INVOICE PROCESSING
Daily AP exception digest from BigQuery to Slack
On a daily schedule, summarizes all open invoice exceptions from BigQuery, groups them by reason and aging.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires before standup
- ActionQuery all open invoice exceptions in BigQueryBigQuery
- ActionGroup and summarize by reason, vendor, and aging with OpenAIOpenAI
- LogicFlag exceptions breaching their SLA age
- OutputPost prioritized exception digest to SlackSlack
What it does
Closes the loop on exception queues that otherwise grow unbounded. Once a day it reads every unresolved invoice exception, buckets them by reason and how long they have been waiting, and delivers a single ranked summary to the AP team channel.
When to use it
Use it alongside any real-time matching flow that drops mismatches into a queue. The real-time alerts handle the moment; this digest makes sure aged exceptions actually get worked and gives leadership a daily pulse on AP health.
How it works
- 1A daily schedule fires each morning before standup.
- 2BigQuery is queried for all invoice exceptions still in an open state.
- 3OpenAI groups and summarizes them by reason, vendor, and aging bucket, surfacing the oldest and highest-dollar items first.
- 4Logic flags any exception breaching its SLA age.
- 5The digest posts to the AP Slack channel with counts, total dollars at risk, and the top items to clear today.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
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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