FINANCE
Monthly Budget Burn-Rate Forecast from BigQuery to Discord
Each week projects month-end cloud spend from current BigQuery burn rate, compares it to the budget.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionPull MTD spend, burn rate, and top servicesBigQuery
- LogicProject month-end and classify variance band
- ActionWrite forecast narrativeOpenAI
- OutputPost forecast to finance DiscordDiscord
What it does
This workflow answers "are we going to blow the budget this month?" before the invoice arrives. Weekly it sums month-to-date spend from BigQuery, extrapolates to a month-end projection using the current daily burn rate, compares the projection to your set budget, and posts a narrated forecast naming the services driving the trajectory.
When to use it
Use it when you commit to a monthly cloud budget and want early warning rather than an end-of-month surprise. It is ideal for finance partners who report to leadership and need a defensible projection with named cost drivers, not just a raw number.
How it works
- 1A weekly schedule triggers the forecast.
- 2A BigQuery query returns month-to-date spend, daily burn rate, and the top services by spend.
- 3A logic step projects month-end spend and computes the variance against the configured budget.
- 4The branch tags the run as on-track, at-risk, or over-budget based on the variance band.
- 5OpenAI writes the forecast narrative with the projected total, variance, and main contributors.
- 6The forecast posts to the finance Discord channel.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect DiscordCommunity channels + voice + bots.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Finance workflows
Expense Submission Webhook Instant Triage and Routing
Receives each expense submission via webhook the instant it's filed, classifies it as in-policy, needs-review, or hard-violation, and routes it to auto-approval.
Monthly Vendor Spend Anomaly Brief for Finance Leads
Once a month, an agent analyzes the full expense ledger for vendor and category spend anomalies, drafts a narrative brief with the top outliers and likely causes.
Accrual Chase Board in Monday with Per-Owner Tasks
On a schedule it reads open uncoded expenses from Snowflake and creates or updates a Monday item per department owner.
Detect Annual-to-Monthly Downgrade Refunds Owed
Catches subscriptions switched from an annual term to monthly partway through the prepaid year, computes the unused prepaid balance owed back.
Detect Mid-Cycle Plan Change Mischarges and Queue Credit Memos
Listens for Stripe subscription plan changes, recomputes the correct prorated amount.
Overdue Accrual Escalation Emails to Owners and Managers
On a schedule it flags uncoded spend that has stayed open past the chase deadline and emails each delinquent owner via Gmail.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.