INVOICE PROCESSING
Weekly Captured-vs-Missed Discount Savings Report
Every week it tallies which early-payment discounts were captured and which expired unclaimed across the AP register.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionQuery Airtable for windows closed this periodAirtable
- LogicBucket captured vs missed and sum by vendor
- ActionWrite savings-and-leakage scorecard to NotionNotion
- OutputPost top leakage sources summary to SlackSlack
What it does
This workflow makes discount performance visible. Weekly it reconciles the AP register to total dollars saved from discounts taken versus dollars lost to windows that expired before payment, breaks the leakage down by vendor, and publishes a scorecard so finance can see exactly where money is slipping away.
When to use it
Use it to hold the AP process accountable and to spot vendors or steps where discounts are repeatedly missed. Good for finance leads who want a recurring, trend-able view rather than per-invoice alerts.
How it works
- 1A weekly schedule triggers the report.
- 2The flow queries Airtable for all invoices with discount windows that closed in the period.
- 3A logic step buckets each into captured or missed and sums savings and leakage, grouped by vendor.
- 4It writes the scorecard, including week-over-week trend, into a Notion finance page.
- 5It posts a summary with the top leakage sources to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect NotionPages, databases, comments.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.