FINANCE
Daily FX-Normalized Expense Violation Digest from Snowflake
Each morning it pulls the prior day's expenses from Snowflake, normalizes every amount to base currency using a stored daily rate table, scores each against policy.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule after overnight expense load
- ActionQuery Snowflake for prior-day expenses joined to FX rate tableSnowflake
- LogicScore each row against caps, duplicates, and receipt rules
- LogicFilter to violations and group by employee and rule
- OutputEmail itemized violation digest to financeOutlook
What it does
On a schedule, this batch job reads yesterday's expense rows from your Snowflake warehouse, joins them to a daily FX rate table to compute base-currency amounts, evaluates each line against spend policy, and delivers a single grouped email listing every violation by employee and rule.
When to use it
Use this when expenses are already centralized in Snowflake and you want a once-daily compliance sweep instead of per-transaction alerts. Ideal for finance teams that review reimbursements in scheduled batches rather than real time.
How it works
- 1A daily schedule fires the run after the overnight expense load completes.
- 2A Snowflake query pulls the prior day's expenses joined to the daily FX rate table, returning base-currency-normalized amounts.
- 3Each row is scored against category caps, duplicate detection, and missing-receipt rules.
- 4A filter keeps only the violating rows and groups them by employee and rule type.
- 5An Outlook email with the itemized violation digest is sent to the finance reviewers.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect OutlookMail, calendar, contacts.
- 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.
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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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