Review expenses from a form
Starts when someone submits the form across Microsoft Teams and PostgreSQL, pauses on a Wait node until it is time to continue, then branches on the check before anything is written. Built for reconciliation, around a "Prepare Approval Packet" step, in 9 documented nodes.
Review expenses with Microsoft Teams and PostgreSQL 24/7. An original, ready-to-import n8n workflow built around the 'Approval Workflow' pattern for finance & banking. It starts from a form and orchestrates 9 nodes across Microsoft Teams, PostgreSQL. Retry-on-fail is enabled on external calls. Import the JSON, add your credentials, and adapt the parameters. Nothing slips through the cracks.
Key benefits
- ✓Keeps Microsoft Teams and PostgreSQL in step for reconciliation, without anyone re-typing a row
- ✓A failed Microsoft Teams or PostgreSQL call is retried rather than dropped, at any of the 9 nodes in this reconciliation build
- ✓Branches rejoin before Microsoft Teams, so a reconciliation run reports once rather than 9 times
- ✓The pause before Microsoft Teams is durable — a reconciliation run survives a restart
- ✓Pinned sample data ships with it — run all 9 nodes for reconciliation before wiring Microsoft Teams
Use cases
- →Teams keeping Microsoft Teams and PostgreSQL aligned by hand for reconciliation
- →Reconciliation sequences that run over days and must survive a restart before Microsoft Teams
- →Intake checked for completeness before it is stored in Microsoft Teams, for reconciliation
- →Reconciliation work where "Prepare Approval Packet" is still a manual step before Microsoft Teams
Integrations
Workflow preview (9 nodes)
The template's actual node layout and connections. Node parameters and credential slots unlock with the download.
What's inside (9 nodes)
A look at the node types this workflow uses. No purchase required — full parameters and credentials are yours after you buy.
From download to running in 3 steps
- 1Import. In n8n, open Workflows → menu → “Import from File” and pick the downloaded JSON.
- 2Connect. Add your own credentials on the app nodes - n8n highlights exactly which ones need them.
- 3Activate. Run it once to test, then toggle Active. The automation is live.
What you'll learn
Foundation levelA starter-sized build - small enough to hold in your head while you learn the pattern.
- •Pausing a workflow on a Wait node until a human decides
- •Embedding a resume URL so approving is one click
- •Branching cleanly on approve versus decline
Every node carries its own documentation on the canvas, plus notes explaining why the architecture was built this way, a credential setup guide, troubleshooting, and three practice exercises. Sample data comes pinned to the trigger, so you can hit Execute and watch data flow before connecting a single account.
Common questions
What exactly do I get?
The complete, ready-to-import n8n workflow as a JSON file, delivered instantly after download. Import it into your own n8n (cloud or self-hosted), add your credentials, and it runs.
How do I import it into n8n?
In n8n, open Workflows, click the three-dot menu, choose “Import from File”, and select the downloaded JSON. Then connect your own app credentials on the highlighted nodes.
Do I need anything else for it to work?
You need your own n8n instance and accounts/credentials for the apps this workflow connects to (Microsoft Teams, PostgreSQL). No coding is required.
What if it doesn't work for me?
If the file is faulty, won't import, or isn't as described, contact us within 7 days and we'll fix it or refund you - see our refund policy.
Can I modify or resell it?
You can freely adapt and use it in your own or your clients' projects. Reselling or redistributing the template file itself is not permitted.
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