FINANCE
Expense Pre-Audit: Flag Missing Receipts from Submitted Reports
When an employee emails an expense report, this scans every line item against your policy, detects line items missing a receipt or over the no-receipt threshold.
How it runs
The automated pipeline, trigger to output.
- TriggerExpense report email received in finance inboxOutlook
- ActionParse report into line items with receipt flags
- LogicCheck each line item against receipt-required threshold
- LogicBranch: clean report vs. missing-receipt report
- OutputPost flagged line items to finance review channelSlack
What it does
Intercepts expense reports the moment they land in the finance inbox and runs a receipt-completeness check. Any line item above your receipt-required threshold (commonly $25 or $75) that has no attached receipt gets flagged, so reports reach managers already triaged instead of bouncing back days later.
When to use it
Use this when employees submit expenses by email and your team wastes approval cycles chasing missing receipts. It front-loads the catch so managers only approve clean reports.
How it works
- 1An expense-report email arrives in the monitored Outlook finance inbox and triggers the run.
- 2The flow parses the report body and attachments into discrete line items with amount, category, and receipt-present flag.
- 3A policy check compares each line item's amount to the receipt-required threshold and marks items that are over-threshold with no receipt.
- 4A branch routes clean reports straight through and incomplete ones to the flag path.
- 5The flagged report, with the specific offending line items called out, is posted to the finance review Slack channel for one-tap follow-up.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 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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Overdue Accrual Escalation Emails to Owners and Managers
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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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