FINANCE
Email Finance Team Stripe Disputes Nearing Their Deadline
Runs daily, finds open Stripe disputes whose evidence deadline is within 48 hours and still missing shipment proof, and emails the finance team an itemized action list via Outlook.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionFetch open disputes from StripeStripe
- ActionJoin orders and shipment status in PostgresPostgres
- LogicFilter: due in 48h and missing proof
- OutputEmail at-risk list to finance via OutlookOutlook
What it does
This workflow makes sure no disputable charge slips past its evidence window. Each morning it checks every open dispute, flags the ones due soon that still lack complete evidence, and sends finance a single prioritized email so they can act before the bank decides by default.
When to use it
Use it when disputes are getting auto-lost because the deadline passed before anyone gathered tracking or receipts. It is a safety net layered on top of any auto-filing flow.
How it works
- 1A daily schedule triggers the run each morning.
- 2The workflow fetches all open disputes from Stripe and joins each to its order and shipment status in Postgres.
- 3A filter keeps only disputes whose evidence deadline is within 48 hours and that are missing tracking or delivery proof.
- 4It sorts the remaining items by deadline and disputed amount.
- 5It sends the finance distribution list an Outlook email itemizing each at-risk dispute with the missing fields and a deep link.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect OutlookMail, calendar, contacts.
- 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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