Automated Finance Approval Gate
A "Guard Dog" workflow connecting Pipedrive and Slack to enforce 100% compliance on deal commercials without slowing down sales.
My Role
Automation Architect
1 Week (Rapid Sprint)
Tech Stack
n8n, Pipedrive, Slack, Claude
100% Compliance Enforced
Challenge
Deals were slipping through the cracks. Sales reps would push contracts with non-standard terms - low transaction fees, missing deposits, or incorrect payment schedules - and Finance often found out too late.
Revenue Leakage: Non-compliant deals were being signed, hurting margins.
Fire Drills: Finance had to scramble at the last minute to renegotiate or block contracts.
Process Bypassing: Reps would skip the "Review" stage to hit quotas, bypassing governance.
Results
I built an intelligent "Guard Dog" workflow that acts as an automated gatekeeper between Negotiation and Contract.
The Audit Engine: When a deal moves to "Negotiation," an n8n workflow instantly audits the commercials against strict business logic (handling multi-currency conversions and region-specific rules).
Slack-Based Approval: If a deal is flagged, Finance receives a rich Slack notification with one-click "Approve" or "Reject" buttons.
The Guard Dog: If a rep tries to move a deal forward without approval, the system automatically detects the breach, snaps the deal back to the previous stage, and alerts management.
100%
Compliance (Zero Unauthorized Deals)
Real-Time
Finance Visibility (Instant Slack Alerts)
0
CRM Friction (Approvals happen in Slack)
Process
Logic Definition: Collaborated with the CFO to define the "Rules of Engagement"—setting strict thresholds for booking fees, payment terms, and transaction percentages by region.
Code Node Scripting: Wrote custom JavaScript in n8n to handle the complex logic of checking deal values against these variable thresholds and converting currencies.
UX Design: Designed the Slack payload to be actionable. Finance gets all context (deal size, terms, rep notes) and can make a decision without ever logging into Pipedrive.
Security Layer: Implemented the webhook listener (the "Guard Dog") to monitor deal stages in real-time and revert unauthorized changes instantly.
