INVOICE PROCESSING
Agentic Invoice Exception Investigator and Resolver
When an invoice fails the three-way match, an agent investigates the root cause by pulling PO history and receiving notes from BigQuery, drafts a vendor clarification email.
How it runs
The automated pipeline, trigger to output.
- TriggerFailed-match webhook fires from pre-match stepHTTP webhook
- ActionPull PO history, receipts, vendor invoices from BigQueryBigQuery
- LogicAgent reasons on likely cause and confidence
- ActionOpen exception issue with hypothesis in LinearLinear
- OutputPost draft vendor email and Linear link to SlackSlack
What it does
Handles the hard part of AP: the exceptions. Instead of just flagging a mismatch, an agent reads the PO change history, receiving notes, and prior invoices for the vendor, reasons about whether the gap is a partial shipment, a price update, or a duplicate, and proposes a resolution path with evidence.
When to use it
Use it when your simple matcher already routes clean invoices and you want to automate the investigation of the messy ones. Best for teams drowning in exceptions that each take an analyst 15+ minutes to chase down.
How it works
- 1A failed-match webhook from your pre-match step triggers the agent.
- 2The agent queries BigQuery for the PO's full line history, receipts, and the vendor's recent invoices.
- 3It reasons about the most likely cause and confidence level.
- 4It drafts a vendor clarification email tailored to the specific discrepancy.
- 5It opens a Linear issue with the cause hypothesis, evidence, and recommended next step.
- 6It posts the draft email and Linear link to Slack for an analyst to review and send.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect BigQueryDatasets, queries, schemas.
- 3Connect LinearIssues, projects, cycles, triage.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
More Invoice Processing workflows
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Front vendor invoice to Airtable approval packet with line-item parse
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Gate invoice approvals on a duplicate cross-check
When an approver clicks Approve in your AP system, a webhook re-validates the invoice against paid history in Postgres and Stripe charges.
Three-Way Match Exception Router by Variance Type
When a new invoice fails three-way match against its PO and receiving record, this workflow classifies the mismatch (price, quantity, or missing receipt) and routes each variance…
Route parsed Front invoices to the right Slack approver by amount
Parses an incoming Front vendor invoice and posts an interactive Slack approval card to the approver whose spending threshold matches the invoice total.
Three-way match Front invoices against purchase orders in Postgres
Parses a Front vendor invoice and runs a three-way match against the matching purchase order and receipt records in Postgres, posting pass or exception results to Slack.
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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