FINANCE
Large-Variance Controller Escalation
After the morning reconciliation completes, checks the day's total unexplained variance against a threshold and, when breached, opens an Asana task for the controller and pages…
How it runs
The automated pipeline, trigger to output.
- TriggerPost-reconciliation schedule
- ActionRead day's unexplained variance from PostgresPostgres
- LogicEvaluate against dollar/percent threshold
- ActionCreate controller task in AsanaAsana
- OutputEmail escalation to finance leadGmail
What it does
Adds a materiality gate on top of daily reconciliation so only meaningful breaks reach a human. It reads the morning's unexplained-variance total from Postgres, compares it to a configurable dollar and percent threshold, and when either is breached it creates a tracked task and an email escalation so nothing material goes unowned.
When to use it
Use this when small recurring variances are noise but a large unexplained swing is a genuine cash event the controller must investigate the same day. It enforces a clear ownership trail and an audit record for material breaks without alerting on every minor mismatch.
How it works
- 1A scheduled trigger runs shortly after the morning reconciliation job finishes.
- 2Queries Postgres for the day's total unexplained variance and the largest contributing items.
- 3A logic step evaluates the total against the absolute-dollar and percent-of-flow thresholds.
- 4If breached, creates an Asana task assigned to the controller with the top variance lines attached.
- 5Sends an escalation email to the finance lead summarizing the breach and linking the task.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect AsanaTasks, projects, milestones — everywhere.
- 3Connect GmailRead, draft, send, label.
- 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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Run this workflow in your colony.
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