Send transaction alerts from updated sheet rows to owner

Bank transaction rows in your shared sheet can go unread, delaying reconciliation and fraud checks. It posts the transaction details to your owner or finance DMs so issues are triaged within minutes.

Send transaction alerts from updated sheet rows to owner

Overview

When bank transaction rows in a shared sheet go unread, reconciliation stalls and potential fraud slips by. This flow pushes updated transaction details into the owner or finance DMs so issues are visible and triaged within minutes, speeding reconciliation before the next close.

Send transaction alerts from updated sheet rows to owner