INVOICE PROCESSING
Daily Unmatched Invoice and PO Aging Digest
Runs every morning to find invoices that have been stuck without a matched PO or receipt past their aging threshold.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule fires
- ActionQuery unmatched and disputed invoicesPostgres
- LogicScore by days stuck and due-date proximity
- LogicTag near-due invoices as escalation priority
- OutputEmail prioritized aging digest to AP managerGmail
What it does
Produces a once-a-day exception report. It scans all invoices that are still unmatched or held in dispute, ranks them by how long they have been stuck and how close they are to their due date, and delivers a single readable summary.
When to use it
When exceptions pile up in a queue and no one notices an invoice is about to go past due. This gives the AP manager one prioritized list each morning instead of asking people to dig through the system.
How it works
- 1A scheduled trigger fires each weekday morning.
- 2The flow queries Postgres for invoices flagged unmatched, partial-match, or in-dispute.
- 3A logic step computes days-stuck and days-until-due for each, then sorts by urgency.
- 4Invoices within five days of their due date are tagged as escalation priority.
- 5The flow formats a digest grouped by vendor with totals and the specific reason each is held.
- 6The digest is sent to the AP manager by email so the most urgent exceptions get worked first.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 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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