FINANCE
Approve and Issue Queued Proration Credit Memos
Receives an approval decision from the finance review queue and, on approval, issues the credit memo in Stripe and notifies the customer-success owner.
How it runs
The automated pipeline, trigger to output.
- TriggerApproval decision webhookHTTP webhook
- LogicBranch on approved vs rejected
- ActionIssue Stripe credit note for the deltaStripe
- ActionRecord issued memo in SnowflakeSnowflake
- OutputNotify CS owner in SlackSlack
What it does
This closes the loop on detected mischarges. When a reviewer approves or rejects a queued credit memo, this workflow acts on that decision: approved items become a real Stripe credit note against the affected invoice, rejected items are recorded with the stated reason. Either way the originating review item is resolved so nothing lingers.
When to use it
Pair this with the detection workflows once a human is in the loop on credit memos. It removes the manual step of logging into Stripe to cut credit notes and keeps the approve/reject decision, dollar amount, and reviewer all on one record.
How it works
- 1An approval webhook fires from your review tool with the decision payload.
- 2A branch splits approved from rejected decisions.
- 3On approval, the workflow creates a Stripe credit note for the computed delta against the customer's invoice.
- 4It records the issued memo and reviewer back into Snowflake for reporting.
- 5The CS owner is notified in Slack with the credit amount and customer.
- 6On rejection, the item is closed in Snowflake with the reviewer's reason and no Stripe action.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect StripeCustomers, subscriptions, payments.
- 3Connect SnowflakeWarehouses, queries, shares.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Finance workflows
Month-End Uncoded Spend Chaser via Snowflake to Slack
On a month-end schedule, queries Snowflake for unaccrued or uncoded expenses, groups them by department owner.
Receipt Upload OCR Policy Check with Manager Escalation
When an employee drops a receipt into a Drive folder, it extracts the line items, checks them against expense policy.
Weekly Proration Anomaly Audit to Notion
Each week it aggregates all flagged proration discrepancies from Snowflake, scores them against anomaly thresholds, and publishes a finance-ready audit page in Notion with totals.
Accrual Chase Board in Monday with Per-Owner Tasks
On a schedule it reads open uncoded expenses from Snowflake and creates or updates a Monday item per department owner.
Detect Mid-Cycle Plan Change Mischarges and Queue Credit Memos
Listens for Stripe subscription plan changes, recomputes the correct prorated amount.
Draft and Send Proration Over-Billing Correction Emails
For each confirmed over-billing credit, an agent drafts a clear, customer-specific apology email explaining the proration error and the credit applied.
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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