INVOICE PROCESSING
Weekly Accounts Payable Aging Digest
On a weekly schedule, queries unpaid invoices from Postgres, buckets them by how overdue they are, has OpenAI write a plain-English summary of what needs attention.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionQuery unpaid invoices from PostgresPostgres
- LogicBucket invoices by aging window
- ActionSummarize aging report with OpenAIOpenAI
- OutputPost AP aging digest to SlackSlack
What it does
Produces a recurring accounts-payable aging report. It groups open invoices into current, due-soon, and overdue buckets and turns the numbers into a short narrative your team can act on Monday morning.
When to use it
Use this when your AP data lives in a database and nobody proactively watches it, so invoices quietly slip past due. It gives finance a consistent weekly heartbeat without anyone pulling a report by hand.
How it works
- 1A weekly schedule triggers the run.
- 2A query pulls all unpaid invoices with amounts and due dates from Postgres.
- 3A logic step buckets each invoice into current, due within seven days, or overdue.
- 4OpenAI summarizes the buckets into a concise digest highlighting the largest and most overdue items.
- 5The formatted digest is posted to the finance Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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