FINANCE
Real-Time Uncoded Expense Nudge on New Spend Event
When a new expense lands without a GL code, a webhook fires and the workflow immediately Slack-nudges the spending owner to code it on the spot.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook fires on new spend eventHTTP webhook
- LogicCheck if transaction is missing GL code/accrual flag
- ActionLook up spending owner in SnowflakeSnowflake
- ActionDM owner a code-it-now nudge in SlackSlack
- OutputRecord nudge to dedupe same-day re-pings
What it does
This flips the chase from reactive to preventive. The moment a new transaction arrives without a GL code, an incoming webhook triggers the workflow, it confirms the line is genuinely uncoded in Snowflake, identifies the spending owner, and sends them a Slack nudge to code it right away with a one-click link. Catching coding gaps at the moment of spend means the month-end accrual list stays short.
When to use it
Use when your expense or card system can post a webhook on new spend and you want to stop month-end fire drills by coding transactions as they happen. Best for teams with steady transaction volume and an appetite to enforce discipline early.
How it works
- 1An incoming webhook fires when a new spend event is posted.
- 2A logic step checks whether the transaction is missing a GL code or accrual flag.
- 3If coded already, it exits; if uncoded, it looks up the owner in Snowflake.
- 4A Slack action DMs the owner a nudge with the transaction details and a coding link.
- 5An output records the nudge so the same line is not re-pinged within the day.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect SnowflakeWarehouses, queries, shares.
- 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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