Introduction

Stay on top of your budget with this easy-to-use automation. Get daily checks to see if any expense requests go over your set amount. No more manual tracking – let automation do it for you!

Trigger Event : Daily Automated Check

This workflow starts every day at 2 pm automatically. There's no need to initiate anything yourself – it's all set to run on schedule.

Actions

Expense Threshold Check

After the trigger, the workflow runs a smart function that examines your latest expense against a preset limit. If the expense is higher than your chosen threshold (default is 500), you'll get clear details: how much it exceeded, the original amount, and the difference. If the values are incorrect or missing, you'll get a helpful message letting you know what needs fixing.

Benefits

With this template, you'll always be aware of overspending before issues arise. It helps you maintain budget control, reduces manual reviews, and ensures every expense is checked daily without fail.