How it Works
How it Works This workflow automates Invoice & Payment Tracking (with Approvals) across Notion and Slack. Ingest — You drop invoices/receipts (PDF/IMG/JSON) into the flow. Extract — OCR + parsing pulls out key fields (invoice no, vendor, currency, totals, receipt paid amount/date). De-dup & Match — We canonicalize vendor + invoice_no and search Notion: Primary match: Invoice No (+ optional Currency / Vendor (Canon)). Fallback: uses document Amount Total and dates. Decide the action create_u
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