FINANCE
Weekly Expense Policy-Violation Digest for Finance Leads
On a weekly schedule, queries Postgres for all expenses that breached policy in the last seven days, summarizes them by team and violation type.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionQuery last 7 days of flagged expensesPostgres
- LogicGroup by team and violation type
- LogicSkip if no violations this week
- OutputPost ranked digest to finance channelSlack
What it does
Once a week it pulls every expense flagged as a policy violation in the trailing seven days, groups them by team and by the rule that was broken, totals the at-risk spend, and delivers a clean digest to finance leadership. It turns scattered flags into a single accountability report.
When to use it
Use it when individual violations are already being handled but leadership needs a recurring rollup to spot patterns — repeat offenders, weak categories, or a team that consistently skips receipts.
How it works
- 1A weekly schedule trigger fires every Monday morning.
- 2A Postgres query selects all expenses with a violation status from the last seven days.
- 3An aggregation step groups them by team and violation type and sums the flagged amounts.
- 4A logic step skips the post entirely if there were zero violations, to avoid empty noise.
- 5A formatting step builds a ranked digest with totals and top offenders.
- 6The digest is posted to the finance leadership Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.