When a vendor invoice arrives at invoices@, have AI extract fields, have AI match to record, branch on field value (yes → status On hold) and create an inbox item (Morgan).
When
Fires when: Vendor invoice received (Email to invoices@)
Only if
Runs for every matching event — locked projects are still skipped.
Then
1
2
3
Yes → status On hold
No → Continue
4
End
Ends after the last step — or early on a reply, a stage change, a locked project, or do-not-contact.