FINANCE
Weekly Google Drive receipt batch with policy-check agent report
On a weekly schedule, reviews all new receipts in a Google Drive folder, flags any that violate spend policy using an agent.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionList and read new receipts in Google Drive folderGoogle Drive
- ActionAgent extracts details and checks against spend policyOpenAI
- LogicBucket into clean, flagged, and incomplete
- ActionWrite approval digest to Google Drive summary docGoogle Drive
- OutputPost flagged items to finance team in SlackSlack
What it does
Runs a weekly sweep of every receipt collected in a Google Drive folder. An agent reads each receipt, checks it against your written expense policy (category limits, missing itemization, duplicate amounts), and produces a digest that separates clean reimbursements from ones needing a closer look.
When to use it
Use this when receipts accumulate over the week and you want a single batched review instead of approving one at a time. Best for teams that need light policy enforcement and an audit trail before cutting reimbursements.
How it works
- 1A weekly schedule triggers the workflow.
- 2The workflow lists and reads all receipts added to the Google Drive folder since the last run.
- 3An agent extracts the details of each receipt and evaluates them against your expense policy rules.
- 4A logic step splits results into clean, flagged, and incomplete buckets.
- 5A digest is written back to a Google Drive summary doc and a notification with the flagged items is posted to the finance team in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 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 this workflow in your colony.
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