INVOICE PROCESSING
Route high-value Dropbox invoices to Slack for one-tap approval
Extracts and PO-validates each new Dropbox invoice, then routes anything over a dollar threshold or with mismatches to a Slack approval channel.
How it runs
The automated pipeline, trigger to output.
- TriggerNew invoice PDF in DropboxDropbox
- ActionExtract lines + total + PO with OpenAIOpenAI
- ActionValidate against PO in AirtableAirtable
- LogicBranch: under threshold AND fully matched?
- ActionAuto-approve clean low-value invoice in AirtableAirtable
- OutputPost high-value/mismatched invoice to Slack approvalsSlack
What it does
This workflow decides which invoices a human actually needs to see. It extracts line items from each Dropbox invoice, validates them against the Airtable PO sheet, and applies a value threshold. Low-value, fully-matched invoices clear automatically; anything large or mismatched is posted to a Slack channel with Approve/Reject context for a manager.
When to use it
Use it when most invoices are routine but a minority need sign-off, and you want approvals to happen where your team already works instead of in an email backlog. Ideal for setting spend controls without slowing down the easy 80 percent.
How it works
- 1A new invoice PDF arrives in the Dropbox watched folder and starts the run.
- 2OpenAI extracts line items, total, and PO number.
- 3The flow looks up the PO in Airtable and validates lines and totals.
- 4A branch checks two conditions: total under the threshold AND all lines matched.
- 5If both are true, the invoice is auto-approved in Airtable.
- 6Otherwise, a Slack message goes to the approvals channel summarizing the invoice, the variance, and the PO link.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 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.
More Invoice Processing workflows
Dollar-Threshold Match Variance Escalation Chain
Routes three-way match variances up an approval ladder by dollar size — small ones to the line manager, large ones to the controller.
Front vendor invoice to Airtable approval packet with line-item parse
Watches a Front inbox for vendor invoice emails, extracts header and line-item data from the body and PDF attachment, and writes a structured.
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.
Three-Way Match Exception Router by Variance Type
When a new invoice fails three-way match against its PO and receiving record, this workflow classifies the mismatch (price, quantity, or missing receipt) and routes each variance…
Route parsed Front invoices to the right Slack approver by amount
Parses an incoming Front vendor invoice and posts an interactive Slack approval card to the approver whose spending threshold matches the invoice total.
Three-way match Front invoices against purchase orders in Postgres
Parses a Front vendor invoice and runs a three-way match against the matching purchase order and receipt records in Postgres, posting pass or exception results to Slack.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.