INVOICE PROCESSING
Weekly Open-Exception Aging Digest
Each week, summarizes every unresolved three-way-match exception by age, owner, and dollar value.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly digest schedule fires
- ActionQuery all open needs-review exceptions from PostgresPostgres
- LogicGroup by owner, age, and dollar exposure
- OutputEmail per-buyer lists and leadership roll-upGmail
What it does
Keeps mismatches from going stale. On a weekly cadence it scans all open exceptions, buckets them by age and exception type, totals the dollars stuck in each bucket, and ranks them so the oldest, highest-value blockers surface first. It then delivers a clean digest to each buyer plus a roll-up to AP leadership.
When to use it
Use it when exceptions get created but linger unworked, and leadership lacks visibility into how much spend is held up and who owns it. This turns the backlog into a weekly accountability report.
How it works
- 1A weekly schedule starts the digest run.
- 2The flow queries Postgres for all exceptions still in `needs_review`.
- 3A processing step groups them by buyer and exception type, computes aging buckets, and sums dollar exposure.
- 4It ranks each buyer's list by age and value.
- 5A per-buyer email goes out with their open items, and a consolidated leadership summary is sent to the AP manager.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.