INVOICE PROCESSING
Monthly Recurring-Vendor Price-Drift Sweep to Airtable
On a monthly schedule, scans your invoice history in Postgres for every recurring vendor, ranks who raised prices the most.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule fires the audit
- ActionQuery all recurring vendors and their recent invoicesPostgres
- LogicCompute per-vendor drift and drop sub-threshold noise
- OutputUpsert ranked drift report into Airtable baseAirtable
What it does
Instead of reacting to one invoice at a time, this workflow does a portfolio-wide audit. Once a month it pulls every vendor you pay repeatedly, calculates the change between their two most recent invoice cycles, and ranks them by how much their effective price moved. The output is a clean Airtable view where finance can sort by biggest increase, filter by category, and decide which contracts to renegotiate.
When to use it
Use this when you want a recurring management report rather than per-invoice alerts. It pairs well with a monthly vendor-spend review or quarterly budget planning, surfacing the cumulative creep that single-invoice checks miss.
How it works
- 1A monthly schedule triggers the sweep.
- 2The workflow queries Postgres for all vendors with at least two invoices in the lookback window.
- 3For each vendor it computes period-over-period drift and an annualized rate.
- 4A logic step filters out vendors below a materiality floor so noise is dropped.
- 5Surviving rows are sorted by drift magnitude.
- 6Results are upserted into an Airtable base, one row per vendor with old total, new total, delta, and percentage.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect AirtableBases, tables, views, automations.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Invoice Processing workflows
Catch duplicate invoices as they hit your AP inbox
Watches your accounts-payable Gmail inbox for incoming invoice emails, fingerprints each one, and routes likely duplicates to a review label instead of into the approval queue.
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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