INVOICE PROCESSING
Escalate Chronically Missing Vendor Invoices via PagerDuty
Tracks how long expected vendor invoices have been overdue to arrive and, once a gap crosses a critical aging threshold close to the payment cutoff, escalates to the on-call AP…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule evaluates outstanding invoices
- ActionQuery unreceived expected invoices and aging from PostgresPostgres
- LogicKeep only gaps past the critical aging threshold
- ActionTrigger a PagerDuty incident per critical gapPagerDuty
- OutputLog escalation to Postgres to dedupe future runsPostgres
What it does
Goes beyond a one-time nudge: it ages every missing expected invoice and escalates when a gap becomes critical near the payment cutoff. Routine misses stay quiet, but a vendor invoice still absent days before cutoff triggers a PagerDuty incident routed to the responsible AP owner, ensuring high-value recurring obligations are not missed.
When to use it
Use it for critical recurring vendors where a missed payment has real consequences (payroll providers, rent, regulated services) and a Slack message alone is too easy to overlook.
How it works
- 1A daily schedule evaluates outstanding expected invoices.
- 2Query Postgres for expected invoices still unreceived and how many days each is overdue.
- 3Branch: keep only gaps that crossed the critical aging threshold relative to the payment cutoff.
- 4Trigger a PagerDuty incident for each critical gap with vendor, amount, and days overdue.
- 5Log the escalation back to Postgres to avoid duplicate incidents on the next run.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect PagerDutyIncidents, on-call, escalations.
- 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.
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