FINANCE
On-Demand Spend Investigation Agent via Discord Command
Triggered by a finance team member's Discord question, an agent queries BigQuery billing data to investigate the spend, breaks down drivers by service and project.
How it runs
The automated pipeline, trigger to output.
- TriggerDiscord command with spend questionDiscord
- ActionInterpret question and pick billing dimensionsOpenAI
- ActionRun billing queries in BigQueryBigQuery
- LogicCheck if results answer the question or need follow-up
- OutputReply with breakdown in Discord threadDiscord
What it does
When someone in finance asks a spend question in Discord, this agent interprets the request, runs the right BigQuery queries against your billing export, and replies in the same thread with a breakdown of what drove the cost. It handles open-ended questions like "why did compute jump last Tuesday" or "what did project X cost in May" without anyone writing SQL.
When to use it
Use it to give non-technical finance staff self-serve access to billing data. It removes the bottleneck of asking a data engineer for ad-hoc cost breakdowns and keeps the question, the query, and the answer together in one Discord thread for reference.
How it works
- 1A Discord message or slash command in the finance channel triggers the run with the user's question.
- 2The agent interprets the question and decides which billing dimensions to pull.
- 3It runs one or more BigQuery queries to retrieve the relevant spend, grouped by service, project, and time.
- 4A logic step checks whether the results answer the question or need a refined follow-up query.
- 5The agent composes a clear breakdown with dollar figures and likely causes.
- 6The answer is posted back in the originating Discord thread.
Set it up
What you configure once, before turning it on.
- 1Connect DiscordCommunity channels + voice + bots.
- 2Connect BigQueryDatasets, queries, schemas.
- 3Connect OpenAIModels, embeddings, files.
- 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.
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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.
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