INVOICE PROCESSING

Quarterly Price-Creep Scorecard Slack Digest

Each quarter, ranks every vendor by cumulative silent rate increases over the period and posts a leaderboard digest to Slack so the team knows which contracts to renegotiate first.

CategoryInvoice Processing
Enginesim
Difficultybeginner
Triggerschedule
Steps5
Setup~5 min

How it runs

The automated pipeline, trigger to output.

  • TriggerQuarterly schedule fires at period close
  • ActionAggregate flagged increases per vendorPostgreSQLPostgres
  • LogicRank vendors by cumulative cost impact
  • LogicFormat leaderboard with worst offenders
  • OutputPost quarterly scorecard digest to SlackSlack

What it does

This workflow rolls individual price-creep flags up into a quarterly vendor scorecard. It aggregates every detected increase per vendor over the quarter, ranks vendors by total unannounced cost added, and posts a leaderboard digest to Slack that tells the team exactly which contracts deserve a renegotiation conversation.

When to use it

Use this when you already log creep events and want a strategic, recurring summary rather than per-invoice noise. Built for procurement leads preparing quarterly business reviews and prioritizing which vendors to push back on first.

How it works

  1. 1A quarterly schedule triggers the digest at period close.
  2. 2A Postgres query aggregates all flagged increases per vendor for the quarter.
  3. 3A logic step ranks vendors by cumulative dollar impact and tags the worst offenders.
  4. 4The flow formats a leaderboard with each vendor's total creep, count of increases, and largest single jump.
  5. 5The digest is posted to a Slack channel for the QBR, with the top vendors highlighted for renegotiation.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect PostgresAny Postgres URL — query, write, migrate.
  2. 2
    Connect SlackChannels, DMs, threads, mentions.
  3. 3
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  4. 4
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  5. 5
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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