DecionisAuto-gate payments, refunds & automations; exceptions go to Microsoft Teams
Overview
Review
Catch a bad refund or payment before it goes out
Start here
Your workspace is connected. Connect a workflow so real refunds, payments, and approvals show up here before they execute.
1
Connect Power Automate
Turn on the Power Automate connector so finance workflows ask Decionis before they execute.
2
Send a test action
Trigger a refund, payment, or approval flow to see the decision before it runs.
3
See the verdict
You get a signed Decision Dossier with verdict, risk, reason, and policy in the Dossiers tab.
Test the Teams botIn the team channel where Decionis is installed, type @Decionis pending. Pass when the card reports No pending approvals or the live pending count. To create a safe test item without connecting a workflow, open Dossiers and run the signed refund check; a zero-item queue before that is valid.Interactive Approve/Reject cards turn on after the Decionis bot is added to this team. Decision records remain available on the Dossiers tab either way.
What you get before a finance approval runs
Sample
ActionStripe refund request — ACME Corp — $18,400The refund exceeds the $10,000 approval threshold, so finance review is required before execution.Next step: CFO approval is required before the refund processes.
Outcome
ESCALATED
Policy: refund_policy_v4
Workspace status
Workspace
Opening…
Signed in as
Microsoft account
Rules
Sample ready
Connected workflows
None yet — enable Power Automate in Settings
What you get
1
Workflow asks firstA refund, vendor payment, discount, or approval starts in Power Automate or a connected system.
2
Rules decideThe amount, vendor, policy version, and approval path are evaluated before the workflow continues.
3
Proof appears hereApproved automatically, escalated to a reviewer, or stopped: the signed record is on the Dossiers tab.
See it catch a bad action — in 4 steps
1. Open it
Start here
Install Decionis to a Teams team/channel. You land in the right workspace automatically through your Microsoft sign-in.
2. Control
Next
Confirm your workspace, policy gate, Teams delivery, and Power Automate connector before a workflow runs.
3. Review
Review
Review a sample approval or live finance action. Decionis pauses the workflow until policy returns a verdict.
4. Decide
Evidence
Approve, reject, escalate, or delay with the signed Decision Dossier and verification reference in view.
Finance Collaboration in Teams + Power Automate | Decionis