FINANCE
New-Invoice FX Exposure Incremental Check
When a new foreign-currency invoice is posted, recomputes the running net exposure for that currency in Snowflake and alerts Slack if the added receivable tips the pair past its…
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook fires on new FX invoice postedHTTP webhook
- ActionFetch current net exposure for currencySnowflake
- LogicAdd invoice and test against threshold
- ActionAssemble invoice and exposure details
- OutputPost breach alert to SlackSlack
What it does
This workflow reacts to each newly posted foreign-currency invoice delivered via webhook from your billing or ERP system. It adds the invoice to the running net exposure for that currency in Snowflake, then checks whether the incremental amount tips the pair across its hedge threshold. If it does, Slack gets an alert identifying the triggering invoice and the new exposure total.
When to use it
Use this when a single large invoice can move a currency past policy and you want to catch it at the moment of posting rather than waiting for the next scheduled sweep. It ties the breach directly to the invoice that caused it, so the desk knows exactly what to hedge.
How it works
- 1A webhook fires when a new FX invoice is posted.
- 2Snowflake retrieves current net exposure for the invoice currency.
- 3A logic step adds the invoice and tests the new total against the threshold.
- 4Sub-threshold invoices end the run with no alert.
- 5A breach assembles the invoice details and updated exposure figure.
- 6Slack delivers the alert naming the invoice and the hedge gap.
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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