FINANCE
New-Invoice FX Mix-Shift Watcher
On each posted invoice webhook, it checks whether the new receivable nudges any currency's share of total exposure past a tolerance band and, when it does, alerts treasury…
How it runs
The automated pipeline, trigger to output.
- TriggerInvoice-posted webhookHTTP webhook
- ActionFetch current exposure totals from SnowflakeSnowflake
- LogicRecompute currency shares with new invoice
- LogicCheck tolerance band breach
- OutputPost before/after mix to treasury SlackSlack
What it does
This workflow reacts to receivables as they are booked rather than on a schedule. When your billing system posts an invoice, it sends the amount and currency to a webhook. The flow looks up the current exposure mix in Snowflake, recomputes each currency's share with the new invoice included, and checks whether any currency crossed its tolerance band. If the mix shifted materially it posts to Slack so treasury can decide whether to top up a hedge while the move is fresh.
When to use it
Use it when a handful of large invoices can swing your currency concentration and you would rather catch the shift at booking time than at the next daily run.
How it works
- 1A webhook receives the new invoice's amount and currency.
- 2It pulls the current per-currency exposure totals from Snowflake.
- 3A logic step folds in the new invoice and recomputes each currency's share of total exposure.
- 4A branch checks whether any currency moved outside its tolerance band; small invoices pass through silently.
- 5It posts a before-and-after mix snapshot to the treasury Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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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