Organization

⌘K

Invoice Approval Workflow

active

Route invoices through approval based on amount, sync to QuickBooks, and notify via email and Slack

Edit
Total Runs

567

Success Rate

97%

Avg Duration

23s

Last Run

12/26/2025

Workflow Flow

Invoice Uploaded
Extract Invoice Fields
Amount > $5000?
Yes (>$5000)
Manager Approval
Sync After Approval
Generate Processing Report
Email Finance Team
Notify Slack
No
Auto-Sync to QuickBooks
Generate Processing Report
Email Finance Team
Notify Slack

Recent Runs

View all

Document uploaded

12/26/2025

1 docs

23s

completed

Document uploaded

12/26/2025

1 docs

waiting_for_input

Document uploaded

12/25/2025

1 docs

18s

failed

Trigger

Invoice Uploaded

document uploaded

project idsproj_invoices
classificationsinvoice

Actions (7)

Extract Invoice Fields
Manager Approval
Auto-Sync to QuickBooks
Sync After Approval
Generate Processing Report
Email Finance Team
Notify Slack

Details

Created11/1/2024
Updated12/25/2025
Created bySarah Chen
Error Handlingretry
Max Retries3