Sort and route finance documents automatically with AI review

Scans incoming finance documents, classifies them, routes high-value items for approval, and logs everything.

How the work actually flows

It branches. Any that apply are taken; a person is alerted when a step fails.

Pattern: Multi-Choice (6) · Simple Merge (5)

flowchart TD trig>"new document arrives in drive"]:::trig s0["classify document type"]:::task s1["route by value and confidence"]:::task s2[("log to audit trail")]:::store trig --> s0 s1 --> s2 gx{"○ is document high value or uncertain"}:::gate s0 --> gx p00["flag for approval in notion"]:::task gx -->|"high value document"| p00 p01["email manager"]:::task p00 --> p01 p10["send to slack for review"]:::task gx -->|"low confidence document"| p10 jn{"○ continue to logging"}:::gate p01 --> jn p10 --> jn jn --> s1 out[/"documents routed and logged"/]:::out pay{{"high value items get fast attention"}}:::pay s2 --> out out --> pay esc(("Alerts a person")):::human s1 -. "if it fails" .-> esc esc -.-> out classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA personA record or sheetAny that applyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Knowledge Base & RAGEmail AutomationMessaging & NotificationsDocument Processing & OCRSpreadsheet & Database OpsFile & Cloud Storage
Connects
Google DriveNotionGmailSlackGoogle Sheets

The problem it solves

Invoices, payroll files, contracts, and purchase orders pile up and someone has to open each one, figure out what it is, and decide who needs to see it. High-value items can sit unnoticed for days while low-priority paperwork gets attention first.

Who it fits

A finance or operations team handling a steady stream of incoming documents.

How it works

  1. New documents arrive in Google Drive or on a schedule
  2. AI reads each document and classifies it as an invoice, payroll, contract, or purchase order
  3. High-value invoices or purchase orders are flagged for approval in Notion and emailed to a manager
  4. Documents the AI isn't confident about are sent to Slack for a quick human check
  5. Every document and decision is logged in a Google Sheets audit trail
What you get

Documents sorted and routed to the right approver

You get incoming finance documents classified and routed to the right approver, with everything logged for you.

What you get

Classified documents routed to the right place, with approval tasks in Notion and a full audit log in Google Sheets.

What you need

A Google Drive account, a Notion account, Gmail, and Slack.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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