FINANCE
Email cardholders a daily chase for each undocumented charge
Scans the Airtable ledger for charges still missing a receipt, then sends each cardholder a personalized Outlook reminder listing exactly which transactions they owe…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionQuery Airtable for charges missing a receiptAirtable
- LogicGroup open charges by cardholder, skip empty
- ActionSend personalized Outlook reminder per cardholderOutlook
- OutputRecord last-reminded timestamp and chase count in AirtableAirtable
What it does
Once a day it finds every card charge flagged Needs Receipt, groups them by cardholder, and emails each person one consolidated reminder with the merchant, amount, date, and how many days the receipt is overdue. No more blanket all-hands nags.
When to use it
Use it when employees forget to submit receipts and finance is stuck doing manual chasing. Pairs naturally with a matching workflow that populates the gap list, but works against any Airtable table that tracks documentation status.
How it works
- 1A daily schedule kicks off the run.
- 2The workflow queries Airtable for all rows where receipt status is missing and a cardholder email exists.
- 3It groups the open charges by cardholder so each person gets one email, not many.
- 4A filter drops anyone with zero open items.
- 5A personalized Outlook email goes to each cardholder listing their outstanding charges and overdue days.
- 6Airtable is updated with the last-reminded timestamp and chase count per charge.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect OutlookMail, calendar, contacts.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.