AI AGENTS
Board deck fact-check gate before publish
When a board deck draft is marked ready in Notion, re-queries every cited number against Snowflake, flags any figure that no longer matches.
How it runs
The automated pipeline, trigger to output.
- TriggerDeck marked 'ready' in NotionNotion
- ActionExtract cited metrics + claimed valuesOpenAI
- ActionRe-query live values from warehouseSnowflake
- LogicCompare claimed vs live, isolate mismatches
- OutputApprove in Notion or report discrepancies to SlackSlack
What it does
Acts as the numbers gatekeeper before a deck goes to the board. It extracts every figure cited in the draft, re-runs each against the live warehouse, and compares. If everything ties out it marks the deck approved; if anything drifted since the draft was written, it blocks publish and reports exactly which numbers are stale and by how much.
When to use it
Use it when decks get edited over several days and a number quietly goes out of date, or when manual figures crept in. It catches the embarrassing wrong-number-in-front-of-the-board failure.
How it works
- 1Marking the deck 'ready' in Notion triggers the run.
- 2OpenAI extracts each cited metric and its claimed value from the deck.
- 3Snowflake re-queries the live value for every cited metric.
- 4A logic step compares claimed versus live and isolates mismatches beyond rounding.
- 5If clean, the deck is marked approved in Notion; otherwise a discrepancy report goes to Slack and approval is withheld.
Set it up
What you configure once, before turning it on.
- 1Connect NotionPages, databases, comments.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SnowflakeWarehouses, queries, shares.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.

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