Weekly partner payout digest in Slack

By General Input

Every Monday at 9am ET, get a single Slack message rounding up the partner payouts in Introw that need finance review this week.

Integrations

  • Introw
  • Slack Bot

Type

Agentic Task

Categories

  • Finance
  • Sales

Build an agent workflow that runs on a cron trigger every Monday at 9:00am America/New_York and posts a single weekly partner-payout digest to Slack.

Inputs the workflow should accept as configurable parameters:

- slackChannel: the Slack channel (or channel id) the digest should be posted in. Default to a placeholder like #partner-payouts that the user fills in. - largePayoutThreshold: a numeric amount above which a payout is flagged as oversized. Default 5000. - staleReviewDays: number of days a payout can sit in PENDING_REVIEW before it is flagged as stale. Default 7. - currency: the display currency for the headline total. Default USD. If payouts use multiple currencies, do not convert, just list totals per currency in the headline.

On each run the agent should:

1. Call Introw "List Payouts" three times (or once per stage, paging through all results) filtered to stage PENDING_REVIEW, then PENDING_INVOICE, then APPROVED. Page using the pagination cursor until exhausted so nothing is missed.

2. For each payout returned, call Introw "List Commission Lines" filtered to that payout so the agent has the attached lines, their amounts, currency, partner, and status. Compute the per-payout total from the lines (sum line amounts, grouped by currency).

3. Build the digest message. It must: - Group payouts under three section headers in this order: PENDING_REVIEW, PENDING_INVOICE, APPROVED. Skip any empty section. - Under each section, list one bullet per payout showing the partner name, the payout total with currency, and the payout id or a short reference. - Surface anomalies inline next to the relevant payout: flag any payout whose total exceeds largePayoutThreshold, any payout that contains a VOIDED commission line, and any PENDING_REVIEW payout whose created/updated timestamp is older than staleReviewDays. - End with a one-line headline in bold: "X payouts totalling Y need finance review this week." If multiple currencies are present, show each currency's total comma-separated.

4. Post the digest to slackChannel using the Slack Bot "Send a Message" operation. Use Slack mrkdwn (single asterisks for bold). If the message would be very long, keep the structure as a single message with sections.

5. If there are zero payouts across all three stages, still post a short Slack message: "No partner payouts need finance review this week."

Do not mutate anything in Introw. The workflow is read-only on Introw and write-only on Slack (one outbound message per run). Use the Introw and Slack Bot integrations.

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