INVOICE PROCESSING
Extract renewal notices from email and flag surprise price hikes
Scans the finance inbox for subscription renewal emails, extracts the vendor, renewal date, and new amount.
How it runs
The automated pipeline, trigger to output.
- TriggerNew renewal email in Gmail labelGmail
- ActionExtract vendor, date, amount with OpenAIOpenAI
- ActionFetch prior-cycle price from SnowflakeSnowflake
- LogicCompare price change against threshold
- ActionLog expected renewal to SnowflakeSnowflake
- OutputAlert budget owner in Slack on price hikeSlack
What it does
Vendors announce renewals and price increases by email, and those notices get buried. This workflow reads each renewal notice, pulls the structured terms, and catches the ones where the price quietly went up before the charge ever hits.
When to use it
Use it when annual SaaS contracts auto-renew and you only learn about a 30 percent increase after it bills. Catching the notice email gives you a window to renegotiate or cancel.
How it works
- 1A new email matching the renewal label in Gmail triggers the run.
- 2An OpenAI extraction step parses vendor name, renewal date, and the quoted renewal amount from the message body.
- 3The vendor's prior-cycle amount is read from the Snowflake subscription ledger.
- 4A logic step computes the percent change and checks it against your alert threshold.
- 5Renewals within tolerance are logged to Snowflake as expected.
- 6Renewals over threshold post a Slack alert to the budget owner with old price, new price, and the renewal deadline so they can act.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SnowflakeWarehouses, queries, shares.
- 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.
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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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