FINANCE
SLA Credit Claim Packet Drafting Agent
An agent reads logged vendor outages and the signed contract, drafts a formal service-credit claim letter with the calculation breakdown, saves it as a document to Google Drive.
How it runs
The automated pipeline, trigger to output.
- TriggerOperator triggers agent for a vendor period
- ActionRead outage record and contract documentGoogle Drive
- LogicMap downtime to credit tiers and compute owed amount
- ActionWrite claim letter document to DriveGoogle Drive
- OutputEmail finance approver a review linkGmail
What it does
Turns raw outage logs and contract language into a polished, defensible credit-claim packet. The agent reads the vendor's SLA clause, applies the correct credit tiers to the measured downtime, writes a professional claim letter explaining the math, and prepares it for sign-off before anyone sends it.
When to use it
Use it for high-value vendor disputes where a templated email is not enough and you need a written claim that cites the contract clause, shows the credit calculation, and survives vendor pushback. Ideal when finance must approve before submission.
How it works
- 1A staff member manually triggers the agent for a specific vendor and billing period.
- 2The agent reads the outage record from Airtable and the contract document from Google Drive.
- 3It interprets the SLA clause, maps measured downtime to the contract's credit tiers, and computes the amount owed.
- 4An action writes the finished claim letter as a new document in Google Drive.
- 5An output emails the finance approver a review link with a one-paragraph summary of the claim.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect GmailRead, draft, send, label.
- 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.
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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.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.