FINANCE
Expense Pre-Audit: Score New Airtable Rows Against Spend Policy
Watches your Airtable expense table for new line items, scores each against per-category spend limits and duplicate-charge rules.
How it runs
The automated pipeline, trigger to output.
- TriggerNew expense line item added to AirtableAirtable
- ActionLoad category spend-limit policy for the itemAirtable
- LogicScore amount, restricted categories, and duplicates
- LogicBranch on Pass / Flag / Block verdict
- ActionWrite verdict and reason back to the rowAirtable
- OutputAlert finance channel on Block-level itemsSlack
What it does
Turns a raw Airtable expense table into a triaged review queue. Each new line item is checked against per-category caps (meals, lodging, travel), weekend/alcohol restrictions, and same-amount-same-day duplicate detection. The flow writes back a Pass / Flag / Block verdict and a plain-English reason, so finance reviewers filter to only the rows that need eyes.
When to use it
Use this when expenses are logged into Airtable (via form, import, or integration) and you want deterministic policy scoring before manager approval instead of manual line-by-line review.
How it works
- 1A new record created in the Airtable expenses table triggers the run.
- 2The flow loads the matching category policy limits for that line item.
- 3A scoring step evaluates the amount against the cap, checks restricted categories, and scans recent rows for a duplicate charge.
- 4A branch assigns Pass, Flag, or Block based on the worst rule hit.
- 5The verdict and violation reason are written back to the same Airtable row, and Block-level items also alert the finance channel.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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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