FINANCE
Daily digest of uncoded card charges with draft GL memos
Each morning, sweeps the prior day's corporate-card charges that still lack memos, drafts GL-coded memos for each, and delivers one consolidated review digest to the controller.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule
- ActionQuery yesterday's uncoded charges in BigQueryBigQuery
- ActionResolve vendor and default GL per chargeBigQuery
- ActionDraft per-charge memos and roll up digestOpenAI
- OutputSend consolidated digest to controller SlackSlack
What it does
Instead of pinging the controller per transaction, this runs once a day, gathers every card charge from the last 24 hours that is still uncoded, drafts a GL-coded memo for each, and sends a single tidy digest grouped by spender and amount — so review happens in one focused pass.
When to use it
Use this when per-charge notifications would overwhelm the team and a once-daily batch is the right cadence. Ideal for finance orgs that want a predictable morning routine rather than a constant stream of approval prompts.
How it works
- 1A scheduled trigger fires each business morning.
- 2The flow queries BigQuery for the prior day's card charges that have no memo or GL code.
- 3Each row is enriched against the vendor master to resolve the canonical vendor and default GL account.
- 4An LLM drafts a short memo and GL suggestion per charge, then rolls them into one digest grouped by cardholder.
- 5The digest posts to the controller's Slack channel with a link to bulk-approve.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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