FINANCE
Open a Monday approval card for charges that breach the envelope
When a Stripe charge pushes a department past its monthly envelope, it creates a Monday board item routed to that department's budget owner for an over-budget approval…
How it runs
The automated pipeline, trigger to output.
- TriggerStripe card charge postedStripe
- ActionFetch envelope + MTD spend from SnowflakeSnowflake
- LogicContinue only if charge breaches the envelope ceiling
- ActionCreate over-budget approval item on Monday boardmonday.com
- OutputPost approval-card link to Slack for the budget ownerSlack
What it does
This workflow converts a budget breach into a tracked decision rather than a fire-and-forget alert. When a card charge takes a department over its monthly envelope, it opens an approval item on a Monday board, assigns the department's budget owner, and records the outcome so nothing falls through.
When to use it
Reach for this when over-budget spend needs a real sign-off trail, not just a Slack heads-up. It fits organizations that govern overage with explicit approvals and want an auditable record of who approved what and when.
How it works
- 1A Stripe webhook fires on each new card charge.
- 2The workflow looks up the department's current envelope and month-to-date spend from Snowflake.
- 3A logic step continues only when the charge crosses the envelope ceiling.
- 4It creates a Monday board item with the charge details, the overage amount, and the breached envelope, and assigns the department's budget owner from a Monday people column.
- 5A confirmation posts to Slack linking the approval card so the owner is nudged to act.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect monday.comVisual work management for teams.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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 Finance workflows
Expense Submission Webhook Instant Triage and Routing
Receives each expense submission via webhook the instant it's filed, classifies it as in-policy, needs-review, or hard-violation, and routes it to auto-approval.
Monthly Vendor Spend Anomaly Brief for Finance Leads
Once a month, an agent analyzes the full expense ledger for vendor and category spend anomalies, drafts a narrative brief with the top outliers and likely causes.
Accrual Chase Board in Monday with Per-Owner Tasks
On a schedule it reads open uncoded expenses from Snowflake and creates or updates a Monday item per department owner.
Detect Annual-to-Monthly Downgrade Refunds Owed
Catches subscriptions switched from an annual term to monthly partway through the prepaid year, computes the unused prepaid balance owed back.
Detect Mid-Cycle Plan Change Mischarges and Queue Credit Memos
Listens for Stripe subscription plan changes, recomputes the correct prorated amount.
Overdue Accrual Escalation Emails to Owners and Managers
On a schedule it flags uncoded spend that has stayed open past the chase deadline and emails each delinquent owner via Gmail.
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.