INVOICE PROCESSING
Route Match Exceptions by Severity When Goods Are Received
When a goods receipt is logged, matches it against the open PO and any invoice, then routes the result by tolerance band: auto-approve small variances.
How it runs
The automated pipeline, trigger to output.
- TriggerGoods receipt logged event
- ActionPull PO and posted invoicePostgres
- LogicCompute variance and tolerance band
- ActionQueue medium variances in monday.commonday.com
- OutputPage AP on large discrepanciesPagerDuty
What it does
Runs the match at the moment receiving happens rather than at invoice time, catching short or over shipments early. It splits outcomes into three tolerance bands so trivial pennies clear automatically and only material variances reach a person.
When to use it
Use this when your warehouse logs receipts before invoices arrive and you want quantity discrepancies escalated by dollar impact instead of treating every variance the same.
How it works
- 1A receipt-logged event triggers the run.
- 2Postgres returns the matching PO line and any invoice already posted against it.
- 3A logic step computes received vs ordered vs billed and the variance amount.
- 4Variances inside the auto-approve threshold are cleared and recorded.
- 5Medium variances are pushed as cards into a monday.com AP review board.
- 6Large variances above the hard threshold trigger a PagerDuty alert so AP acts the same day.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect monday.comVisual work management for teams.
- 3Connect PagerDutyIncidents, on-call, escalations.
- 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.
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Catch duplicate invoices as they hit your AP inbox
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Block duplicate Stripe payouts before they send
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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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