Invoice 4471 · Ridgeline Supply
- Vendor matches the vendor master
- PO 1842 found and open
- Goods receipt attached
- Total is $200.00 over the PO
Needs reviewApprove to record
Waits for a person to act.
AI Workflow Automations
Workflows that handle the work that arrives the same way every time.
We build one reliable process around a task your team repeats — invoices, referrals, month-end packs, follow-ups — so the right information reaches the right person, ready for their approval.
Bookings run on Haab Calendar, a booking app we built.
Starts with a trigger
- Invoices
- Supplier invoice arrives
- checked against the purchase order
- differences flagged
- one approval request sent to your team
- Referrals
- Referral or client document arrives incomplete
- missing pieces listed
- follow-up prepared
- your team reviews before anything moves forward
- Month-end
- Checklist items collected from different places
- gathered into one pack
- ready for your team to review and approve
Stays with youYou approve the exceptions. Nothing posts, pays, or files until a person you name says so.
Start with a job you recognize
We’re on the finance team. Help us get invoices ready to approve.
Exhibit 1
Get invoices ready to approve, step by step
Finance · Example workflow
- Starts when
- When a supplier invoice arrives
- i.Collect the invoice
- ii.Check the details against the purchase order
- iii.Mark differences for your team
- iv.Ask for approval before it is recorded
Stays with youYour finance team approves the accounting entry. Payment stays under your control.
Selected example: Get invoices ready to approve.
Control stays with your team
Most of the work is in the exceptions. So that’s where we start.
Before we build, we agree in writing what the workflow checks, what counts as an exception, and who approves.
Read how we handle financial and patient dataWorkflow or agent?
Agents for your people. Workflows for your processes.
The review tells you whether a task calls for a workflow, an agent, or both.
Starts with a trigger
AI Workflow Automations
Work that arrives the same way every time
Starts with a request
AI Agents
Work that changes from day to day
Learn more: AI Agents
Start with a workflow review
One workflow.
A practical way forward.
Bring the task that keeps coming back. We’ll talk through how it works today and where automation could help.
- Map the task and the tools involved
- Identify the approvals and exceptions
- Agree on a useful next step
A focused 20-minute conversation. No technical brief needed.
Book a 20-minute workflow review
Bookings run on Haab Calendar, a booking app we built.