INVOICE PROCESSING
Vendor Follow-Up for Invoices Missing Discount Terms
When an Outlook vendor invoice arrives without clear payment terms, this workflow drafts and sends a polite Outlook reply asking the vendor to confirm any early-payment discount.
How it runs
The automated pipeline, trigger to output.
- TriggerNew vendor invoice email in OutlookOutlook
- ActionExtract terms and detect missing discount infoOpenAI
- LogicFilter to invoices with missing or unclear terms
- ActionSend threaded Outlook reply requesting confirmationOutlook
- ActionLog open inquiry with follow-up date in AirtableAirtable
- OutputNotify AP of on-hold invoices in SlackSlack
What it does
Many invoices simply omit whether a prompt-payment discount is available. This workflow catches those, automatically asks the vendor by email whether an early-payment discount applies, and tracks the question so AP knows which invoices are awaiting clarification before scheduling payment.
When to use it
Use it when your vendor base is inconsistent about stating terms and you suspect you are leaving discounts on the table. It quietly chases the missing information so finance can make an informed pay-timing decision.
How it works
- 1A new vendor invoice email arrives in Outlook.
- 2An OpenAI step extracts the terms and flags whether any discount is stated.
- 3A logic branch filters to invoices where terms are missing or ambiguous.
- 4The flow drafts a courteous reply asking the vendor to confirm available early-payment discounts and sends it via Outlook as a threaded reply.
- 5It logs the open inquiry in Airtable with a follow-up date.
- 6A Slack note tells AP which invoices are on hold pending vendor confirmation.
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.
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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.
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