FINANCE
On-Demand FX Recompute When a Large Invoice Posts
Triggered by a webhook when a large multi-currency invoice is created or settled.
How it runs
The automated pipeline, trigger to output.
- TriggerInvoice event webhookHTTP webhook
- LogicDrop events below materiality threshold
- ActionQuery open AR/AP for the currencySnowflake
- LogicRecompute net position and delta
- OutputNotify treasury in SlackSlack
What it does
Instead of waiting for the next scheduled run, this workflow reacts the instant a large invoice event arrives. A webhook from your billing or ERP system fires when an invoice above a size threshold is created or settled. The workflow pulls the latest open AR and AP for that invoice's currency, recomputes the net position, and tells treasury right away when the single event meaningfully shifts exposure.
When to use it
Use it when one big invoice can swing a currency position on its own and you need event-time awareness, not a batch snapshot hours later. Pairs well with a daily brief that handles the routine picture.
How it works
- 1A webhook trigger receives the invoice event with currency and amount.
- 2A logic step checks the amount against the materiality threshold and stops if it's small.
- 3Snowflake returns current open AR and AP for that currency.
- 4A logic step recomputes the net position and the delta caused by this event.
- 5A Slack message goes to treasury with the new net position and the change.
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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