Runner for finance and operations teams

An invoice can match last month’s total and still be wrong. The rate changed. The contract ended. The same invoice arrived twice. Someone notices three weeks later because the real work is buried across Gmail, Drive, and a tracking sheet. Give that checking job to an AI employee. They bring you the exceptions on schedule. You still approve every payment.

Writes follow your tool permissions. Keep messages, records, and approvals on Ask while you test. Runner stages each write as an Action Card. Allow acts without asking. Off blocks the tool unless the Runner has its own override.

Recurring jobs for finance and operations

AI employee	What they own	Why the job matters	You stay focused on
Invoice check	Compares new invoices with agreements and the tracking sheet	Finds duplicates, rate changes, and missing terms	Approval and payment
Vendor renewal watch	Finds contracts approaching renewal with the owner, cost, and notice date	Creates time to cut or renegotiate spend	The vendor decision
Receivables follow-up	Finds past-due invoices with no payment or dispute recorded	Protects cash already earned	The customer relationship and final message
Reporting input check	Finds missing inputs and assembles submitted numbers	Removes the weekly chase and copy-paste	What the numbers mean
Close readiness check	Reads the checklist and names open items, evidence, and owners	Shortens the exception list	Accounting judgment and sign-off

Each Runner works independently. Runners can read the same source apps, but they don’t pass work or results to one another automatically.

The safest first AI employee doesn’t move money. They tell you where to look.

Start with: invoice check

Create a Runner named Invoice Check.

Every Friday at 9:00am in my timezone, review vendor invoices received in the
last 7 days in [Gmail or Drive folder], active agreements in [Drive folder],
and the invoice tracking sheet in [Google Sheet].

For each invoice that isn't already marked reviewed in the tracking sheet,
extract the vendor, invoice number, invoice date, service
period, line items, total, currency, and payment terms shown in the source.
Compare those fields with the matching active agreement and tracking sheet.

Flag only:
- a possible duplicate invoice number or amount
- a rate, quantity, or total that doesn't match the agreement
- a charge outside the agreement dates or scope
- missing agreement, purchase reference, or required field
- payment terms that changed

Cite the invoice and agreement used for every flag. If a document is missing
or unreadable, say so. Don't approve, reject, pay, or edit an accounting
record. Return a table for review and a short list of questions for the owner.

Before you create the Runner, show me the final name, prompt, schedule, and
timezone. Wait for my confirmation.

A user-created Runner becomes active as soon as it’s created. Review its schedule and permissions, then click Run now. Run it against a small set first. Five invoices you already checked will tell you more than a perfect-looking prompt.

Add the rules to the saved prompt

Put these in the Runner’s saved prompt:

Where current agreements and approved vendor records live.
Required fields and matching tolerances.
Escalation timing.
Actions Runner must never take without a person.

Use Project context for background such as vendor owners and business-unit names. Keep invoice, contract, and checklist status in the source files. Each run starts in a separate session and doesn’t automatically receive the last run’s output. Start every financial write on Ask. In many cases, the right permission is Off. Runner can collect and compare without approving anything.

Other jobs to schedule

Vendor renewal watch

Run Monday morning. Find agreements renewing in the next 60 days, then show owner, current cost, notice deadline, and any renewal email. Draft the question. Don’t renew or cancel.

Receivables follow-up

Run twice a week. Read the approved open-invoice list and matching customer thread. Draft a follow-up only when the source says the invoice is past due and no payment or dispute is recorded.

Weekly operating report

Run after the reporting deadline. Pull submitted numbers into the agreed format, identify missing inputs, and draft reminders for the owners. Don’t invent a number to complete the page.

Close readiness

Run each weekday morning. If the close checklist isn’t active, stop. During close, list open items and missing support, then name the source or owner shown. Keep reconciliations and sign-off with finance.

The useful result is a shorter exception list

Runner doesn’t need to “run finance.” It needs to take a long list and show only the items that deserve a human decision. Measure exceptions caught before approval and the report assembly you no longer do by hand.

What’s next?

Which AI employee should you add next?

Find the next job tied to cost, time, or risk.

Connect your apps

Link the sources where invoices, agreements, and trackers live.

Tool permissions

Keep high-stakes writes behind a person.

Start here

By role

Runner for finance and operations teams

Recurring jobs for finance and operations

Start with: invoice check

Add the rules to the saved prompt

Other jobs to schedule

Vendor renewal watch

Receivables follow-up

Weekly operating report

Close readiness

The useful result is a shorter exception list

What’s next?

Which AI employee should you add next?

Connect your apps

Tool permissions

​Recurring jobs for finance and operations

​Start with: invoice check

​Add the rules to the saved prompt

​Other jobs to schedule

​Vendor renewal watch

​Receivables follow-up

​Weekly operating report

​Close readiness

​The useful result is a shorter exception list

​What’s next?

Which AI employee should you add next?

Connect your apps

Tool permissions

Recurring jobs for finance and operations

Start with: invoice check

Add the rules to the saved prompt

Other jobs to schedule

Vendor renewal watch

Receivables follow-up

Weekly operating report

Close readiness

The useful result is a shorter exception list

What’s next?