FINANCE
Assemble a documentation pack for disputed or flagged card charges
When a charge is disputed or flagged for review, an agent gathers the receipt, matching ledger context.
How it runs
The automated pipeline, trigger to output.
- TriggerStripe charge disputed or flagged for reviewStripe
- ActionGather charge, receipt, and ledger context from AirtableAirtable
- LogicBranch: documentation complete vs. needs cardholder explanation
- ActionAssemble evidence pack in Google Drive folderGoogle Drive
- ActionOpen reviewer tracking task in AsanaAsana
- OutputMark charge In Review in Airtable with pack + task linksAirtable
What it does
For any charge that gets disputed in Stripe or manually flagged, an agent assembles everything needed to resolve it: the linked receipt, the reconciliation history from the ledger, and a requested explanation from the cardholder. It compiles these into a labeled folder in Google Drive and opens a tracking task so nothing falls through.
When to use it
Use it when a chargeback, suspected fraud, or out-of-policy charge needs a human decision and you want the full evidence trail in one place instead of hunting across email, Stripe, and spreadsheets.
How it works
- 1A disputed or flagged Stripe charge fires the trigger.
- 2The agent pulls the charge and any linked receipt and reconciliation notes from Airtable.
- 3A branch checks whether documentation is complete or whether a cardholder explanation must be requested first.
- 4The agent assembles the receipt, ledger context, and notes into a labeled Google Drive folder.
- 5It opens a tracking task in Asana assigned to the reviewer with the pack link and deadline.
- 6The charge is marked In Review in Airtable with the pack and task references attached.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect Google DriveDocs, sheets, slides, files.
- 4Connect AsanaTasks, projects, milestones — everywhere.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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