INVOICE PROCESSING
Alert on Budget Category Overrun from Invoice Line Mapping
After each invoice is categorized, sums month-to-date spend per GL budget category against its budget in BigQuery and pages the controller via PagerDuty when a category crosses…
How it runs
The automated pipeline, trigger to output.
- TriggerInvoice lines categorized event
- ActionQuery BigQuery for MTD actuals and budgetBigQuery
- LogicCompute utilization per GL category
- LogicBranch: category over overrun threshold
- OutputOpen PagerDuty incident for breached categoryPagerDuty
What it does
Every time invoice lines are mapped to GL categories, this workflow recomputes month-to-date spend for the affected categories and compares each against its budgeted amount. If a category breaches a configurable threshold, it raises a PagerDuty incident so the controller catches the overrun before approving more spend.
When to use it
Use this when certain budget lines are prone to blowing past plan and you need real-time guardrails tied to invoice categorization rather than a monthly variance report after the damage is done.
How it works
- 1An invoice-categorized event triggers the flow with the affected GL codes.
- 2The flow queries BigQuery for month-to-date actuals and the budget for each touched category.
- 3A logic step computes the utilization percentage per category.
- 4A branch checks each against its overrun threshold.
- 5Categories under threshold end the run.
- 6Any category over threshold opens a PagerDuty incident with the category, actuals, budget, and the triggering invoice.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect PagerDutyIncidents, on-call, escalations.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.
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