INVOICE PROCESSING
Onboard every new Dropbox contract into the renewal tracker automatically
When a new contract PDF lands in Dropbox, it extracts the parties, value, term, and renewal dates with AI and creates a fully populated Airtable tracker record so the renewal…
How it runs
The automated pipeline, trigger to output.
- TriggerNew contract file added to DropboxDropbox
- LogicConfirm it is a new contract PDF
- ActionDownload file and extract terms with OpenAIOpenAI
- ActionCreate populated record in Airtable trackerAirtable
- OutputPost confirmation to Slack procurement channelSlack
What it does
The moment a signed contract is dropped into Dropbox, it reads the document, extracts the vendor, contract value, term length, auto-renew date, and notice period, and creates a complete record in your Airtable renewal tracker. No manual data entry, and the renewal watcher starts monitoring it immediately.
When to use it
Use it as the front door to your renewal process so newly signed contracts are tracked automatically. It prevents the common gap where a contract is signed but never logged, then silently auto-renews months later.
How it works
- 1A new file added to the Dropbox contracts folder triggers the run.
- 2A logic step confirms the file is a contract PDF and not already tracked.
- 3It downloads the file and OpenAI extracts parties, value, term, and renewal dates.
- 4It creates the populated record in the Airtable renewal tracker.
- 5It posts a confirmation to the procurement channel in Slack.
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.
More Invoice Processing workflows
Dollar-Threshold Match Variance Escalation Chain
Routes three-way match variances up an approval ladder by dollar size — small ones to the line manager, large ones to the controller.
Front vendor invoice to Airtable approval packet with line-item parse
Watches a Front inbox for vendor invoice emails, extracts header and line-item data from the body and PDF attachment, and writes a structured.
Gate invoice approvals on a duplicate cross-check
When an approver clicks Approve in your AP system, a webhook re-validates the invoice against paid history in Postgres and Stripe charges.
Three-Way Match Exception Router by Variance Type
When a new invoice fails three-way match against its PO and receiving record, this workflow classifies the mismatch (price, quantity, or missing receipt) and routes each variance…
Route parsed Front invoices to the right Slack approver by amount
Parses an incoming Front vendor invoice and posts an interactive Slack approval card to the approver whose spending threshold matches the invoice total.
Three-way match Front invoices against purchase orders in Postgres
Parses a Front vendor invoice and runs a three-way match against the matching purchase order and receipt records in Postgres, posting pass or exception results to Slack.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.