INVOICE PROCESSING
Daily Three-Way Match Exception Digest to Finance
Each morning, summarizes all open invoice-match exceptions into a prioritized digest and emails it to the finance team with totals by exception type and aging.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled morning run
- ActionQuery open exceptions from AirtableAirtable
- LogicAggregate by type and aging bucket
- OutputEmail prioritized digest to finance via GmailGmail
What it does
Gives finance one daily snapshot of every unresolved match exception. It rolls up open exceptions by type and age, highlights the highest-dollar and oldest items, and emails a clean digest so the team starts the day knowing exactly what to clear.
When to use it
Use this when exceptions accumulate faster than they're cleared and leadership wants visibility on the backlog without logging into the queue. It is a reporting layer on top of your existing exception data.
How it works
- 1A scheduled morning run kicks off the digest.
- 2The flow queries all open exception rows from Airtable, including their variance amount, type, and date opened.
- 3A logic step aggregates totals by exception type and computes aging buckets, sorting the worst offenders to the top.
- 4The summary is formatted into a readable digest with counts, dollar totals, and the top items needing attention.
- 5The digest is emailed to the finance distribution list via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect GmailRead, draft, send, label.
- 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.
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