FINANCE

Reconcile visitor checkouts and flag badges still active at end of day

Catches lobby checkout webhooks to close out visitor records, then at end of day flags any visitor still marked present and alerts security so no badge stays unaccounted…

CategoryFinance
Enginesim
Difficultyintermediate
Triggerwebhook
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerLobby checkout webhookHTTP webhook
  • ActionMark visitor departedAirtableAirtable
  • LogicEnd-of-day sweep for open records
  • ActionCompile unaccounted visitorsAirtableAirtable
  • OutputSend security alert or all-clearSlack

What it does

This workflow handles the back end of a visit. It receives checkout events from the lobby and marks visitors as departed, then runs an end-of-day sweep that finds anyone still checked in and alerts security. It ensures every issued badge is accounted for before the building closes.

When to use it

Use this when your office is required to know who is in the building at all times, or when badges left open overnight are a compliance or safety concern. It pairs naturally with a lobby kiosk that fires both check-in and checkout events.

How it works

  1. 1A lobby checkout webhook triggers the workflow when a visitor signs out.
  2. 2The flow updates that visitor's record to departed and timestamps the checkout.
  3. 3A separate end-of-day schedule queries the visitor sheet for anyone still marked present.
  4. 4If open records remain, it compiles the list and sends a security alert naming each unaccounted visitor and their host.
  5. 5If everyone is checked out, it posts a clean end-of-day confirmation to the security channel.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect HTTP webhookTrigger any URL on agent actions.
  2. 2
    Connect AirtableBases, tables, views, automations.
  3. 3
    Connect SlackChannels, DMs, threads, mentions.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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