Proposal signed → kickoff

When a proposal is signedPandaDoc · document.completed

trigger

Download signed PDFPandaDoc

avg 0.2s

Read the scopeClaude · client, total, deposit, terms

avg 1.1s

Check the numbers4 rules · stops the run if any fail

1 stop

deposit ≥ $10,000 ?

no · 39 runs

Send deposit invoiceStripe · auto-send

retry 3×

yes · 2 runs

Ask Sam to approveSlack DM · waits up to 24h, then invoice

Create projectNotion · template "Website project"

avg 0.4s

Post kickoffSlack · new channel #client-name

avg 0.3s

Send deposit invoice

Stripe · connected as billing@pineandoak.studio

Customer

find or create by scope.contact

Amount

scope.total×scope.deposit_pct÷ 100

Line item

"Deposit, scope.title (scope.deposit_pct%)"

Due

today + scope.net_days days

Number

PO-next_invoice_no

Safety

Idempotency key per runa retry can never create a second invoice

Retry on 5xx and timeouts3 attempts · 0.5s, 2s, 8s backoff · then pause run

If paused, tell #opsmessage includes the run link and the failing request

Test this step

Acme Studio proposal · Oct 7$2,400 · due Oct 22

Halden & Co. proposal · Oct 7blocked by check

History

v7Added approval branch for deposits over $10kSam · Oct 2

v6Due date uses net_days from the proposalSam · Sep 18

v5Kickoff channel named after clientAva · Sep 3