FINANCE
Weekly Expense Violation Digest with Category Trends
Each week, aggregates resolved and pending policy violations from Postgres, summarizes the top offending categories and repeat employees.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionAggregate last 7 days of violations from PostgresPostgres
- ActionDraft trend digest with OpenAIOpenAI
- ActionPublish dated digest page to NotionNotion
- OutputPost summary and link to finance Slack channelSlack
What it does
This workflow gives finance leadership a weekly read on expense-policy health. On a weekly schedule it pulls the past seven days of violations from the Postgres review table, then uses OpenAI to write a plain-language summary: total flagged spend, the categories generating the most violations, repeat offenders, and how the week compares to the prior one. The digest is published as a dated Notion page for the record and posted to the finance Slack channel for visibility.
When to use it
Use it when individual violation alerts are handled day to day but no one has the bird's-eye trend — which categories keep slipping, whether tightening a cap would help, and who needs coaching.
How it works
- 1A weekly schedule starts the run.
- 2A Postgres query aggregates the last seven days of violations.
- 3OpenAI drafts a digest with trends and repeat offenders.
- 4The digest is saved as a dated Notion page.
- 5A summary with the Notion link is posted to the finance Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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