FINANCE

Front Recurring-Dispute Pattern Sweep

On a schedule, scans logged disputes in Postgres for repeat-offender root causes, and files a Linear issue plus a Slack alert when any cause crosses a threshold.

CategoryFinance
Enginesim
Difficultyadvanced
Triggerschedule
Steps5
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerScheduled sweep (daily/weekly)
  • ActionQuery disputes grouped by cause and planPostgreSQLPostgres
  • LogicFlag groups over alert threshold
  • ActionOpen Linear issue per flagged patternLinearLinear
  • OutputPost summary alert to SlackSlack

What it does

Individual dispute routers fix tickets one at a time; this scheduled sweep finds the patterns underneath them. It reads the dispute log in Postgres for a rolling window, groups by root cause and affected plan, and when any cause exceeds your alert threshold it opens a Linear issue for the owning team and posts a summary to a Slack channel. It turns scattered complaints into an actionable signal.

When to use it

Use it when you want a weekly or daily early-warning on systemic billing problems — a spike in failed-payment disputes after a pricing change, for example — without manually querying the warehouse.

How it works

  1. 1A schedule (e.g. each morning) triggers the run.
  2. 2Postgres is queried for disputes in the rolling window, grouped by root cause and plan.
  3. 3Branch logic flags any group whose count or refund total exceeds the threshold.
  4. 4A Linear issue is created for each flagged pattern with the aggregate numbers.
  5. 5A Slack message summarizes all flagged patterns and links the new Linear issues.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect PostgresAny Postgres URL — query, write, migrate.
  2. 2
    Connect LinearIssues, projects, cycles, triage.
  3. 3
    Connect SlackChannels, DMs, threads, mentions.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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