FINANCE
FX Breach Escalation to PagerDuty
Sweeps Snowflake for unhedged FX exposure breaches and, when a position exceeds a critical limit, opens a PagerDuty incident and posts the on-call escalation to Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerRecurring exposure-sweep schedule
- ActionQuery unhedged exposure per pairSnowflake
- LogicClassify breach as standard or critical
- OutputPost standard breach notice to SlackSlack
- ActionOpen PagerDuty incident for critical breachPagerDuty
- OutputConfirm escalation and on-call in SlackSlack
What it does
This workflow runs a periodic sweep of unhedged FX exposure in Snowflake and applies a two-tier severity model. Positions over the standard hedge threshold post a Slack notice; positions over the critical limit escalate by opening a PagerDuty incident and tagging the treasury on-call. This ensures a severe unhedged position never relies on someone reading a channel.
When to use it
Use this when certain currency exposures are material enough to warrant true incident response, not just a chat alert. It is built for organizations with an on-call treasury rotation that need a paging path for critical FX breaches.
How it works
- 1A recurring schedule triggers the exposure sweep.
- 2Snowflake returns unhedged exposure per pair.
- 3A logic step classifies each breach as standard or critical.
- 4Standard breaches route to a Slack notice for the desk.
- 5Critical breaches open a PagerDuty incident with the exposure detail.
- 6A Slack message confirms the escalation and names the paged on-call.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect PagerDutyIncidents, on-call, escalations.
- 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.
More Finance workflows
Detect Annual-to-Monthly Downgrade Refunds Owed
Catches subscriptions switched from an annual term to monthly partway through the prepaid year, computes the unused prepaid balance owed back.
Detect Mid-Cycle Plan Change Mischarges and Queue Credit Memos
Listens for Stripe subscription plan changes, recomputes the correct prorated amount.
Expense Submission Webhook Instant Triage and Routing
Receives each expense submission via webhook the instant it's filed, classifies it as in-policy, needs-review, or hard-violation, and routes it to auto-approval.
Accrual Chase Board in Monday with Per-Owner Tasks
On a schedule it reads open uncoded expenses from Snowflake and creates or updates a Monday item per department owner.
Real-Time Uncoded Expense Nudge on New Spend Event
When a new expense lands without a GL code, a webhook fires and the workflow immediately Slack-nudges the spending owner to code it on the spot.
Monthly Vendor Spend Anomaly Brief for Finance Leads
Once a month, an agent analyzes the full expense ledger for vendor and category spend anomalies, drafts a narrative brief with the top outliers and likely causes.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.