FINANCE
Route deferred-revenue catch-up entries for approval before posting
When an amendment produces a recognition catch-up above a materiality threshold, this agent drafts the proposed schedule change, requests controller approval in Microsoft Teams.
How it runs
The automated pipeline, trigger to output.
- TriggerStripe contract amendment eventStripe
- ActionRecompute proposed waterfall and catch-upSnowflake
- LogicBranch on materiality threshold
- ActionRequest controller approval in TeamsMicrosoft Teams
- ActionOn approval, write schedule to SnowflakeSnowflake
- OutputConfirm posting or log rejection in TeamsMicrosoft Teams
What it does
Some amendments create a large one-time catch-up — for example, a mid-term term extension that pulls forward or pushes back recognition. Posting that automatically can misstate the period. This workflow puts a human gate in front of material catch-ups: it drafts the recompute, routes it for approval, and posts only on sign-off.
When to use it
Use it when your controls require controller approval for revenue adjustments over a materiality threshold but you still want amendments handled quickly. It blends automated recompute with a clean approval trail.
How it works
- 1A Stripe amendment event triggers the workflow.
- 2The agent recomputes the proposed waterfall and the resulting catch-up amount against the current Snowflake schedule.
- 3A logic step checks the catch-up against the materiality threshold. Below threshold, it posts directly; at or above, it requests approval.
- 4For material changes it posts an approval request to the controller in Microsoft Teams with old vs new schedule and the catch-up figure.
- 5On approval, it writes the new schedule rows to Snowflake and confirms; if rejected, it logs the decision and leaves the schedule untouched.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect Microsoft TeamsChannels, chats, 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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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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