FINANCE
Agent-driven FX drift investigation and re-approval write-up
When a foreign invoice trips the FX drift threshold, an agent gathers the invoice, rate history, and counterparty context.
How it runs
The automated pipeline, trigger to output.
- TriggerDrift-threshold breach webhookHTTP webhook
- ActionPull invoice and booked rateStripe
- ActionRetrieve currency-pair rate historyHTTP webhook
- LogicAgent explains drift and recommends actionOpenAI
- ActionLog narrative to audit fileAirtable
- OutputPost decision-ready summary to approver in TeamsMicrosoft Teams
What it does
Instead of just flagging a number, this template has an agent investigate why a foreign invoice has drifted. It assembles the booked rate, the current rate, the trend over the invoice's life, and the customer context, then drafts a short narrative explaining the movement with a hold-or-confirm recommendation for the approver.
When to use it
Use it when raw variance percentages aren't enough and approvers want context before they re-approve or write down an invoice. Good for finance teams who want decisions documented with reasoning, not just a threshold breach.
How it works
- 1A webhook fires when an invoice breaches the drift threshold.
- 2The agent pulls the invoice and its booked rate from Stripe.
- 3The agent retrieves recent rate history and movement for the currency pair.
- 4It reasons over the data to explain the drift and form a recommendation.
- 5The narrative and recommendation are logged to Airtable for the audit file.
- 6A decision-ready summary posts to the approver in Teams.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect Microsoft TeamsChannels, chats, files.
- 4Connect HTTP webhookTrigger any URL on agent actions.
- 5Connect OpenAIModels, embeddings, files.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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