INVOICE PROCESSING
CEO agent triages flagged duplicate invoices using full vendor history
When an invoice is flagged as a possible duplicate, a CEO agent pulls full vendor payment history, reasons about whether it's a true duplicate or a legitimate recurring charge.
How it runs
The automated pipeline, trigger to output.
- TriggerInvoice flagged as possible duplicate
- ActionFetch invoice and full vendor history from PostgresPostgres
- ActionAgent reasons over cadence, amounts, and contract termsOpenAI
- LogicBranch: legitimate recurring vs. true duplicate
- ActionWrite decision and rationale to case recordPostgres
- OutputEscalate true duplicates to Slack for sign-offSlack
What it does
Not every fingerprint collision is fraud. Recurring subscriptions, milestone billing, and split shipments produce legitimately similar invoices. This workflow hands flagged invoices to a CEO agent that reads the full vendor relationship, payment cadence, and contract context to decide whether the match is a real duplicate or expected recurring spend, then writes its reasoning to the case.
When to use it
Use it to cut false-positive noise from your duplicate guard. When AP is drowning in flags that turn out to be legitimate recurring charges, the agent triages first and only escalates genuine duplicates to a human.
How it works
- 1A duplicate-flag event triggers the agent run.
- 2The agent fetches the invoice and full vendor payment history from Postgres.
- 3It reasons over cadence, amounts, and contract terms to classify the match.
- 4A logic branch routes recurring/legitimate to auto-clear and true duplicates to escalation.
- 5The agent writes its rationale and decision back to the Postgres case record.
- 6True duplicates post to Slack for human sign-off with the agent's full reasoning attached.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OpenAIModels, embeddings, files.
- 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.
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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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