INVOICE PROCESSING
Daily Aging Digest of Unresolved Match Exceptions
Each morning it summarizes every three-way match exception still open, buckets them by age and owner.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule
- ActionQuery unresolved exceptionsPostgres
- LogicBucket by owner and aging tier
- ActionCompose per-approver digest
- ActionSend digests and manager roll-upSlack
- OutputAppend aging metrics to tracking tablePostgres
What it does
Exception routing only works if people act. This workflow runs daily, finds every match exception that is still unresolved, and groups them by the approver who owns them and how long they have aged. Each owner gets a focused list of just their items; the AP manager gets a roll-up of the whole backlog with the oldest and highest-value exceptions surfaced first.
When to use it
Use it alongside any of your match-routing workflows to keep the queue from silently growing. It is the accountability layer that turns assignments into action.
How it works
- 1A daily schedule triggers the digest run each morning.
- 2The workflow queries Postgres for all invoices in an unresolved exception state.
- 3Logic buckets each by owner and aging tier (1-2 days, 3-5 days, overdue).
- 4It composes one tailored digest per approver listing only their open items.
- 5Each approver receives their digest in Slack; the AP manager gets the full roll-up.
- 6Aging metrics are appended to a tracking table so backlog trends are visible over time.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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