FINANCE
Chase Missing and Mismatched Receipts with Escalating Reminders
When a report is submitted with line items over the receipt threshold but no attachment, emails the submitter via Outlook to request the receipt.
How it runs
The automated pipeline, trigger to output.
- TriggerExpense report submitted (webhook)HTTP webhook
- LogicFlag over-threshold lines with no receipt
- ActionEmail submitter to request receiptsOutlook
- ActionRecord due date and chase status in SnowflakeSnowflake
- LogicRe-check after deadline: resolved vs. overdue
- OutputEscalate to manager and post to MS TeamsMicrosoft Teams
What it does
Stops reports from stalling in limbo over a missing receipt. It detects line items that legally require documentation but have none attached, opens a tracked chase with the submitter, and escalates on a timer so finance never has to manually remember who still owes what.
When to use it
Use this when month-end close drags because reimbursements are held up waiting on receipts, and chasing them is a manual chore. Best for teams with a firm receipt-or-it-doesn't-pay policy and a documentation threshold.
How it works
- 1An expense-report-submitted webhook delivers line items and attachment metadata.
- 2A logic step flags any line over the receipt threshold that has no attached document.
- 3If everything is documented, the report is marked ready and the flow exits.
- 4If receipts are missing, an Outlook email requests them from the submitter and a due date is recorded in Snowflake.
- 5A scheduled re-check after the deadline confirms whether receipts arrived.
- 6If still missing, an escalation email goes to the manager and a notice posts to the finance MS Teams channel.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OutlookMail, calendar, contacts.
- 3Connect SnowflakeWarehouses, queries, shares.
- 4Connect Microsoft TeamsChannels, chats, files.
- 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.
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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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