INVOICE PROCESSING
Convert emailed foreign invoices and route stale-rate ones for review
Reads invoice attachments arriving by email, converts each to base currency at the posting-date rate.
How it runs
The automated pipeline, trigger to output.
- TriggerInvoice email with attachment receivedGmail
- ActionExtract amount, currency, posting date with OpenAIOpenAI
- ActionFetch historical rate for posting dateHTTP webhook
- LogicBranch on posting-date freshness window
- OutputInsert fresh invoice into PostgresPostgres
- OutputCreate Trello review card for stale invoicesTrello
What it does
This workflow handles invoices that arrive as email attachments. It extracts and converts each one to base currency, but adds a guardrail: if the posting date is stale enough that the historical rate may be unreliable or backdated, it diverts the invoice to a human-review task rather than booking it automatically.
When to use it
Use it when vendors email invoices directly and you want straight-through processing for fresh invoices while still catching old or backdated documents that could distort your FX-normalized books.
How it works
- 1A new email with an attachment in the monitored inbox triggers the run.
- 2An OpenAI step extracts amount, currency, and posting date from the attachment.
- 3An HTTP action retrieves the historical FX rate for the posting date.
- 4A logic step checks how old the posting date is against a freshness window.
- 5Fresh invoices are inserted into Postgres as normalized records.
- 6Stale or backdated invoices create a Trello card in the manual-review queue.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HTTP webhookTrigger any URL on agent actions.
- 4Connect PostgresAny Postgres URL — query, write, migrate.
- 5Connect TrelloKanban boards for everything.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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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