INVOICE PROCESSING
Overbilling Approval Gate with Slack Hold
Holds any invoice whose total exceeds the contract by a set threshold, posts the variance to a Slack approval channel with approve/dispute buttons.
How it runs
The automated pipeline, trigger to output.
- TriggerNew invoice file added to DropboxDropbox
- ActionExtract total and vendor with OpenAIOpenAI
- ActionFetch contracted total from AirtableAirtable
- LogicCompute variance vs threshold tolerance
- ActionAuto-approve within-tolerance invoices in AirtableAirtable
- OutputPost variance card to Slack for approve/disputeSlack
What it does
This workflow turns the overbilling check into a human-in-the-loop gate. When a Dropbox invoice is parsed and its total beats the contracted amount by more than your tolerance (say 2%), the invoice is paused and a Slack message lands in your AP channel showing the contract figure, the billed figure, and the dollar delta. An approver clicks approve to release it or dispute to kick it to the vendor. Nothing moves to payment without that decision.
When to use it
Use this when small overages are common and you want fast human judgment instead of auto-rejection — letting reviewers wave through trivial differences while catching the expensive ones.
How it works
- 1A new Dropbox invoice triggers the run.
- 2OpenAI extracts the invoice total and vendor.
- 3The contracted total is fetched from Airtable.
- 4A logic step computes the variance and checks it against the tolerance threshold.
- 5Within-tolerance invoices are auto-marked approved in Airtable.
- 6Over-tolerance invoices post a variance card to the Slack approval channel and wait for the reviewer's decision.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 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.
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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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