FINANCE
Accrue unbilled contractor labor from pending timesheets
Pulls submitted-but-unbilled timesheets from Snowflake at close, estimates labor cost by rate card.
How it runs
The automated pipeline, trigger to output.
- TriggerClose cutoff date reached
- ActionPull pending unbilled timesheets from SnowflakeSnowflake
- LogicValue hours by rate card and group by project
- ActionDraft labor accrual entry in AirtableAirtable
- OutputEmail per-project breakdown to ownersOutlook
What it does
This workflow captures contractor and consultant labor that was worked in the closing period but not yet invoiced. It values pending timesheet hours against the rate card, drafts the labor accrual entry, and gives project owners a chance to flag bad hours before the entry posts.
When to use it
Use it when a meaningful share of your spend is hourly external labor and timesheets lag invoicing. It is most valuable for services and agency finance teams who otherwise understate period labor expense.
How it works
- 1A scheduled trigger fires on the close cutoff.
- 2Query Snowflake for timesheets with status "submitted" or "approved" but no linked invoice in the period.
- 3A logic step multiplies hours by the contractor's rate-card rate and groups the total by project and GL account.
- 4Draft a single labor accrual journal entry (debit project expense, credit accrued payroll) into the Airtable review queue.
- 5Email each project owner via Outlook a per-project breakdown of accrued hours and dollars, asking them to reply with corrections by a deadline.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect OutlookMail, calendar, contacts.
- 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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