DOCUMENT OPS
Weekly expense rollup digest to Slack
Every Monday, aggregates the prior week's receipt records in BigQuery by category and submitter, and posts a spend summary with top vendors and outliers to a Slack finance channel.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires Monday morning
- ActionRun weekly aggregation queries in BigQueryBigQuery
- LogicFlag week-over-week swing vs. trailing average
- OutputPost formatted spend digest to SlackSlack
What it does
Delivers a recurring, plain-language view of receipt spend. On a weekly schedule it runs aggregation queries over the BigQuery expense ledger, rolling up totals by category, submitter, and vendor for the previous week, then formats the result into a readable Slack digest with notable jumps highlighted.
When to use it
Use it when leadership wants a steady pulse on expenses without opening a dashboard. It is the routine that replaces the manual Monday spreadsheet someone used to assemble from receipt data.
How it works
- 1A weekly schedule trigger fires Monday morning.
- 2An action runs BigQuery aggregation queries for the prior week: total spend, breakdown by category, top five vendors, and largest single receipts.
- 3A logic step compares the week's total against the trailing four-week average to flag any meaningful swing.
- 4The numbers are formatted into a concise Slack message with the swing called out when present.
- 5The digest posts to the finance Slack channel.
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.
More Document Ops workflows
Narrate new Dropbox PDFs into MP3 audio versions
When a PDF lands in a watched Dropbox folder, extract its text and generate an ElevenLabs voice narration.
On-demand PDF narration via webhook with emailed audio link
Accepts a PDF URL through a webhook, generates an ElevenLabs narration with the requested voice, stores the MP3, and emails the requester a download link.
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
Batch-narrate a Google Drive PDF folder in multiple languages
On a schedule, finds PDFs in a Google Drive folder that lack audio, then generates ElevenLabs narrations in each configured language and files them into per-language subfolders…
Executed Contract Exhibit & Initials Completeness Gate
When a signed contract lands in a Dropbox intake folder, verify every required exhibit, schedule, and initialed page is present.
Draft a negotiation brief from contract clause deviations
An agent reviews a contract against approved templates, researches each deviation.
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.