FINANCE
Route Contract Amendments from Airtable Through a Recompute and Controller Approval
Watches an Airtable contract-amendments table, recomputes the deferred-revenue schedule for the changed deal.
How it runs
The automated pipeline, trigger to output.
- TriggerNew amendment row in AirtableAirtable
- ActionRead original terms and booked scheduleAirtable
- LogicRecompute schedule and compute variance
- ActionPost before/after card to MS TeamsMicrosoft Teams
- LogicGate on controller approval
- OutputWrite approved schedule back to AirtableAirtable
What it does
Not every amendment comes through a billing webhook — many are negotiated in spreadsheets first. This workflow turns a new Airtable amendment record into a proposed recognition schedule, shows the controller the delta versus the current schedule, and waits for approval in MS Teams before the change becomes official.
When to use it
Use it when deal desk or finance ops logs amendments in Airtable (new ARR, revised end date, mid-term credits) and your revenue policy requires a human control before the waterfall is altered. It keeps a reviewer in the loop without forcing them to rebuild schedules by hand.
How it works
- 1A new or edited row in the Airtable amendments table triggers the run.
- 2An action reads the original contract terms and booked schedule referenced by the record.
- 3A compute step produces the revised straight-line recognition schedule and a per-month variance against the existing one.
- 4An MS Teams card posts the before/after totals with an approve action.
- 5On approval, a logic gate releases the change; the workflow writes the approved schedule and amendment status back to Airtable.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect Microsoft TeamsChannels, chats, files.
- 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.
More Finance workflows
Expense Submission Webhook Instant Triage and Routing
Receives each expense submission via webhook the instant it's filed, classifies it as in-policy, needs-review, or hard-violation, and routes it to auto-approval.
Monthly Vendor Spend Anomaly Brief for Finance Leads
Once a month, an agent analyzes the full expense ledger for vendor and category spend anomalies, drafts a narrative brief with the top outliers and likely causes.
Accrual Chase Board in Monday with Per-Owner Tasks
On a schedule it reads open uncoded expenses from Snowflake and creates or updates a Monday item per department owner.
Detect Annual-to-Monthly Downgrade Refunds Owed
Catches subscriptions switched from an annual term to monthly partway through the prepaid year, computes the unused prepaid balance owed back.
Detect Mid-Cycle Plan Change Mischarges and Queue Credit Memos
Listens for Stripe subscription plan changes, recomputes the correct prorated amount.
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.