FINANCE
Flag Out-of-Policy Expense Reports and Route to the Right Manager for Sign-Off
When an expense report is submitted, checks each line against your spend policy in Snowflake.
How it runs
The automated pipeline, trigger to output.
- TriggerExpense report submitted (webhook)HTTP webhook
- ActionLoad policy limits and submitter's managerSnowflake
- LogicCompare each line item to its category cap
- LogicBranch: any violations vs. fully compliant
- ActionSend Slack sign-off request to the managerSlack
- OutputWrite approval decision back to SnowflakeSnowflake
What it does
Intercepts every submitted expense report, scores its line items against your written spend policy, and turns silent over-limit charges into a clear approval decision owned by a named manager. Clean reports pass straight through; flagged ones get a structured Slack sign-off request so nothing approves itself by default.
When to use it
Use this when finance is rubber-stamping reports because reviewing each line by hand is too slow, and out-of-policy meals, hotels, or one-off purchases are slipping through. It gives you an audit trail of who approved what and why.
How it works
- 1An expense-report-submitted webhook fires with the report, its line items, and the submitter's employee ID.
- 2A Snowflake query pulls the active policy limits and the submitter's reporting manager.
- 3A logic step compares each line to its category cap and flags any overage, missing receipt, or restricted merchant.
- 4If no violations exist, the report is marked auto-cleared and the flow ends.
- 5If violations exist, a Slack message is sent to the resolved manager with the flagged lines and Approve/Reject buttons.
- 6The manager's decision is written back to Snowflake as the report's audit outcome.
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.
More Finance workflows
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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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