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Finance

Payroll Prep Checklist

Payroll day stops being a scramble — hours, time-off, and anomalies gathered into one readiness checklist.

Best forAgencyB2BLocalSaaSServicesStartup
Agents8 required
Duration5-10 minutes

Payroll day scrambles because the inputs live in four places and nobody reconciles them until the deadline. This recipe resolves the pay period, pulls time-off and holidays from the calendar, and reconciles the hours and contractor invoices in your spreadsheet against the roster. Anomaly checks flag unusual hours, missing timesheets, and new vendors before they become payroll mistakes, and per-person totals plus the period cost roll into a payroll journal summary. The output is a readiness checklist with a sign-off box for every open item — nothing runs payroll, but nothing about it is a surprise either. Chase emails for missing timesheets are drafted and staged for approval, never sent unreviewed. Idempotent per pay-period: reruns update the checklist in place, never duplicate a flag or chase a timesheet twice.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Resolve the pay period and payroll date, load the roster mapping and last-run state from memory, and dedupe against flags already raised.

workflow orchestrator
01

Pull time-off and holidays from the calendar inside the pay period, per person.

calendar scanner
01

Pull submitted hours and contractor invoices from the spreadsheet for the period.

data analyst
02

Reconcile hours against the roster: missing timesheets, mismatched totals, and people on the roster with no hours listed.

reconciliation checker
02

Flag anomalies — unusual hours patterns, new vendors, out-of-pattern invoices — each with the specific reason.

expense classifier
02

Compute per-person totals and the period payroll cost, adjusted for time-off and holidays.

data analyst
03

Draft the readiness checklist with a sign-off box per open item, plus the payroll journal summary.

document writer
04

Stage the checklist for one-click approval; on approval, archive it to docs, stage the chase emails for missing timesheets, and return receipts.

distributor
04

Assemble the summary: readiness state, open items by type, and the in-hub footer when connections are missing.

report formatter

Required Agents

8
  • workflow-orchestrator
  • calendar-scanner
  • expense-classifier
  • data-analyst
  • reconciliation-checker
  • document-writer
  • distributor
  • report-formatter

Connections

Required

gmailgooglegoogledocsgooglesheets

Optional

googledocsgmail

What it does

  • Time-off and holidays pulled from the calendar for exactly the pay period
  • Hours and contractor invoices reconciled against the roster from your spreadsheet
  • Missing timesheets, unusual hours, and new vendors flagged before payroll runs
  • Per-person totals and the period payroll cost computed and checked
  • Readiness checklist with a sign-off box for every open item
  • Payroll journal summary attached for the finance review
  • Chase emails for missing timesheets staged for approval — nothing sends unreviewed
  • Idempotent per pay-period — reruns update in place, never duplicate

Example prompt

Prep the checklist for the March 15 payroll — pull time-off, reconcile hours against the roster, and flag anything off before we run it.

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