Paid Media Finance Β· Salesforce
Workflows
Getting started β€” Paste the team access token into the Token button (top right) before running any workflow. Contact Asin to receive the token. It saves in your browser and you will not need to enter it again.

Send To controls where the message is delivered β€” a test channel, a DM, or the team channel.
Test / Live controls how the message is labelled. Test adds a πŸ§ͺ disclaimer so the recipient knows it is not real. Live sends it with no label, exactly as the team would receive it.
To send a real message to the team, set Send To to #media-finance-team-channel and switch to Live.
πŸ“Š
Tue & Thu Β· 8am GMT

Budget Transfer Digest

Reads FY27 Paid Media Budget Transfer Sheet, filters pending TRX submissions, and posts a grouped digest to Slack.

πŸ“‹ Internal + External Transfers πŸ’¬ #media-finance-team-channel
⏰ Next run: calculating… Last run: β€”
Quarter:
Send to:
Test
πŸ”’
Quarterly Β· On demand

UMP Lock Announcement

Reads per-channel lock data from the UMP sheet and posts draft messages to the Media Finance channel for review before publishing to channels.

πŸ“‹ UMP Lock Sheet πŸ’¬ Your DM (test mode)
Quarter: Lock: 18 Sep Β· ATB due: 22 Sep
Send to:
Test
πŸ“…
Wed Β· 3pm GMT

iProspect Finance Sync Reminder

Posts a weekly reminder to the Media Finance channel every Wednesday asking the team to update the agenda ahead of the Thursday iPro call.

πŸ“‹ Weekly SF+IP Finance Connect: Agenda / Notes πŸ’¬ #mf-testing-ai-workflow
Send to:
Test
βš–οΈ
On demand

Strategy vs Execution UMP Reconciliation

Compares Briefed Budget (Strategy UMP) against Planned Budget (Execution UMP) across all 9 UMPs. Groups variances by MF owner and flags mismatches.

πŸ“‹ Strategy + Execution UMPs πŸ’¬ Asin Zahir (DM)
Quarter:
Send to:
Test
πŸ”„
Coming soon

PR / CO Status Tracker

Checks Coupa for Purchase Requests and Change Orders under review and posts a status update to the Media Finance channel.

πŸ“‹ Coupa πŸ’¬ #media-finance-team-channel
🧾
Coming soon

Invoice Tracker

Scans open invoices and flags anything overdue or missing a PO number.

πŸ“‹ Invoice Sheet πŸ’¬ #media-finance-team-channel
πŸ€–
Coming soon

AI Procurement Agent

Ingests planning sheets and submits new Purchase Requests and Change Orders directly β€” eliminating manual data migration into Coupa.

πŸ“‹ Planning Sheets β†’ Coupa πŸ’¬ Slack-triggered
Activity Log
--:--:--Ready. Click a workflow to run it.