INVOICE PROCESSING
Send a weekly digest of every contract entering its renewal window
Each week it rolls up all contracts in Airtable whose renewal windows open in the next 90 days, ranks them by spend and switching difficulty.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionQuery Airtable for contracts renewing within 90 daysAirtable
- LogicRank by spend and switching difficulty
- ActionWrite prioritized digest with OpenAIOpenAI
- OutputEmail digest to leadership via OutlookOutlook
What it does
It produces a single weekly view of upcoming renewals so leadership sees what is coming before any auto-renew fires. It gathers contracts entering their notice window within 90 days, sorts them by annual spend and how hard each is to switch, and writes a digest that says which to renegotiate first and which to let lapse.
When to use it
Use it for a recurring procurement or finance review when you want one prioritized list every week instead of per-contract pings, and you need a spend-weighted picture of renewal exposure.
How it works
- 1A weekly schedule fires the run.
- 2It queries Airtable for contracts whose notice window opens within 90 days.
- 3A logic step scores and ranks each by spend and switching difficulty.
- 4OpenAI writes the digest with a recommended action per contract.
- 5The digest is emailed to the leadership list via Outlook.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Invoice Processing workflows
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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.
Nightly audit that flags duplicate payments already made
Runs every night to scan the last 90 days of Stripe payments against your Postgres invoice ledger.
Block duplicate Stripe payouts before they send
When a new vendor invoice is queued for payment in Stripe, cross-check it against your paid-invoice history in Postgres and halt any payout that matches an already-paid invoice.
Agent that codes Front invoices to GL accounts and drafts a bill
An agent reads each Front vendor invoice, assigns GL account codes per line item using your chart of accounts and past coding history.
Detect duplicate Front invoices and archive originals to S3
Parses each Front vendor invoice, checks it against a history table for duplicates, archives the source PDF to S3 with a normalized key, and alerts AP when a duplicate is caught.
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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