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Email Card Charge Exceptions

Email the policy owner about settled card charges with policy violations

Use this Agent instantly or customize it - no programming needed

Email policy owners about flagged card charges
Reads
  • settled charge notice
    settled charge notice

    Your settlement notice identifies the charge and helps prevent duplicate emails.

  • card charge
    card charge

    Your card charge shows the purchase details and any recorded policy violations.

  • policy owner's email address
    policy owner's email address

    You choose the policy owner's address for exception emails.

  • violation types
    violation types

    You choose which recorded violations warrant an email; all types apply by default.

Company card platform
Company card platform

Your company card platform alerts you when charges settle and shows their recorded policy violations.
Fetch the settled charge and its recorded violations
Has this notice or charge violation already been handled?YesNo
Skip the duplicate
Is this a refund, reversal, or charge without a positive settlement amount?YesNo
Skip the nonpurchase charge
Does the charge lack a recorded violation of a chosen type?YesNo
Skip the charge without a chosen violation
Email the owner the charge details and recorded violation
Writes
  • policy exception email
    policy exception email

    Your policy owner receives the charge details and recorded violation for review.

Work email service
Work email service

Your work email service sends the policy owner an email with the charge details and violation reason.
Work email service

This Agent waits for a company card charge to settle. Then it checks for your chosen policy violations and emails the owner when one matches. The owner gets the charge details and recorded reason for review.

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Made for your industry

Email Card Charge Exceptions is made for businesses in these industries.

Made for your role

Email Card Charge Exceptions is made for people in these roles.

Made for your department

Email Card Charge Exceptions is made for people in these departments.

  • Finance

    Email Finance policy owners about settled card charges with recorded violations.

    Show all Agents for the Finance department

How Email Card Charge Exceptions works

3 steps, in order, on every run.

  1. Read the settled chargeFetch the charge after settlement and read its amount and recorded policy violations.
  2. Check the policy violationMatch the recorded violation against the types you chose. Skip refunds, reversals, and charges without a positive settlement amount.
  3. Email the policy ownerSend an email to your chosen policy owner with charge details and the recorded violation. Include the transaction ID if the merchant or cardholder is missing.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Microsoft Outlook or Airtable.

24 tools
Set your rules
  • Choose the policy owner's email address and connect the mailbox used to send exception notices.
  • Subscribe to settled card transaction notifications and grant read access to card transactions.
  • Choose which recorded policy violation types warrant an email; include all types by default.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Email Card Charge Exceptions:

Which policy violations trigger an email?

You choose the violation types during setup. By default, your policy owner hears about every recorded type.

Will refunds or reversals trigger an email?

No. Your policy owner gets an email only for positive, settled purchases with a chosen violation. Refunds and reversals do not qualify.

What details will the policy owner get?

Your policy owner gets the cardholder, merchant, amount, currency, and recorded violation. If a name is missing, the email uses the transaction ID and available details.

Do I need to connect my email?

Yes. You choose the policy owner's address and connect the mailbox that sends exception notices.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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