FINANCE
Write controller-approved card memos back to the GL ledger
When a controller approves a drafted memo in Slack, posts the final memo and GL code back into the Snowflake ledger and logs the approval for audit.
How it runs
The automated pipeline, trigger to output.
- TriggerController clicks Approve in SlackSlack
- LogicValidate action is an approval
- ActionWrite memo and GL code to Snowflake ledgerSnowflake
- ActionInsert approval audit recordSnowflake
- OutputConfirm in Slack threadSlack
What it does
Closes the loop on memo enrichment: once a controller clicks Approve on a drafted memo, this workflow commits the final memo text and GL code to the accounting ledger in Snowflake and records who approved it and when, so the coded charge is ready for close with a clean audit trail.
When to use it
Use this as the downstream half of any drafting workflow — it takes the human decision and makes it durable in the system of record. Best when your GL or close data lives in Snowflake and you need defensible approval logs.
How it works
- 1A Slack approval interaction (button click) fires the webhook trigger.
- 2A filter confirms the action is an Approve (not Edit or Reject) and the payload is well-formed.
- 3The approved memo and GL code are written back to the charge record in Snowflake.
- 4An approval audit row — approver, timestamp, prior state — is inserted into the audit table.
- 5A confirmation is posted back to the Slack thread closing the item.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect SnowflakeWarehouses, queries, shares.
- 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.
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