FINANCE
Weekly vendor spend policy-drift monitor across the company
Queries the spend warehouse each week, detects vendors and cost centers drifting past budget or policy limits, files a tracked review ticket in Linear.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionQuery Snowflake for vendor + cost-center spend vs budgetSnowflake
- LogicFilter to lines breaching ceiling or trend threshold
- ActionCreate a tracked review issue per drift in LinearLinear
- OutputSend consolidated drift summary to finance lead in SlackSlack
What it does
This workflow looks at spending at the vendor and cost-center level rather than individual receipts. Each week it queries your Snowflake spend tables, compares cumulative vendor spend and cost-center run-rate against budget and policy ceilings, and identifies where spend is drifting out of bounds, like a vendor quietly past its annual cap or a department trending 30% over plan. Each drift becomes a tracked Linear ticket assigned for review, and the finance lead gets a Slack summary.
When to use it
Use it when your finance data already lands in Snowflake and you want structural overspend caught before it compounds, not after quarter close. Built for FP&A and finance leads who manage by vendor and budget line, not transaction by transaction.
How it works
- 1A weekly schedule triggers the run.
- 2A Snowflake query aggregates vendor and cost-center spend against budget and policy limits.
- 3Lines within limits are skipped; only those breaching a ceiling or trend threshold continue.
- 4A Linear issue is created for each drift with the figures, owner, and threshold breached.
- 5A consolidated Slack message goes to the finance lead linking the new tickets.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect LinearIssues, projects, cycles, triage.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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 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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