INVOICE PROCESSING
Escalate Three-Way Match Exceptions to AP Approvers in Slack
Watches the Airtable invoice queue for records flagged as match exceptions, builds a variance summary.
How it runs
The automated pipeline, trigger to output.
- TriggerInvoice flagged Exception in AirtableAirtable
- ActionCompute per-line variance vs PO and receipt
- LogicRoute to approver by vendor or amount
- ActionPost interactive approval request in SlackSlack
- OutputRecord decision and approver in AirtableAirtable
What it does
Monitors invoices that failed three-way match and routes each one to a human approver with the exact discrepancy spelled out: what was ordered, what was received, and what was billed. Approvers act directly from a Slack message, and the decision flows back to Airtable so the audit trail stays complete.
When to use it
Use this once you already match invoices automatically and need a fast, accountable way to clear the exceptions. It replaces chasing approvers over email and keeps every approval decision logged against the invoice.
How it works
- 1An Airtable record entering the Exception status triggers the flow.
- 2The flow reads the invoice, PO, and goods-receipt values and computes the variance for each failing line.
- 3A routing step picks the approver based on vendor or invoice amount thresholds.
- 4A formatted Slack message goes to that approver showing the variance and Approve / Reject buttons.
- 5The approver's response is captured, and the Airtable record is updated to Approved or Rejected with the approver name and timestamp.
- 6Rejected invoices trigger a follow-up note back to the requesting buyer.
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
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Nightly audit that flags duplicate payments already made
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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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