INVOICE PROCESSING
Build GL-coding rules for a new vendor with the CEO agent
An agent-driven workflow that researches a newly-added vendor, drafts a default GL-coding rule for its typical line items, validates it against your chart of accounts.
How it runs
The automated pipeline, trigger to output.
- TriggerNew vendor added in AirtableAirtable
- ActionResearch vendor category and billingBrave Search
- ActionDraft and validate GL-coding ruleOpenAI
- LogicHold rules referencing unknown accounts
- OutputFile proposed rule in Notion for sign-offNotion
What it does
When a new vendor is added, the CEO agent figures out what the vendor sells, proposes a default GL-coding rule for its common line items, and documents it so future invoices code consistently from day one.
When to use it
Use it when onboarding vendors and you want coding standards defined up front instead of reverse-engineered after the first messy invoice. Best for finance teams standardizing a growing vendor list.
How it works
- 1A new vendor record in Airtable triggers the agent.
- 2The agent researches the vendor's category and typical billing using web search.
- 3It drafts a GL-coding rule mapping likely line-item types to accounts, then validates each against your chart of accounts.
- 4A logic step holds rules that reference unknown accounts for human definition.
- 5The agent writes the proposed rule, rationale, and any open questions to a Notion page routed to finance for sign-off.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect Brave SearchWeb, news, image, video search.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect NotionPages, databases, comments.
- 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.
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.