FINANCE
Weekly digest of stale pending expenses
Every Monday, scans the expense tracker for reimbursements still awaiting approval, ranks them by age and amount, and sends managers a digest so nothing sits unpaid past your SLA.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Monday schedule
- ActionQuery tracker for pending reimbursementsAirtable
- LogicCompute aging and flag over-SLA items
- OutputSend ranked aging digest to finance managerSlack
What it does
Reads your expense tracker each week and finds every reimbursement still in a pending or under-review state. It calculates how long each has been waiting, sorts the oldest and largest to the top, and delivers a single digest to the finance manager. Items past your approval SLA are highlighted so they get cleared first.
When to use it
Use this when expenses pile up unreviewed and employees chase finance for status. A scheduled summary keeps aging visible without anyone manually filtering a spreadsheet, and prevents reimbursements from quietly slipping past payroll cutoffs.
How it works
- 1A weekly schedule triggers the run every Monday morning.
- 2The flow queries the expense tracker for all rows still marked pending or under review.
- 3Logic computes days-waiting for each and flags any beyond the configured SLA threshold.
- 4The results are formatted into a ranked digest, oldest and highest-value first.
- 5The digest is posted to the finance manager's Slack channel with the over-SLA items called out.
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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Overdue Accrual Escalation Emails to Owners and Managers
On a schedule it flags uncoded spend that has stayed open past the chase deadline and emails each delinquent owner via Gmail.
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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