FINANCE
Route reimbursements by amount to the right approver
When a new reimbursement is logged, this applies your approval matrix to send small amounts for auto-approval and larger or out-of-policy claims to the correct manager or finance…
How it runs
The automated pipeline, trigger to output.
- TriggerNew reimbursement logged in trackerAirtable
- LogicSelect approval tier by amount and policy
- ActionAuto-approve small in-policy claimsAirtable
- ActionSend larger claims to manager or finance leadSlack
- OutputWrite approval decision back to trackerAirtable
What it does
Applies tiered approval rules to every new reimbursement request. Small in-policy amounts are auto-approved and logged; mid-range amounts route to the employee's manager; large or out-of-policy claims route to the finance lead. Each approver gets a Slack message with the expense details and an approve or reject action, and the outcome is written back to the tracker.
When to use it
Use this when a flat single-approver process is too loose for big spend but too slow for routine claims. Tiered routing sends each request to exactly the right person based on amount and policy, cutting approval time on small items while keeping oversight on large ones.
How it works
- 1A new reimbursement row is created in the tracker, firing the trigger.
- 2Routing logic reads the amount and policy flag and selects the approval tier.
- 3Tier-one in-policy claims are auto-approved and marked in the tracker.
- 4Higher tiers send an approval request to the manager or finance lead in Slack.
- 5The approver's decision is captured and the tracker status is updated accordingly.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 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.
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