INVOICE PROCESSING
Normalize Dropbox foreign invoices to base currency at posting-date rate
Watches a Dropbox folder for new foreign-currency invoice PDFs, extracts the amount and posting date, converts to your base currency using that day's FX rate.
How it runs
The automated pipeline, trigger to output.
- TriggerNew invoice PDF added to Dropbox folderDropbox
- ActionExtract amount, currency, posting date with OpenAIOpenAI
- LogicSkip if currency already equals base currency
- ActionFetch historical FX rate for posting dateHTTP webhook
- OutputInsert normalized invoice row into PostgresPostgres
What it does
This workflow turns a Dropbox drop folder into an automatic FX normalization pipeline. Every foreign-currency invoice that lands gets read, converted to your base currency at the rate that applied on the invoice posting date, and stored as a clean, finance-ready row.
When to use it
Use it when vendors send invoices in EUR, GBP, JPY, or other currencies and your books are kept in a single base currency. It removes the manual lookup-and-multiply step and guarantees every invoice uses the correct historical rate rather than today's rate.
How it works
- 1A new file in the watched Dropbox folder triggers the run.
- 2An OpenAI extraction step pulls invoice number, vendor, original amount, currency, and posting date from the PDF.
- 3A logic step checks the currency: if it already equals the base currency, it skips conversion.
- 4An action calls an FX rate service over HTTP using the posting date to fetch the historical rate.
- 5The converted base-currency amount and the rate used are computed.
- 6A final output step inserts the normalized invoice into Postgres for downstream accounting.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HTTP webhookTrigger any URL on agent actions.
- 4Connect PostgresAny Postgres URL — query, write, migrate.
- 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.
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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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