INVOICE PROCESSING
Verify each new Dropbox invoice against Stripe on upload
When a vendor invoice lands in Dropbox, it extracts the amount and vendor, checks whether a matching Stripe payment exists, and tags the invoice as paid, unpaid…
How it runs
The automated pipeline, trigger to output.
- TriggerNew invoice file in Dropbox AP folderDropbox
- ActionExtract vendor, number, and amount with OpenAIOpenAI
- ActionQuery Stripe for matching outbound paymentStripe
- LogicClassify as paid, unpaid, or amount mismatch
- ActionWrite status and fields to PostgresPostgres
- OutputFlag mismatches and unpaid to SlackSlack
What it does
Reacts the moment an invoice is dropped into the Dropbox AP folder. It reads the invoice, pulls out vendor and total, and asks Stripe whether a payment for that vendor and amount has gone out. The invoice gets a clear status so you instantly know if it still needs paying or was already settled.
When to use it
Use it when invoices arrive ad hoc throughout the day and you want real-time payment status instead of waiting for a nightly batch. Good for AP teams who want to avoid double-paying or missing a bill.
How it works
- 1A new file in the Dropbox AP folder triggers the run.
- 2The flow downloads the file and uses OpenAI to extract vendor, invoice number, and amount.
- 3It queries Stripe for outbound payments to that vendor.
- 4A decision step classifies the invoice: paid (amount matches), unpaid (no payment), or mismatch (payment exists but amount differs).
- 5The status and extracted fields are written to a Postgres invoices table.
- 6Mismatches and unpaid invoices are flagged to the AP channel for action.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect StripeCustomers, subscriptions, payments.
- 4Connect PostgresAny Postgres URL — query, write, migrate.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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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