INVOICE PROCESSING
Early-Pay Discount Scanner with Approval Routing
Scans newly received vendor invoices, flags ones whose payment terms offer an early-pay discount that beats your cost of capital.
How it runs
The automated pipeline, trigger to output.
- TriggerNew invoice row in Airtable intake baseAirtable
- ActionCompute annualized early-pay yield vs. hurdle rate
- LogicKeep only invoices where discount beats cost of capital and window is open
- ActionWrite captured savings and pay-by date to the invoice rowAirtable
- OutputPost pay-now approval card to Finance Slack channelSlack
What it does
Not every invoice with a "2/10 net 30" term is worth paying early — it depends on your cash position and hurdle rate. This workflow reads each new invoice, calculates the annualized return of taking the discount, and only escalates the ones that genuinely beat your cost of capital, so Finance approves the wins instead of triaging everything.
When to use it
Run it when vendor invoices land in a shared Airtable intake base and you want to capture early-pay discounts without a human manually doing the math on every bill.
How it works
- 1A new invoice row is created in the Airtable intake base, firing the trigger.
- 2The flow parses the discount term (e.g. 2% if paid within 10 days) and computes the annualized yield of paying early versus your configured hurdle rate.
- 3A logic branch drops invoices where the discount loses to your cost of capital or the early-pay window has already lapsed.
- 4For qualifying invoices it writes the computed savings back to the Airtable row.
- 5It posts an approval card to the Finance Slack channel showing vendor, amount, discount captured, and the pay-by date for one-click sign-off.
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.
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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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