AI AGENTS
Quarterly board deck assembler from Snowflake KPIs
On a quarterly schedule, pulls the core KPI set from Snowflake, drafts narrative commentary for each metric.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule at quarter close
- ActionQuery board KPI set + prior quarterSnowflake
- ActionDraft per-metric narrative commentaryOpenAI
- LogicOrder into deck sections, flag threshold breaches
- OutputAssemble structured deck in NotionNotion
- OutputNotify Chairman in SlackSlack
What it does
Builds the recurring quarterly board deck end to end. It queries your warehouse for the metrics the board expects, writes plain-English commentary explaining what moved and why, and lays the whole thing out as a Notion page structured slide-by-slide so the finance lead only has to review, not author.
When to use it
Use it when assembling the board deck eats a week of analyst time every quarter and the narrative is mostly the same shape each time. Best when your source-of-truth KPIs already live in Snowflake and the board reads decks in Notion.
How it works
- 1A quarterly schedule fires at quarter close.
- 2Snowflake returns the board KPI set (ARR, net retention, burn, headcount, pipeline) for the current and prior quarter.
- 3An OpenAI step drafts per-metric commentary, flagging direction, magnitude, and the likely driver.
- 4A logic step orders metrics into the standard deck sections and tags any that breached a threshold.
- 5The deck is written to Notion as a structured, sectioned page.
- 6A Slack note tells the Chairman the draft is ready for review.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 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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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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