INVOICE PROCESSING
Duplicate and Anomaly Guard Before Discount Approval
Before any early-payment invoice reaches approval, this workflow checks it against the AP register for duplicates and anomalous amounts.
How it runs
The automated pipeline, trigger to output.
- TriggerDiscount-eligible invoice in AirtableAirtable
- ActionSearch register for duplicates and similar amountsAirtable
- ActionScore amount and pattern anomalies with OpenAIOpenAI
- LogicRoute flagged to hold, clean forward
- ActionRaise PagerDuty alert for flagged invoicesPagerDuty
- OutputMark validated and release to approval queueAirtable
What it does
Rushing to hit a discount deadline is exactly when duplicate or inflated invoices slip through. This workflow adds a guardrail: each discount-eligible invoice is screened for duplicate invoice numbers, repeated amounts to the same vendor, and out-of-pattern totals before it is allowed into the pay-now approval queue.
When to use it
Use it when speed-to-discount pressure raises the risk of paying a bad invoice twice or overpaying. It sits between invoice detection and approval, so only validated invoices get fast-tracked for early payment.
How it works
- 1A discount-eligible invoice triggers the flow from the Airtable register.
- 2The flow searches Airtable history for matching invoice numbers and similar amounts to the same vendor.
- 3An OpenAI step scores the invoice for amount and pattern anomalies versus that vendor's norms.
- 4A logic gate routes flagged invoices to a hold state and clean invoices forward.
- 5Flagged invoices raise a PagerDuty alert for AP review with the reason.
- 6Clean invoices are marked validated in Airtable and released to the approval queue.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PagerDutyIncidents, on-call, escalations.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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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