INVOICE PROCESSING
Front vendor invoice to Airtable approval packet with line-item parse
Watches a Front inbox for vendor invoice emails, extracts header and line-item data from the body and PDF attachment, and writes a structured.
How it runs
The automated pipeline, trigger to output.
- TriggerNew "invoice" message in Front inboxFront
- ActionFetch PDF attachment and email body from FrontFront
- ActionExtract header and line items with OpenAIOpenAI
- LogicValidate totals reconcile, flag mismatches
- ActionWrite invoice header record to AirtableAirtable
- OutputWrite each line item to linked Airtable tableAirtable
What it does
Turns a messy vendor-invoice email thread in Front into a clean, structured record in Airtable. It reads the email body and the attached PDF, pulls out the vendor, invoice number, dates, totals, and every line item, then files one Airtable row per invoice with a child table of line items ready for an approver to scan.
When to use it
Use it when AP receives invoices as Front emails (not a portal) and someone is currently retyping totals into a spreadsheet. It removes manual data entry and gives a consistent record for every invoice that lands.
How it works
- 1A new message tagged "invoice" arrives in the Front inbox and fires the trigger.
- 2The PDF attachment is pulled from the message and passed to OpenAI alongside the email body for structured extraction (vendor, invoice no., dates, currency, subtotal, tax, total, and line items).
- 3A logic step validates that totals reconcile (line items sum to subtotal, subtotal plus tax equals total) and flags mismatches.
- 4The invoice header is written as one Airtable record.
- 5Each parsed line item is written to a linked Airtable table referencing the header record.
Set it up
What you configure once, before turning it on.
- 1Connect FrontShared inbox, conversations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 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
Dollar-Threshold Match Variance Escalation Chain
Routes three-way match variances up an approval ladder by dollar size — small ones to the line manager, large ones to the controller.
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.
Three-Way Match Exception Router by Variance Type
When a new invoice fails three-way match against its PO and receiving record, this workflow classifies the mismatch (price, quantity, or missing receipt) and routes each variance…
Route parsed Front invoices to the right Slack approver by amount
Parses an incoming Front vendor invoice and posts an interactive Slack approval card to the approver whose spending threshold matches the invoice total.
Three-way match Front invoices against purchase orders in Postgres
Parses a Front vendor invoice and runs a three-way match against the matching purchase order and receipt records in Postgres, posting pass or exception results to Slack.
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.
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.