FINANCE
Triage emailed expense receipts against policy
Watches a shared finance inbox for emailed receipts, extracts amount, vendor, and category.
How it runs
The automated pipeline, trigger to output.
- TriggerNew receipt email in finance inboxGmail
- ActionExtract vendor, total, and line items from receiptOpenAI
- LogicCheck charges against spend policy rules
- ActionPost compliant expenses to approvals channelSlack
- OutputFlag violations with the broken rule to submitter channelSlack
What it does
Monitors a dedicated finance inbox for incoming expense receipts (forwarded emails with PDF or image attachments), reads the receipt with an LLM, and validates each charge against your written spend policy — per-meal caps, alcohol restrictions, missing itemization, and category limits. Clean expenses are posted to an approvals channel ready to sign off; policy violations are flagged with the exact rule they break.
When to use it
Use this when employees email or forward receipts to a central address and your AP team is manually opening each one. It removes the read-and-check step so reviewers only see a structured summary and a clear verdict.
How it works
- 1A new email lands in the monitored finance inbox.
- 2The flow downloads the receipt attachment and extracts vendor, date, line items, and total via OpenAI.
- 3Policy logic compares the extracted fields to your spend rules and tags the expense compliant or non-compliant with a reason.
- 4Compliant expenses post to a Slack approvals channel with an approve action.
- 5Violations post to a separate Slack channel naming the broken rule for the submitter to fix.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.