INVOICE PROCESSING
Outlook invoice archive to S3 and ledger load to BigQuery
Captures every emailed vendor invoice, archives the original PDF to S3 with a structured key.
How it runs
The automated pipeline, trigger to output.
- TriggerVendor invoice with attachment in Outlook AP inboxOutlook
- ActionExtract header and line items with OpenAIOpenAI
- ActionArchive original PDF to S3 with partitioned keyAWS S3
- ActionLoad structured ledger rows into BigQueryBigQuery
- OutputPost ledger reference and archive link to SlackSlack
What it does
Gives you a clean, queryable record of every invoice you receive plus an immutable copy of the source document. Each invoice PDF is stored in S3 under a predictable path, and its parsed contents become rows in your BigQuery AP ledger.
When to use it
Use it when invoices live scattered across inboxes and you have no single place to query spend or retrieve an original during an audit. This is the foundational capture layer other AP flows can read from.
How it works
- 1A vendor invoice with an attachment arrives in the Outlook AP inbox.
- 2OpenAI extracts the header fields and line items into a structured record.
- 3The original PDF is uploaded to S3 under a vendor and date partitioned key.
- 4The structured header and lines are loaded into BigQuery tables, with the S3 object URL stored alongside for retrieval.
- 5A short confirmation with the ledger reference and archive link posts to the AP Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AWS S3Buckets, objects, signed URLs.
- 4Connect BigQueryDatasets, queries, schemas.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Invoice Processing workflows
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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.
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