FINANCE
Escalate department over-budget expense spikes for sign-off
When a new Stripe charge posts, it tallies the department's month-to-date spend against budget and, if a charge pushes a department over threshold, opens a PagerDuty incident…
How it runs
The automated pipeline, trigger to output.
- TriggerNew charge posts in StripeStripe
- ActionUpdate department month-to-date spend
- LogicCheck if charge crosses budget threshold
- ActionOpen PagerDuty incident for ownerPagerDuty
- OutputPost escalation to MS TeamsMicrosoft Teams
What it does
Watches expense charges in real time and tracks running month-to-date spend per department. Most charges just update the tally. But when a charge tips a department past its budget threshold, it treats that as an event worth escalating — opening a PagerDuty incident routed to the finance owner and surfacing it for explicit approval before the period closes.
When to use it
Use this when departmental budgets are firm and an overrun needs immediate owner attention, not a next-day report. Best for finance teams that want real-time budget guardrails with a clear escalation path.
How it works
- 1A new Stripe charge triggers the run.
- 2Add the charge to the department's month-to-date total.
- 3A logic step checks whether the new total crosses the department's budget threshold; under-budget charges end here.
- 4If over budget, open a PagerDuty incident assigned to the department's finance owner with the spend detail.
- 5Post the escalation to the finance MS Teams channel for the approver to acknowledge and sign off.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect PagerDutyIncidents, on-call, escalations.
- 3Connect Microsoft TeamsChannels, chats, files.
- 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.
More Finance workflows
Expense Submission Webhook Instant Triage and Routing
Receives each expense submission via webhook the instant it's filed, classifies it as in-policy, needs-review, or hard-violation, and routes it to auto-approval.
Monthly Vendor Spend Anomaly Brief for Finance Leads
Once a month, an agent analyzes the full expense ledger for vendor and category spend anomalies, drafts a narrative brief with the top outliers and likely causes.
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 Annual-to-Monthly Downgrade Refunds Owed
Catches subscriptions switched from an annual term to monthly partway through the prepaid year, computes the unused prepaid balance owed back.
Detect Mid-Cycle Plan Change Mischarges and Queue Credit Memos
Listens for Stripe subscription plan changes, recomputes the correct prorated amount.
Overdue Accrual Escalation Emails to Owners and Managers
On a schedule it flags uncoded spend that has stayed open past the chase deadline and emails each delinquent owner via Gmail.
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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