INVOICE PROCESSING
Apply Airtable Budget Rule Changes to Pending Invoice Lines
When a controller edits or adds a budget-mapping rule in Airtable, re-evaluates all pending uncategorized invoice lines against the new rule and moves any newly matched lines…
How it runs
The automated pipeline, trigger to output.
- TriggerBudget rule added or edited in AirtableAirtable
- ActionRead active ruleset and pending linesPostgres
- LogicRe-score pending lines against updated rules
- LogicBranch: newly matched vs. still unmatched
- ActionWrite newly matched lines to categorized tablePostgres
- OutputStamp Airtable rule with resolved line countAirtable
What it does
Controllers maintain their vendor-to-GL mapping rules in an Airtable base. When a rule is created or changed, this workflow re-runs the pending uncategorized invoice lines through the updated ruleset and reclassifies the ones that now match, shrinking the review backlog automatically.
When to use it
Use this when your mapping rules evolve mid-month and you don't want to wait for the next invoice to apply them retroactively. Editing one Airtable row should immediately clear matching items from the controller's queue.
How it works
- 1An Airtable record-changed event fires when a mapping rule is added or edited.
- 2The flow reads the full active ruleset from the Airtable rules table.
- 3It pulls the current pending uncategorized lines from Postgres.
- 4Each pending line is re-scored against the updated rules.
- 5A branch separates lines that now match a GL category from those still unmatched.
- 6Newly matched lines are written to the categorized-spend table and removed from the queue.
- 7The Airtable rule row is stamped with how many lines it resolved.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 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.
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Block duplicate Stripe payouts before they send
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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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