FINANCE
Slack-Triggered Expense Approval with FX Normalization and Snowflake Write-Back
An approver submits an expense ID in Slack; the workflow looks up the charge, converts it to base currency, re-checks policy, and on approval writes the normalized.
How it runs
The automated pipeline, trigger to output.
- TriggerReviewer submits expense ID in SlackSlack
- ActionFetch original charge from Stripe and convert to base currencyStripe
- LogicRun final policy check against limits
- LogicBranch: fail blocks approval and replies in Slack
- OutputWrite approved normalized record to SnowflakeSnowflake
What it does
This turns a Slack message into a controlled approval action. When a reviewer submits an expense ID, the workflow re-fetches the original Stripe charge, normalizes it to base currency, runs a final policy check, and — only if it passes — records an approved, FX-normalized row in Snowflake so downstream payroll can reimburse it.
When to use it
Use this when approvals happen conversationally in Slack but you need a guarded, auditable write to your warehouse. It stops out-of-policy items from being approved by accident and guarantees every reimbursement row carries a consistent base-currency amount.
How it works
- 1A reviewer submits an expense ID via a Slack trigger.
- 2The original charge is fetched from Stripe and converted to base currency at its transaction-date rate.
- 3A final policy check confirms the expense is still within limits.
- 4A branch blocks approval and replies in Slack if the check fails.
- 5On pass, the approved normalized record is written to Snowflake for reimbursement.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect StripeCustomers, subscriptions, payments.
- 3Connect SnowflakeWarehouses, queries, shares.
- 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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Overdue Accrual Escalation Emails to Owners and Managers
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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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