FINANCE
Close Anomaly Sign-Off Packager
When the close board is marked locked, compiles every flagged anomaly with its owner explanation into a dated sign-off package on Google Drive and writes an immutable audit…
How it runs
The automated pipeline, trigger to output.
- TriggerMonday status changes to close-lockedmonday.com
- ActionCollect all period anomalies + explanations from Mondaymonday.com
- LogicVerify every anomaly has owner and explanation
- ActionWrite dated sign-off package to Drive audit folderGoogle Drive
- ActionInsert immutable audit rows into PostgresPostgres
- OutputPost package link to controller in SlackSlack
What it does
This workflow produces the audit artifact for the period. Triggered when the close is locked on the Monday board, it gathers all anomalies flagged during the cycle along with the explanations entered by each owner, assembles a single dated sign-off package document in a Google Drive audit folder, and writes a tamper-evident record of every anomaly, owner, explanation, and timestamp to a Postgres audit table.
When to use it
Run it once per period at lock. It is for controllers and audit-prep leads who need defensible, repeatable evidence that every unusual movement was reviewed and explained before sign-off.
How it works
- 1A Monday status change to locked triggers the workflow.
- 2A Monday query collects all period anomalies with their final explanations.
- 3A logic step verifies every anomaly has a non-empty explanation and owner.
- 4A formatted sign-off package is written to the Drive audit folder, dated by period.
- 5An immutable audit row per anomaly is inserted into the Postgres audit table.
- 6A completion notice with the package link is posted to the controller in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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 this workflow in your colony.
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