INVOICE PROCESSING
Catch vendor renewal-notice emails in Outlook and open a tracked review task
Monitors an Outlook inbox for vendor renewal and price-increase notices, extracts the new terms and deadline with AI, logs the contract to Airtable.
How it runs
The automated pipeline, trigger to output.
- TriggerNew email arrives in Outlook mailboxOutlook
- LogicClassify as renewal or price-increase notice
- ActionExtract terms and deadline with OpenAIOpenAI
- ActionUpsert contract into Airtable trackerAirtable
- OutputCreate dated review task in AsanaAsana
What it does
Vendors often announce renewals and price hikes by email, where they get lost. This watches a shared Outlook mailbox, detects renewal-notice messages, and uses AI to pull the vendor, new price, effective date, and cancellation deadline. It records a row in Airtable and creates a review task due before the deadline.
When to use it
Use it when renewal notices arrive over email rather than in a contract system, and you want every notice captured and assigned instead of relying on someone spotting it in their inbox.
How it works
- 1A new Outlook email triggers the run.
- 2A logic step classifies whether the message is a renewal or price-increase notice.
- 3OpenAI extracts vendor, current vs new price, effective date, and notice deadline.
- 4It upserts the contract into the Airtable tracker.
- 5It creates an Asana task assigned to the owner, due ahead of the cancellation deadline.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 4Connect AsanaTasks, projects, milestones — everywhere.
- 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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