FINANCE
Missing-Receipt Chaser Against the Expense Ledger
Runs daily, queries the Postgres expense ledger for charges older than 48 hours with no receipt attached.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionQuery ledger for receipt-less charges over 48hPostgres
- LogicGroup charges by employee, drop empty
- OutputSend each employee a consolidated Slack DMSlack
What it does
This workflow closes the gap between a card swipe and a filed receipt. On a daily schedule it queries your Postgres expense ledger for any charge that is more than 48 hours old and still has no receipt on file. It groups those orphan charges by employee, then sends each person a single Slack DM listing the merchant, amount, and date of every charge they need to document — instead of a generic blast.
When to use it
Use it when receipt compliance is your biggest month-end bottleneck and you want gentle, targeted nudges before charges escalate to a policy violation. Ideal for teams already storing expense rows in Postgres.
How it works
- 1A daily schedule starts the run.
- 2A Postgres query returns charges aged past 48 hours with a null receipt.
- 3A grouping step buckets the missing-receipt charges per employee.
- 4Employees with zero outstanding items are filtered out.
- 5Each remaining employee gets one consolidated Slack DM with their list.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.