FINANCE
Expense Pre-Audit: One-Tap Fix Request Back to the Employee
When a flagged expense report has missing receipts or out-of-policy items, this drafts a specific.
How it runs
The automated pipeline, trigger to output.
- TriggerFlagged expense report event received
- ActionGather flagged line items and deficiencies
- ActionDraft itemized fix request with reply-by dateOpenAI
- ActionEmail fix request to submitting employeeOutlook
- OutputLog outstanding request as Awaiting EmployeeAirtable
What it does
Closes the loop on flagged reports. Instead of a reviewer manually writing 'please fix line 3,' the flow generates a precise fix request listing each problem item and what's needed (a receipt, a justification, or a corrected amount), emails it to the submitter, and records the outstanding request so it can be chased.
When to use it
Use this after a pre-audit step has already flagged a report and you want the correction request to go out instantly and consistently, with the same professional tone every time.
How it works
- 1A flagged-report event (from your pre-audit table or upstream flow) triggers the run.
- 2The flow gathers every flagged line item and its specific deficiency.
- 3An OpenAI step drafts a clear, itemized fix request with a reply-by date and the policy reason for each item.
- 4The request is emailed to the submitting employee from the finance mailbox via Outlook.
- 5The outstanding fix request is logged to Airtable with status Awaiting Employee so reviewers can track and escalate.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 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.
More Finance workflows
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.
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.
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.
Real-Time Uncoded Expense Nudge on New Spend Event
When a new expense lands without a GL code, a webhook fires and the workflow immediately Slack-nudges the spending owner to code it on the spot.
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.
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.