INVOICE PROCESSING
Daily Early-Pay Deadline Sweep
Runs every morning, finds approved invoices whose early-pay discount window closes within the next two business days.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule on business days
- ActionQuery Airtable for approved, unpaid invoicesAirtable
- LogicFilter to windows closing within two business days, sort by discount value
- OutputPost prioritized act-now digest to Finance SlackSlack
What it does
Approved invoices still slip past their discount window when no one is watching the calendar. This scheduled sweep catches every invoice whose early-pay deadline is about to close and surfaces it as a ranked, dollar-sorted reminder before the savings evaporate.
When to use it
Use it as a standing safety net alongside any approval flow — it answers the daily question "which discounts do we lose money on if we don't pay today?"
How it works
- 1A morning schedule fires the workflow on business days.
- 2The flow queries the Airtable ledger for approved invoices that are still unpaid.
- 3A logic step filters to invoices whose discount window closes within the next two business days and sorts them by dollar value of the discount at stake.
- 4If the list is empty the run ends quietly with no noise.
- 5Otherwise it posts a prioritized digest to the Finance Slack channel — vendor, amount, discount, and the exact deadline — so the highest-value payments get released first.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.