FINANCE
Flag corporate-card policy violations to a Slack review board
Checks each new card transaction against your spend policy and posts any violation to a Slack review channel with approve/reject buttons so a controller can adjudicate it…
How it runs
The automated pipeline, trigger to output.
- TriggerNew corporate-card transactionStripe
- LogicEvaluate charge against spend policy ruleset
- LogicPass compliant charges, route violations onward
- ActionPost violation to Slack review channelSlack
- OutputInteractive approve/escalate decision in SlackSlack
What it does
Evaluates every incoming corporate-card charge against configurable policy rules — per-transaction limits, blocked merchant categories, weekend or out-of-hours spend, and missing-receipt windows. Charges that break a rule are pushed to a dedicated Slack review channel as an interactive message a controller can approve or escalate without leaving Slack.
When to use it
Use it when manual policy enforcement happens too late, at month-end close, and you want violations surfaced the day they happen with a clear human owner.
How it works
- 1A Stripe webhook delivers each new card transaction.
- 2A logic step runs the charge through the policy ruleset and records which rules, if any, it violated.
- 3A branch lets compliant charges pass silently and routes only violations forward.
- 4An action posts the violation to a Slack review board with merchant, amount, cardholder, and the broken rule.
- 5The Slack message carries Approve and Escalate actions, giving the controller a one-click decision as the output.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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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Overdue Accrual Escalation Emails to Owners and Managers
On a schedule it flags uncoded spend that has stayed open past the chase deadline and emails each delinquent owner via Gmail.
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.