FINANCE
Open a triaged finance task the moment a merchant breaches its refund budget
Checks each merchant's month-to-date refund total from Stripe against a per-merchant budget stored in Airtable and, on breach.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily mid-morning schedule
- ActionPull month-to-date refunds per merchant from StripeStripe
- ActionRead per-merchant budget from Airtable cap tableAirtable
- LogicFind merchants over cap, compute overage and breach tier
- ActionOpen priority-tagged Monday task with evidencemonday.com
- OutputPost new-breach summary to finance SlackSlack
What it does
Enforces a per-merchant refund budget. It compares month-to-date refund spend against each merchant's configured cap and, when a merchant goes over, opens a finance task tagged by how far past budget it is, with the refunds that pushed it over attached as evidence.
When to use it
Use this when different merchants have legitimately different refund tolerances and you manage them as budgets, not as one shared threshold. The Airtable cap table is the single place finance edits limits without touching the workflow.
How it works
- 1A daily schedule fires mid-morning.
- 2Pull month-to-date refunds per merchant from Stripe.
- 3Read each merchant's refund budget from the Airtable cap table.
- 4Branch: keep merchants whose MTD refunds exceed their cap and compute the overage and breach tier.
- 5Open a Monday task per breaching merchant, priority-tagged by tier, with the contributing refunds listed.
- 6Post a summary of new breaches to the finance Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect monday.comVisual work management for teams.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Finance workflows
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On a month-end schedule, queries Snowflake for unaccrued or uncoded expenses, groups them by department owner.
Receipt Upload OCR Policy Check with Manager Escalation
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Weekly Proration Anomaly Audit to Notion
Each week it aggregates all flagged proration discrepancies from Snowflake, scores them against anomaly thresholds, and publishes a finance-ready audit page in Notion with totals.
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.
Detect Mid-Cycle Plan Change Mischarges and Queue Credit Memos
Listens for Stripe subscription plan changes, recomputes the correct prorated amount.
Draft and Send Proration Over-Billing Correction Emails
For each confirmed over-billing credit, an agent drafts a clear, customer-specific apology email explaining the proration error and the credit applied.
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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