FINANCE
Approval-gated recognition recompute for amended contracts in Notion
When a contract amendment is marked approved in a Notion finance tracker, recompute the revenue-recognition waterfall and write the new schedule plus a human-readable…
How it runs
The automated pipeline, trigger to output.
- TriggerNotion amendment row status set to ApprovedNotion
- LogicConfirm transition into Approved status
- ActionFetch amendment terms (Notion) + prior schedule (Snowflake)Snowflake
- LogicRecompute waterfall from effective date
- ActionPersist new schedule to SnowflakeSnowflake
- OutputWrite before/after + new waterfall to Notion pageNotion
What it does
Treats a Notion finance tracker as the system of record for contract amendments. When a row's status flips to Approved, the flow recomputes that contract's deferred-revenue waterfall and posts both the new period-by-period schedule and a before/after comparison back into the Notion page, so revenue accountants review the impact inside the tool they already work in.
When to use it
Use it when amendment review is a manual approval step and you want recognition recalculated only after sign-off — not on every raw Stripe ping. Good for teams whose deal desk lives in Notion.
How it works
- 1A Notion database change triggers when an amendment row is set to Approved.
- 2A filter confirms the status transitioned to Approved (not another edit).
- 3The flow fetches the amendment terms from the Notion record and the prior schedule from Snowflake.
- 4It recomputes the remaining recognition waterfall from the amendment effective date.
- 5The new schedule is persisted to Snowflake.
- 6A before/after table and the new waterfall are written back into the Notion page as the audit trail.
Set it up
What you configure once, before turning it on.
- 1Connect NotionPages, databases, comments.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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