INVOICE PROCESSING
Daily AP aging digest from the Front invoice ledger
On a daily schedule, scans the Airtable invoice ledger for unapproved and past-due invoices, summarizes them with OpenAI.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule fires
- ActionQuery Airtable for unapproved and past-due invoicesAirtable
- LogicBucket by overdue, due soon, awaiting approval
- ActionSummarize prioritized digest with OpenAIOpenAI
- OutputPost aging digest with record links to SlackSlack
What it does
Gives finance a once-a-day picture of what is stuck. It scans the Airtable ledger built from Front invoices, finds anything unapproved, awaiting payment, or past its due date, then posts a ranked digest to Slack so nothing slips past terms and no early-payment discount is missed.
When to use it
Use it when invoices are landing and getting parsed correctly but follow-through stalls and items quietly go past due. This closes the loop with a daily nudge instead of waiting for a vendor to chase payment.
How it works
- 1A scheduled trigger runs each morning before the AP standup.
- 2The flow queries Airtable for invoices that are unapproved, approved-but-unpaid, or past due, with their amounts and due dates.
- 3A logic step buckets invoices into overdue, due within three days, and awaiting approval, and sorts by amount.
- 4OpenAI writes a concise, prioritized digest with totals per bucket and the top items needing action.
- 5The digest is posted to the finance Slack channel with deep links back to each Airtable record.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 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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