HR & RECRUITING
Route Over-Budget Timesheets to Manager Approval
When a submitted timesheet would push an engagement past its budget, holds the entry and creates an Asana approval task for the engagement manager instead of auto-approving.
How it runs
The automated pipeline, trigger to output.
- TriggerTimesheet submission webhookHTTP webhook
- ActionLook up budget + approved total in AirtableAirtable
- LogicBranch: within budget auto-approves, over budget holds
- ActionSet entry to held in AirtableAirtable
- ActionCreate manager approval task in AsanaAsana
- OutputEmail manager the overage summary + task linkOutlook
What it does
Intercepts timesheet submissions and checks whether approving the new hours would exceed the engagement's remaining budget in Airtable. Entries that stay within budget pass through; entries that would breach it are held, an approval task is opened in Asana for the responsible manager, and the manager is emailed so the spend decision is deliberate.
When to use it
Use it when contractor hours should auto-approve up to the budget cap but every dollar over the cap needs explicit manager sign-off and a paper trail.
How it works
- 1A webhook fires on timesheet submission.
- 2Look up the engagement's budget and approved-to-date total in Airtable.
- 3Branch: if new hours fit within remaining budget, mark approved and stop.
- 4If the hours would breach the cap, set the entry status to held in Airtable.
- 5Create an Asana task assigned to the engagement manager with the overage amount and entry details.
- 6Email the manager a summary with the Asana task link so they can approve or reject the overage.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect AsanaTasks, projects, milestones — everywhere.
- 3Connect OutlookMail, calendar, contacts.
- 4Connect HTTP webhookTrigger any URL on agent actions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More HR & Recruiting workflows
Assemble and send the debrief packet after the final interview
Triggered when a candidate's final interview ends on the calendar, it waits a short window for scorecards, compiles the aggregated packet to Google Drive.
New-Hire Credential Intake to Renewal Calendar Holds
When a new credential is added to the tracker, it validates the record, files the document.
Credential Renewal Evidence Verification Agent
When an employee replies with a renewed credential document, an agent reads the attachment, extracts the new expiry date and credential number.
Escalate Compliance-Blocking Credential Lapses to Managers
Each day it finds credentials that have already expired or expire within 48 hours and are flagged compliance-blocking.
Day-one readiness orchestrator across all onboarding owners
An agent-driven coordinator that, when a hire is launched, plans the full provisioning program across IT, Facilities, and Finance, opens the work in your tracker.
Loom intake to req-tracker row in Airtable
Transcribes a hiring manager's Loom intake, scores the brief for completeness, and either logs a ready req in Airtable or routes incomplete intakes to a follow-up Slack ping.
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.