INVOICE PROCESSING
Agent That Chases Down Missing Goods-Receipt Records for Stuck Invoices
For invoices blocked only because no goods-receipt record exists, an agent investigates the order, contacts the receiving owner.
How it runs
The automated pipeline, trigger to output.
- TriggerInvoice flagged missing goods receiptAirtable
- ActionAgent reviews PO and delivery history
- ActionAsk receiving owner to confirm delivery in SlackSlack
- LogicDecide: create receipt or recommend hold
- OutputUpdate match status and notes in AirtableAirtable
What it does
Handles the most common three-way-match blocker: an invoice and PO that line up, but no goods-receipt confirmation on file. An agent investigates whether the goods actually arrived by checking related records and reaching out to the receiving owner, then either records the receipt so the match can complete or recommends holding the invoice with a documented reason.
When to use it
Use this when a large share of your exceptions are simply missing receipts rather than true price or quantity disputes. It offloads the back-and-forth of confirming deliveries so AP staff only handle real discrepancies.
How it works
- 1An Airtable invoice flagged Exception with reason "missing goods receipt" triggers the flow.
- 2The agent reviews the PO, delivery dates, and any partial-receipt history to judge whether goods likely arrived.
- 3It posts a targeted question to the receiving owner in Slack asking for confirmation or a delivery date.
- 4Based on the reply, the agent creates the goods-receipt record in Airtable or marks the invoice for hold with its reasoning.
- 5The match status and the agent's notes are written back so the three-way match can re-run or close.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Invoice Processing workflows
Catch duplicate invoices as they hit your AP inbox
Watches your accounts-payable Gmail inbox for incoming invoice emails, fingerprints each one, and routes likely duplicates to a review label instead of into the approval queue.
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.
Nightly audit that flags duplicate payments already made
Runs every night to scan the last 90 days of Stripe payments against your Postgres invoice ledger.
Block duplicate Stripe payouts before they send
When a new vendor invoice is queued for payment in Stripe, cross-check it against your paid-invoice history in Postgres and halt any payout that matches an already-paid invoice.
Agent that codes Front invoices to GL accounts and drafts a bill
An agent reads each Front vendor invoice, assigns GL account codes per line item using your chart of accounts and past coding history.
Detect duplicate Front invoices and archive originals to S3
Parses each Front vendor invoice, checks it against a history table for duplicates, archives the source PDF to S3 with a normalized key, and alerts AP when a duplicate is caught.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.