Invoice Payments

Relay.app screenshot of: Invoice Payments
Relay.app screenshot of: Invoice PaymentsRelay.app screenshot of: Invoice Payments

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

Steps in this workflow

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

How it works

Relay.app screenshot of: Trigger
1
Email received
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
Relay.app screenshot of: Step 2: Extract with GPT-3.5
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
Relay.app screenshot of: Step 3: Add row to sheet
3
Add row to sheet
Documentation
descriptionActions 101
< $100
> $100
Relay.app screenshot of: Path: < $100
< $100
Paths let you create sophisticated, multi-outcome workflows with unparalleled ease and flexibility.
Documentation
Relay.app screenshot of: Step 4: Assign a role
4
Assign a role
Documentation
descriptionActions 101
Relay.app screenshot of: Step 6: Pay  invoice ($)
6
Pay invoice ($)
Documentation
descriptionActions 101
Relay.app screenshot of: Step 7: Reply to all
7
Reply to all
Documentation
descriptionActions 101