FINANCE
Front Billing-Dispute Root-Cause Router
Classifies every inbound Front billing complaint by its underlying root cause and routes it to the refund, credit, or escalation queue with a tagged, assigned conversation.
How it runs
The automated pipeline, trigger to output.
- TriggerNew billing conversation in FrontFront
- ActionFetch customer charge + invoice historyStripe
- LogicClassify root cause (duplicate / declined / plan / error)
- ActionTag and assign conversation to matching queueFront
- OutputPost internal note with detected causeFront
What it does
When a billing-related conversation lands in Front, this workflow reads the message, looks up the customer's recent charges in Stripe, and decides the true root cause — duplicate charge, failed-then-retried payment, plan mismatch, or a genuine billing error. It then moves the conversation into the right Front queue, applies a root-cause tag, and assigns the right team so nothing sits unrouted.
When to use it
Use it when your support inbox mixes billing complaints with everything else and agents waste time triaging "I was charged twice" versus "my card was declined." Best for teams that want consistent routing rules instead of agent-by-agent judgment.
How it works
- 1A new Front conversation tagged or filtered as billing triggers the run.
- 2Stripe is queried for the customer's recent charges, refunds, and invoice history.
- 3Branch logic compares the complaint text against the charge record to pick a root-cause class.
- 4The conversation is tagged and assigned in Front to the refund, credit, or escalation inbox.
- 5The original conversation is updated with an internal note summarizing the detected cause.
Set it up
What you configure once, before turning it on.
- 1Connect FrontShared inbox, conversations.
- 2Connect StripeCustomers, subscriptions, payments.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.