Playbook: automating invoice processing from PDF to ledger

Capture

Decide where invoices arrive — a shared mailbox, a folder or storage bucket — and make arrival the trigger for the workflow.

Extract and validate

Use an AI extraction step with a fixed schema (vendor, total, due date, line items). Then validate with rules: purchase order match, total within tolerance, vendor known.

Approve and post

Route invoices above your limit to an approver, and auto-approve within the limit. Post the approved invoice to accounting through its API and notify the requester.

• Alert on validation failures
• Retry transient posting errors automatically
• Review a sample of auto-approved invoices regularly