Invoice approver

Created by
Relay.app logoRelay.app Team
Relay.app screenshot of: Invoice approver
Relay.app screenshot of: Invoice approverRelay.app screenshot of: Invoice approver

Steps in this workflow

1
Gmail logo
Email received
2
Relay.app logo
Extract with GPT-3.5
3
Relay.app logo
Add row to sheet
< $100
> $100
Path rules
4
Relay.app logo
Assign a role
6
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Pay invoice ($)
7
Relay.app logo
Reply to all

Every time an email with an invoice arrives, extract key information from it and assign a manual task to pay the invoice to a different person depending on the amount

1
Gmail logo
Email received
Relay.app screenshot of: Trigger
App Gmail
Trigger Email received
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
Documentation
descriptionTriggers 101
2
Relay.app logo
Extract with GPT-3.5
Relay.app screenshot of: Step 2: Extract with GPT-3.5
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Documentation
descriptionAI steps
descriptionPrompt tips
3
Relay.app logo
Add row to sheet
Relay.app screenshot of: Step 3: Add row to sheet
Documentation
descriptionActions 101
Paths
< $100
> $100
This path will be taken when the rules below match.
Relay.app screenshot of: Path: < $100
Paths make it super easy to create complex, multi-outcome workflows.
Documentation
4
Relay.app logo
Assign a role
Relay.app screenshot of: Step 4: Assign a role
Documentation
descriptionActions 101
6
Relay.app logo
Pay invoice ($)
Relay.app screenshot of: Step 6: Pay  invoice ($)
Documentation
descriptionActions 101
7
Relay.app logo
Reply to all
Relay.app screenshot of: Step 7: Reply to all
Documentation
descriptionActions 101