joined to vendor AP contact details.
- 3A logic step suppresses POs already chased this week and groups remaining lines by vendor.
- 4An action sends each vendor's AP contact a polite chase email via Outlook listing the outstanding PO numbers and amounts.
- 5The output logs every chase to an Airtable outreach tracker with timestamp and PO list for the accrual team's follow-up.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect OutlookMail, calendar, contacts.
- 3Connect AirtableBases, tables, views, automations.
- 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.
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