INVOICE PROCESSING
Outlook Early-Payment Discount Window Detector with Slack Approval
Watches an Outlook inbox for incoming vendor invoices, parses the payment terms to find early-payment discounts (like 2/10 net 30).
How it runs
The automated pipeline, trigger to output.
- TriggerNew vendor invoice email in OutlookOutlook
- ActionExtract vendor, amount, date, and terms with OpenAIOpenAI
- LogicCompute discount and filter to open windows only
- ActionLog invoice and savings to Airtable AP registerAirtable
- OutputSend pay-now approval to Slack with deadlineSlack
What it does
This workflow turns missed early-payment discounts into captured savings. It monitors a shared Outlook mailbox for vendor invoices, reads the terms to detect discount offers (e.g. 2% off if paid within 10 days), calculates whether the discount window is still open, logs the invoice, and pings AP in Slack to approve the early payment before the deadline passes.
When to use it
Use it when vendors offer prompt-payment discounts that your team keeps forgetting to take because invoices sit unread. Ideal for AP teams that receive invoices by email and want a standing safety net so no 2/10-net-30 discount expires unclaimed.
How it works
- 1A new email arrives in the monitored Outlook invoices mailbox.
- 2An OpenAI extraction step parses the attachment and body for vendor, amount, invoice date, and payment terms.
- 3A logic step computes the discount amount and the last eligible pay date, then filters out invoices with no discount or an already-closed window.
- 4The invoice and computed savings are written to an Airtable AP register.
- 5A Slack message with Approve / Skip buttons is sent to the AP channel, tagging the deadline.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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
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.
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.
AI agent that investigates suspected duplicate invoices
When a new invoice can't be cleared by exact-match rules, an AI agent reviews paid history for near-duplicates (split bills, renamed vendors, rounding) and recommends pay, hold…
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.
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.
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.
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.