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.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled sweep (daily/weekly)
- ActionQuery disputes grouped by cause and planPostgres
- LogicFlag groups over alert threshold
- ActionOpen Linear issue per flagged patternLinear
- 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
- 1A schedule (e.g. each morning) triggers the run.
- 2Postgres is queried for disputes in the rolling window, grouped by root cause and plan.
- 3Branch logic flags any group whose count or refund total exceeds the threshold.
- 4A Linear issue is created for each flagged pattern with the aggregate numbers.
- 5A Slack message summarizes all flagged patterns and links the new Linear issues.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect LinearIssues, projects, cycles, triage.
- 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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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.

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