INVOICE PROCESSING
Archive supplier invoice attachments to R2 and attach the link to ClickUp
Saves every PDF attachment from inbound Outlook supplier invoices to a dated R2 bucket path, records the storage URL in Postgres keyed by PO.
How it runs
The automated pipeline, trigger to output.
- TriggerInvoice email with attachment in OutlookOutlook
- ActionRead PO number and supplier from invoice
- ActionUpload PDF to dated R2 bucket pathCloudflare R2
- ActionStore R2 URL in Postgres by POPostgres
- OutputCreate ClickUp task linking the archived fileClickUp
What it does
Gives every supplier invoice a permanent home and a clean handle. Each PDF attachment from the invoices mailbox is uploaded to Cloudflare R2 under a year/month/supplier path, its URL is stored in Postgres against the PO number, and a ClickUp task is opened that links directly to the archived document instead of a buried email.
When to use it
Use it when invoices live only inside email and your team wastes time hunting for the original PDF at approval or audit time. This builds a searchable document archive while keeping the AP workflow in ClickUp.
How it works
- 1An invoice email with attachments lands in Outlook and triggers the run.
- 2The PO number and supplier are read so the file can be named and pathed.
- 3The PDF attachment is uploaded to R2 at a dated, supplier-scoped key.
- 4The R2 object URL is written to Postgres keyed by PO number.
- 5A ClickUp task is created with the supplier, PO, and a direct link to the archived invoice for review.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect Cloudflare R2Object storage, S3-compatible.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect ClickUpDocs + tasks + chats in one workspace.
- 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.
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