FINANCE
Approved reimbursement to ledger payout record
When a reimbursement is approved via webhook, validates the payout details and writes a finalized payable record to your Postgres finance database, then notifies the employee.
How it runs
The automated pipeline, trigger to output.
- TriggerApproval decision posted to webhookHTTP webhook
- LogicVerify approved and dedupe by expense id
- ActionInsert finalized payable into Postgres finance databasePostgres
- OutputNotify employee in Slack that payout is queuedSlack
What it does
Closes the loop after approval. When an approval decision is submitted from your review tool, this workflow confirms the amount and payee, records a finalized payable in your Postgres finance database for the next payout run, and tells the employee their reimbursement is queued.
When to use it
Use this as the last stage of an expense pipeline, after a receipt has been parsed and approved upstream. It is for teams that settle reimbursements through their own database or accounting export and want a clean, idempotent payable record.
How it works
- 1An approval decision posts to the workflow webhook with the expense id, amount, and payee.
- 2A logic step verifies the decision is Approved and that no payable already exists for that expense id, preventing duplicates.
- 3The workflow inserts a finalized payable row into the Postgres finance database with amount, payee, and a queued status.
- 4A confirmation is sent to the employee in Slack noting the reimbursement is scheduled for the next payout.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 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 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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