FINANCE
Route Stripe Disputes by Shipment Proof Availability
Classifies every new Stripe dispute by whether complete shipment proof exists, auto-files the strong cases.
How it runs
The automated pipeline, trigger to output.
- TriggerStripe dispute created webhookStripe
- ActionLoad order and shipment from PostgresPostgres
- LogicScore evidence completeness
- ActionAuto-submit strong cases to StripeStripe
- OutputQueue weak cases for review in PostgresPostgres
What it does
Not every dispute is worth fighting, and filing thin evidence can hurt you. This workflow triages each dispute the moment it opens: if the order has a delivered tracking record and a receipt, it auto-submits; if proof is missing or the item was never shipped, it parks the case for a human to decide.
When to use it
Use it when you want to fight only the disputes you can actually win and stop wasting analyst time on cases with no delivery evidence.
How it works
- 1A Stripe `charge.dispute.created` webhook triggers the run.
- 2The workflow loads the order and shipment record from Postgres.
- 3A logic step scores evidence completeness: delivered status, tracking number, receipt, and matching ship-to address.
- 4Strong cases route to automatic evidence submission on the Stripe dispute.
- 5Weak cases are written to a `dispute_review` queue in Postgres with the specific missing fields flagged for a finance analyst.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 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.
More Finance workflows
Detect Annual-to-Monthly Downgrade Refunds Owed
Catches subscriptions switched from an annual term to monthly partway through the prepaid year, computes the unused prepaid balance owed back.
Detect Mid-Cycle Plan Change Mischarges and Queue Credit Memos
Listens for Stripe subscription plan changes, recomputes the correct prorated amount.
Expense Submission Webhook Instant Triage and Routing
Receives each expense submission via webhook the instant it's filed, classifies it as in-policy, needs-review, or hard-violation, and routes it to auto-approval.
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.
Real-Time Uncoded Expense Nudge on New Spend Event
When a new expense lands without a GL code, a webhook fires and the workflow immediately Slack-nudges the spending owner to code it on the spot.
Monthly Vendor Spend Anomaly Brief for Finance Leads
Once a month, an agent analyzes the full expense ledger for vendor and category spend anomalies, drafts a narrative brief with the top outliers and likely causes.
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.
