FINANCE
Expense Pre-Audit: Weekly Manager Digest of Reports Awaiting Approval
Every week this pulls all expense reports that passed the policy pre-audit but still await manager sign-off, groups them by approving manager.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Monday schedule fires
- ActionQuery Airtable for clean, unapproved reportsAirtable
- LogicGroup by manager and compute days waiting
- LogicSkip managers with an empty queue
- OutputSend each manager a Teams pending-approval digestMicrosoft Teams
What it does
Gives every approving manager a single weekly view of their pending-approval queue. It reads the pre-audited expense records, filters to those marked policy-clean but not yet approved, groups them by the responsible manager, and delivers a per-manager digest showing report owner, total amount, and days waiting.
When to use it
Use this when clean reports still stall because managers forget to approve. The scheduled nudge keeps the approval queue moving without finance chasing each manager individually.
How it works
- 1A weekly schedule triggers the run on Monday morning.
- 2The flow queries the Airtable expense table for records with a Pass pre-audit verdict and no approval timestamp.
- 3A grouping step organizes pending reports by their assigned approving manager and computes days-waiting per report.
- 4A branch skips managers with an empty queue so no one gets a noise message.
- 5Each manager receives a Microsoft Teams direct digest listing their pending reports and aging, with a link back to approve.
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.
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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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