DOCUMENT OPS
Expense policy violation flagging from receipts
Checks each newly parsed receipt against spend-policy rules in BigQuery, flags over-limit, weekend, or restricted-category charges.
How it runs
The automated pipeline, trigger to output.
- TriggerNew parsed receipt row in BigQueryBigQuery
- ActionLoad policy rules and category caps from BigQueryBigQuery
- LogicEvaluate receipt against rules; collect violations
- ActionPost violation with rule details to Slack approvalsSlack
- OutputMark row approved or pending-approval in BigQueryBigQuery
What it does
Enforces expense policy at the moment a receipt is parsed. As records land in BigQuery, it evaluates each against configurable rules, per-category dollar caps, disallowed merchant categories, and same-receipt-over-limit checks, and surfaces anything that breaks policy to a Slack approvals channel for sign-off.
When to use it
Use it when finance needs guardrails rather than after-the-fact audits. It catches a $400 dinner, a flight booked on a restricted card, or a banned category before reimbursement, while letting compliant receipts pass untouched.
How it works
- 1A new parsed receipt record in BigQuery triggers the evaluation.
- 2An action loads the active policy rules and category caps from a BigQuery config table.
- 3A logic step tests the receipt against each rule and collects any violations.
- 4Compliant receipts are marked approved and the run ends.
- 5Violating receipts post to the Slack approvals channel with the specific rule broken and approve or reject actions; the row is marked pending-approval in BigQuery.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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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