Weekly partner payout digest in Slack

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

Agentic Task
IntrowSlack BotFinanceSalesDaily DigestsNotifications & Alerts
PromptCreate

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.

What does this prompt do?

  • Posts one Slack digest every Monday morning grouping the partner payouts in Introw that still need finance review, grouped by stage.
  • Calls out anomalies inline: oversized payouts, payouts with voided commission lines, and items that have been sitting in review for too long.
  • Ends with a bold one-line headline showing how many payouts and what total dollar amount need attention this week.
  • Stays read-only on Introw, so it nudges without changing any payout records.

What do I need to use this?

  • An Introw account with read access to payouts and commission lines.
  • A Slack workspace, the bot added to the channel you want the digest in, and the channel name.
  • A finance or partnerships lead who acts on the weekly nudge.

How can I customize it?

  • Change the day or time the digest runs (for example, Friday afternoon instead of Monday morning).
  • Swap the destination Slack channel, or send it as a direct message to a specific person.
  • Tune the thresholds for oversized payouts and how many days in review counts as stale.

FAQs

Does this change any payouts inside Introw?
No. The workflow only reads payouts and commission lines from Introw and posts a summary to Slack. Nothing is updated, approved, or declined automatically.
Which payout stages does the digest include?
By default it covers Pending Review, Pending Invoice, and Approved, since those are the stages that typically need a human nudge. You can add or remove stages when you set the workflow up.
What if partners are paid in different currencies?
Amounts are not converted. Each payout is shown in its own currency, and the headline total breaks out the weekly total per currency so nothing gets misread.
How do I change which Slack channel it posts to?
The channel is a parameter on the workflow. Edit the workflow settings and update the channel name, or point it at a direct message instead.
What happens on a week with no outstanding payouts?
You still get a short Slack message confirming there is nothing to review this week, so you know the workflow ran and the inbox is genuinely clean.

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Connect Introw and Slack once, and Geni delivers the weekly partner payout digest to your finance lead automatically.