FINANCE
Tiered Expense Approval with Auto-Escalation on Timeout
When an expense exceeds a dollar threshold, it requests manager approval in Slack and, if no decision comes within the SLA, automatically escalates to the finance director…
How it runs
The automated pipeline, trigger to output.
- TriggerHigh-value expense submittedAirtable
- LogicBranch: high-value tier vs. auto-approve
- ActionRequest manager approval in SlackSlack
- LogicWait for SLA; check for decision
- ActionEscalate to finance director by emailGmail
- OutputWrite final decision back to AirtableAirtable
What it does
High-value expenses get a tiered review: the submitter's manager is asked first, but if they don't respond inside the approval window the request escalates to the finance director instead of sitting idle. Approval status is written back to Airtable at every step so the record always reflects reality.
When to use it
Use it when large expenses keep getting stuck waiting on a busy manager. The auto-escalation guarantees a decision-maker is always on the hook and reimbursements aren't delayed.
How it works
- 1An expense over the configured threshold triggers the flow from Airtable.
- 2A branch confirms the amount crosses the high-value tier; smaller amounts auto-approve and exit.
- 3The flow requests approval from the submitter's manager in Slack.
- 4A timer waits for the SLA window for a manager decision.
- 5A logic step checks whether a decision was recorded in time.
- 6If the window lapsed, an escalation email goes to the finance director.
- 7The final decision — from either party — is written back to the Airtable record.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Connect GmailRead, draft, send, label.
- 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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