INVOICE PROCESSING
Route low-confidence GL codes to Slack for one-tap approval
When the classifier is unsure how to code an invoice line, it posts the line with its top suggestions to a Slack approval channel, captures the AP approver's choice.
How it runs
The automated pipeline, trigger to output.
- TriggerLow-confidence coded line via webhookHTTP webhook
- ActionRank likely GL accounts with rationaleOpenAI
- ActionPost ranked options to Slack approval channelSlack
- LogicWait for and validate approver's choice
- OutputWrite confirmed GL code back to AirtableAirtable
What it does
Closes the human-in-the-loop gap on uncertain coding. Lines the model can't confidently classify are sent to Slack with two or three ranked GL-code options; the approver taps one and the choice is recorded against the invoice.
When to use it
Use it alongside any auto-coding workflow when you want a fast, auditable way to resolve the ambiguous lines without leaving chat. Keeps AP moving and builds a record of human decisions for future training.
How it works
- 1A low-confidence coded line (webhook from your coding workflow) triggers the run.
- 2An OpenAI step ranks the most likely GL accounts for the line and writes a one-line justification for each.
- 3The line, vendor, amount, and ranked options post to a Slack approval channel as interactive choices.
- 4A logic step waits for the approver's selection and validates it against the chart of accounts.
- 5The confirmed GL code is written back to the invoice record in Airtable, clearing the review flag.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect AirtableBases, tables, views, automations.
- 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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