INVOICE PROCESSING
Flag Uncategorized Invoice Spend to Controllers in Microsoft Teams
On a daily schedule, scans the categorized-spend table for invoice lines that no rule matched and posts a grouped review card to the controllers' Microsoft Teams channel…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule before standup
- ActionQuery Postgres for uncategorized invoice linesPostgres
- LogicGroup by vendor and sum unmapped amounts
- LogicSkip if nothing is uncategorized
- OutputPost review digest to controllers' Teams channelMicrosoft Teams
What it does
Each morning this workflow looks for invoice line items that landed in the uncategorized bucket over the last day, rolls them up by vendor and amount, and posts a single digest card to the controllers' Microsoft Teams channel so nothing slips past close.
When to use it
Use this when uncategorized spend tends to pile up unnoticed and you want a predictable daily nudge to controllers rather than ad-hoc pings. It keeps the review backlog visible without anyone logging into the warehouse.
How it works
- 1A daily schedule fires before the morning standup.
- 2The flow queries Postgres for all invoice lines marked uncategorized since the last run.
- 3A logic step groups lines by vendor and sums the unmapped dollar amount.
- 4If there are zero uncategorized lines, the flow exits quietly.
- 5Otherwise it formats a digest with per-vendor totals and a grand total.
- 6The digest posts to the controllers' Microsoft Teams channel with links back to each invoice.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect Microsoft TeamsChannels, chats, files.
- 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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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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