INVOICE PROCESSING
Batch PDF Invoice Rate Comparator from Dropbox
When invoice PDFs are dropped into a Dropbox folder, it OCRs each one, extracts line-item rates, compares them to historical lows in the database.
How it runs
The automated pipeline, trigger to output.
- TriggerNew invoice PDF added to Dropbox folderDropbox
- ActionOCR and extract line-item rates with OpenAIOpenAI
- ActionQuery historical lowest rate per SKUPostgres
- LogicFlag rates above historical low and compute gap
- OutputCreate creep report page in NotionNotion
What it does
This workflow handles vendors who send invoices as PDFs rather than structured data. Drop a batch of invoice PDFs into a watched Dropbox folder and it reads each one, extracts the unit rates, compares them against the lowest historical rate on record per SKU, and assembles a price-creep report in Notion so the team sees which vendors drifted off their best-ever price.
When to use it
Use this for paper-style or scanned PDF invoices that never arrive as clean data. Good for accounts-payable teams that batch-file invoices and want a periodic comparison against the best rate ever paid, not just the last one.
How it works
- 1A new PDF lands in the watched Dropbox folder and triggers the run.
- 2An OpenAI vision step OCRs the invoice and extracts vendor and per-SKU unit rates.
- 3A Postgres query returns the historical lowest rate paid per SKU for that vendor.
- 4A logic step flags any line item now priced above its historical low and computes the gap.
- 5Flagged items are stored as the current observation.
- 6A consolidated creep report page is created in Notion with vendor, SKU, best-ever rate, and current rate.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect NotionPages, databases, comments.
- 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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