INVOICE PROCESSING
Route OCR'd invoices for approval by spend threshold
Extracts the total from each emailed invoice and routes it down a tiered approval path — auto-approve under a floor, manager sign-off in mid range, controller sign-off above a cap.
How it runs
The automated pipeline, trigger to output.
- TriggerNew invoice emailGmail
- ActionOCR total, vendor, cost centerOpenAI
- LogicSelect approval tier by amount threshold
- ActionRequest sign-off from tier approverSlack
- OutputLog tier and decision to audit ledgerPostgres
What it does
Applies your approval matrix automatically. After OCR reads the invoice total and cost center, the flow picks the right approval tier and requests sign-off from the correct person, then records the outcome. Small invoices clear without human touch; larger ones escalate to the right authority.
When to use it
Use this when approval authority depends on dollar amount and you want consistent, auditable routing instead of forwarding emails around. Ideal for teams with a written delegation-of-authority policy.
How it works
- 1A new invoice email triggers the run.
- 2OCR extracts the invoice total, vendor, and cost center.
- 3A threshold check selects the tier: auto, manager, or controller.
- 4Below the floor, the invoice is written as approved immediately.
- 5For mid and high tiers, an approval request with the invoice summary is posted to the approver's Slack channel.
- 6The chosen tier and the resulting decision are logged to Postgres for the audit trail.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect PostgresAny Postgres URL — query, write, migrate.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Invoice Processing workflows
Dollar-Threshold Match Variance Escalation Chain
Routes three-way match variances up an approval ladder by dollar size — small ones to the line manager, large ones to the controller.
Front vendor invoice to Airtable approval packet with line-item parse
Watches a Front inbox for vendor invoice emails, extracts header and line-item data from the body and PDF attachment, and writes a structured.
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.
Three-Way Match Exception Router by Variance Type
When a new invoice fails three-way match against its PO and receiving record, this workflow classifies the mismatch (price, quantity, or missing receipt) and routes each variance…
Route parsed Front invoices to the right Slack approver by amount
Parses an incoming Front vendor invoice and posts an interactive Slack approval card to the approver whose spending threshold matches the invoice total.
Three-way match Front invoices against purchase orders in Postgres
Parses a Front vendor invoice and runs a three-way match against the matching purchase order and receipt records in Postgres, posting pass or exception results to Slack.
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.