AI AGENTS
Onboarding Completion and Finance System Handoff
When every onboarding gate passes, the flow assembles the vendor's verified profile, creates the vendor in your finance system, links the W-9 file.
How it runs
The automated pipeline, trigger to output.
- TriggerAll onboarding gates complete in NotionNotion
- LogicConfirm tax, bank, and access checks all passed
- ActionCreate payable vendor entity in StripeStripe
- ActionLink stored W-9 from Google Drive to recordGoogle Drive
- OutputNotify Accounts Payable in Slack with vendor IDSlack
What it does
Closes out onboarding by pushing a fully verified vendor into the system of record. It bundles the confirmed tax, bank, and access data, creates the vendor in the finance platform, attaches the stored W-9, and tells Accounts Payable it's done.
When to use it
When vendors finish onboarding in your workflow tool but someone still has to retype everything into the finance system — and that re-entry causes errors and delays.
How it works
- 1A vendor record flipping all gates to complete in Notion fires the trigger.
- 2A logic step confirms tax-verified, bank-verified, and access-granted are all true before proceeding.
- 3The flow creates the vendor as a Stripe payable entity with the verified bank account.
- 4It pulls the stored W-9 from Google Drive and links it to the new vendor record.
- 5An Accounts Payable notification with the vendor's reference ID is posted to Slack as the handoff signal.
Set it up
What you configure once, before turning it on.
- 1Connect NotionPages, databases, comments.
- 2Connect StripeCustomers, subscriptions, payments.
- 3Connect Google DriveDocs, sheets, slides, files.
- 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.
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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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