Automate CFO Expense Review with AI
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Streamline your expense review process with an intelligent agent that automatically flags suspicious or unusual submissions from Airtable. This workflow leverages AI to enhance financial oversight and efficiency.
About This Workflow
This n8n workflow, 'CFO Expense Reviewer Agent,' automates the critical task of reviewing employee expense submissions. It starts by monitoring your Airtable base for new expense requests every hour. Once a new request is detected, it's passed to a sophisticated AI agent powered by OpenAI's GPT-4o-mini. This agent analyzes the expense details against predefined rules and context, identifying potential discrepancies or anomalies. The AI's decision and reasoning are then parsed, and the findings are stored in Pinecone for future reference and enhanced analysis. Finally, the original Airtable record is updated with the AI's decision, category, and a detailed reason for flagging, ensuring a complete and auditable review trail.
Key Features
- Automated Airtable Monitoring: Continuously scans for new expense requests.
- AI-Powered Analysis: Utilizes GPT-4o-mini for intelligent expense review and anomaly detection.
- Suspicious Expense Flagging: Identifies and flags potentially problematic expenses with clear reasoning.
- Vectorized Data Storage: Stores review decisions in Pinecone for advanced analytics and retrieval.
- Seamless Airtable Updates: Automatically updates expense records with review outcomes.
How To Use
- Connect Airtable: Configure the 'Watch New Expense Requests' node with your Airtable base and table IDs. Ensure your Airtable personal access token is set up.
- Configure AI Agent: Set up the 'CFO Expense Review Agent' node, defining the system message and ensuring it correctly references the input data from Airtable.
- Set up OpenAI: Connect your OpenAI account to the 'OpenAI GPT-4 Model' node, selecting 'gpt-4o-mini' as the model.
- Define Output Structure: Configure the 'Parse CFO Agent Response' node with a JSON schema example that accurately reflects the expected output from the AI, including fields like 'decision' and 'reason'.
- Integrate Pinecone: Set up your Pinecone credentials and configure the 'Store Decision in Pinecone' node. Define the
pineconeNamespaceto dynamically store decisions based on the AI's output. - Generate Embeddings: Configure the 'Generate Embeddings' node using your OpenAI API key to create vector representations of the data.
- Prepare Data for Pinecone: Use the 'Prepare Data for Pinecone' node to structure the data for insertion into Pinecone.
- Split Text (if necessary): If your AI output or source data is very long, configure the 'Split Reasoning Text' node to break it down into manageable chunks for embedding.
- Update Airtable: Configure the 'Update Airtable Record' node with your Airtable base and table IDs. Map the relevant fields from the 'CFO Expense Review Agent' output to your Airtable columns, ensuring the 'id' field is used to match the correct record.
Apps Used
Workflow JSON
{
"id": "6be813a2-77cc-4ff4-8474-94298d8d51d4",
"name": "Automate CFO Expense Review with AI",
"nodes": 29,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 6be813a2-77cc...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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