INVOICE PROCESSING
Monthly Vendor Rate-Creep Audit to Airtable
On a monthly schedule, scans all invoices logged in the last 30 days, compares unit rates against each vendor's trailing average.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule fires on first business day
- ActionPull trailing 30-day invoice line itemsPostgres
- LogicCompare each rate to vendor trailing average
- LogicCompute delta and annualized cost impact
- OutputUpsert flagged rows into Airtable audit baseAirtable
What it does
Instead of reacting invoice-by-invoice, this workflow runs a scheduled month-end sweep across every vendor. It pulls the last 30 days of invoice line items from your database, compares each unit rate to that vendor's trailing 6-month average, and logs creeping rates into an Airtable audit table so finance can review the whole month in one place.
When to use it
Use this when you want a recurring, auditable record of price drift rather than real-time pings. Ideal for monthly close, vendor scorecards, and renegotiation prep where you need the full picture, not isolated alerts.
How it works
- 1A monthly schedule triggers the audit on the first business day.
- 2A Postgres query pulls all invoice line items recorded in the trailing 30 days.
- 3For each SKU, a logic step computes the current rate against the vendor's trailing average and flags increases above your threshold.
- 4Flagged items are enriched with percentage delta and annualized cost impact.
- 5Each flagged line is upserted as a row into the Airtable audit base, tagged by vendor and severity.
- 6A summary count is returned for the close checklist.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect AirtableBases, tables, views, automations.
- 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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