Automations
Recipes: when something happens, Rever does the next step. Anything that leaves the company asks first. That’s a floor.
RUNS ALWAYS — standing jobsWHEN IT MATCHES — fires on the triggerASKS FIRST 🔒 — external: you OK each runOFF — kept, not running
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Friday findings digestRUNS ALWAYSON · TURN OFF
WHEN Every Friday, 7:00
DO Email the week’s findings summary to the CFO
DO Email the week’s findings summary to the CFO
42 RUNS · LAST FRI 07:00 · EVERY RUN LOGGED BELOW
Duplicate blocked → tell APWHEN IT MATCHESON · TURN OFF
WHEN A duplicate invoice is blocked
DO Message the AP lead in Slack with the pair, side by side
DO Message the AP lead in Slack with the pair, side by side
7 RUNS · LAST JUL 14 · EVERY RUN LOGGED BELOW
File approved rebate claimsASKS FIRST 🔒ON · TURN OFF
WHEN You approve a rebate claim
DO File it to the vendor portal and attach the receipt · leaves the company → asks you first, every time
DO File it to the vendor portal and attach the receipt · leaves the company → asks you first, every time
12 RUNS · LAST JUL 11 · EVERY RUN LOGGED BELOW
Close task → tick + evidenceRUNS ALWAYSBUILT-INON · TURN OFF
WHEN An agent completes a close task
DO Tick the checklist and attach the working papers
DO Tick the checklist and attach the working papers
186 RUNS · LAST TODAY 06:02 · EVERY RUN LOGGED BELOW
New bank details → phone checkRUNS ALWAYSFLOOR — CAN’T TURN OFFBUILT-INON · TURN OFF
WHEN A vendor’s bank details are added or changed
DO Create the phone-confirmation task for a human
DO Create the phone-confirmation task for a human
3 RUNS · LAST JUL 09 · EVERY RUN LOGGED BELOW
Month-end FX snapshotOFFTURN ON
WHEN Last business day, 18:00
DO Pull closing FX rates and attach them to the close file
DO Pull closing FX rates and attach them to the close file
0 RUNS · LAST — · EVERY RUN LOGGED BELOW
RUNS · LAST 7 · EVERY ONE REPLAYS
TODAY 06:02Close task → tick + evidence — Ticked “Bank recs complete” · attached 6 reconciliation files✓ RAN$0.03
JUL 14 09:12Duplicate blocked → tell AP — Slacked AP lead: INV-2231 duplicate of INV-2216 ($1,120)✓ RAN$0.01
JUL 11 16:40File approved rebate claims — Filed claim F-198 to Rowan portal — after your OK⏸ WAITED FOR YOUR OK$0.22
JUL 09 11:05New bank details → phone check — Bank change on Meridian Steel → phone task for M. Okafor✓ RAN$0.01
JUL 08 07:00Friday findings digest — Emailed digest: $184K identified MTD · 3 items need eyes✓ RAN$0.04
JUL 05 14:22Duplicate blocked → tell AP — Slacked AP lead: INV-2198 duplicate of INV-2144 ($480)✓ RAN$0.01
JUL 03 09:00File approved rebate claims — Claim F-190 — you declined the filing; nothing was sent✕ YOU DECLINED$0.00
Decided the same thing three times? That belongs in Your rules →