INVOICE PROCESSING
Vendor Invoice OCR to Stripe with Slack Approval Gate
Watches a Dropbox folder for new vendor invoice PDFs, extracts line items and totals with OpenAI vision.
How it runs
The automated pipeline, trigger to output.
- TriggerNew invoice PDF in Dropbox folderDropbox
- ActionExtract invoice fields with OpenAI visionOpenAI
- LogicBranch: total above auto-approve threshold?
- ActionPost approval card to Slack and waitSlack
- ActionCreate vendor payment in StripeStripe
- OutputConfirm payment ID in Slack threadSlack
What it does
Turns a shared Dropbox "incoming invoices" folder into a controlled accounts-payable pipeline. Every PDF that lands is OCR'd into structured fields, and a human approves spend above a set limit before any money moves.
When to use it
Use this when vendors email or drop PDF invoices and your finance team manually keys them into the payment system. It removes the typing while keeping a human approval gate on large amounts, so nothing pays out automatically by mistake.
How it works
- 1A new file appears in the watched Dropbox folder and triggers the run.
- 2OpenAI reads the PDF and extracts vendor, invoice number, due date, line items, and total.
- 3A logic step checks the total against your auto-approve threshold.
- 4If it exceeds the threshold, a Slack message posts the parsed invoice with Approve and Reject buttons and waits.
- 5On approval (or if under threshold), Stripe creates the payment to the vendor.
- 6A confirmation with the Stripe payment ID is posted back to the Slack thread.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect StripeCustomers, subscriptions, payments.
- 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.
More Invoice Processing workflows
Dollar-Threshold Match Variance Escalation Chain
Routes three-way match variances up an approval ladder by dollar size — small ones to the line manager, large ones to the controller.
Front vendor invoice to Airtable approval packet with line-item parse
Watches a Front inbox for vendor invoice emails, extracts header and line-item data from the body and PDF attachment, and writes a structured.
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.
Three-Way Match Exception Router by Variance Type
When a new invoice fails three-way match against its PO and receiving record, this workflow classifies the mismatch (price, quantity, or missing receipt) and routes each variance…
Route parsed Front invoices to the right Slack approver by amount
Parses an incoming Front vendor invoice and posts an interactive Slack approval card to the approver whose spending threshold matches the invoice total.
Three-way match Front invoices against purchase orders in Postgres
Parses a Front vendor invoice and runs a three-way match against the matching purchase order and receipt records in Postgres, posting pass or exception results to Slack.
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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