INVOICE PROCESSING
Batch-code a folder of scanned invoice PDFs
On a schedule, processes every new invoice PDF dropped into a Google Drive folder, extracts and classifies line items to GL codes.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily batch schedule
- ActionList and read new invoice PDFs from Drive folderGoogle Drive
- ActionExtract and classify line items to GL codesOpenAI
- LogicSeparate coded vs needs-review invoices
- ActionWrite coded summary rows to AirtableAirtable
- OutputPost batch digest to SlackSlack
What it does
Processes scanned or downloaded invoice PDFs in bulk. On each run it codes every new file in a watched Google Drive folder, suggests GL accounts line by line, and posts a digest so the team knows what to look at.
When to use it
Use it when invoices accumulate as PDFs (scans, vendor portal downloads, forwarded files) and you want a daily batch pass instead of handling each one live. Good for back-office teams that reconcile in waves.
How it works
- 1A daily schedule triggers the batch run.
- 2New PDFs since the last run are listed and read from the Google Drive folder.
- 3Each document's line items are extracted and classified to GL codes by an OpenAI step using your chart of accounts.
- 4A logic step separates fully-coded invoices from those with low-confidence or unmatched lines.
- 5A coded summary row per invoice is written to Airtable.
- 6A Slack digest posts the batch totals and links to the invoices that need human review.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
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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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