FINANCE
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.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule fires during close window
- ActionPull open uncoded spend from SnowflakeSnowflake
- LogicAggregate open count and amount per owner
- ActionUpsert one Monday item per owner with statusmonday.com
- OutputPost board snapshot to SlackSlack
What it does
It turns the month-end accrual chase into a trackable Monday board. It reads the list of uncoded or unaccrued transactions from Snowflake, then for each department owner it creates or updates a Monday item showing open count, total dollar value, and a status column. Finance gets a single board to watch the chase burn down instead of digging through spreadsheets.
When to use it
Use when your close process needs visibility and accountability — managers want to see who is outstanding and treasurers want the at-risk accrual total in one place. Best when Monday is your work-tracking tool.
How it works
- 1A schedule fires during the close window.
- 2Snowflake returns open uncoded spend joined to owner.
- 3A logic step aggregates per owner: open count, total amount, oldest item age.
- 4A Monday action upserts one item per owner (create if new, update status and totals if it already exists), marking owners with zero open items as Done.
- 5An output writes a board snapshot to the close channel via Slack.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect monday.comVisual work management for teams.
- 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 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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