INVOICE PROCESSING
Escalate stale ClickUp invoice approvals to Microsoft Teams before due date
Runs on a schedule to find ClickUp invoice-approval tasks sitting past their SLA, cross-checks the payment due date in Postgres.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionFind overdue Approval-lane tasks in ClickUpClickUp
- ActionLook up payment due dates in PostgresPostgres
- LogicFilter to at-risk invoices and rank by urgency
- OutputPost escalation to Microsoft Teams channelMicrosoft Teams
What it does
Stops invoices from going late while they wait in an approval queue. On a schedule it scans the ClickUp Approval lane for tasks that have sat longer than their SLA, looks up each invoice's payment due date in Postgres, and posts a ranked escalation to Microsoft Teams so approvers act on the ones closest to the deadline first.
When to use it
Use it when approved-but-forgotten invoices cause missed early-payment discounts or late fees. It gives approvers a daily nudge ordered by financial urgency instead of letting tasks rot silently.
How it works
- 1A daily schedule starts the run.
- 2ClickUp is queried for Approval-lane tasks older than the SLA threshold.
- 3Each task's PO is matched to its payment due date in Postgres.
- 4A branch keeps only invoices due within the risk window and sorts by urgency.
- 5A Microsoft Teams message is posted to the approver's channel listing each invoice, amount, days waiting, and due date.
Set it up
What you configure once, before turning it on.
- 1Connect ClickUpDocs + tasks + chats in one workspace.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect Microsoft TeamsChannels, chats, files.
- 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
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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