FINANCE
CFO briefing agent for the revenue impact of contract amendments
On request or schedule, an agent gathers the period's amendment-driven recognition changes, explains the net revenue impact in plain language.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled or manual briefing request for a period
- ActionQuery Snowflake for amendment-driven rebuilt schedulesSnowflake
- LogicAggregate net impact and rank top movers
- ActionDraft plain-language impact narrativeOpenAI
- ActionPublish briefing + table to Notion executive pageNotion
- OutputPost highlight and link to leadership SlackSlack
What it does
An agent-driven workflow that turns a week or month of contract amendments into a narrative the CFO can actually read. It collects every recognition schedule that was rebuilt, computes the aggregate uplift or reduction to recognized revenue, identifies the biggest movers, and writes a concise briefing explaining what changed and why — not just a table of numbers.
When to use it
Use it when leadership keeps asking "why did recognized revenue move this period?" and the honest answer is buried in dozens of mid-term amendments. Lets finance answer with a sourced explanation instead of a forensic dig.
How it works
- 1A scheduled or manual trigger starts the briefing for the chosen period.
- 2The agent queries Snowflake for all schedules rebuilt due to amendments in the window.
- 3It aggregates net recognition impact and ranks contracts by dollar movement.
- 4The agent reasons over the drivers (upgrades vs. downgrades vs. timing) and drafts a plain-language briefing.
- 5The narrative plus a supporting summary table is published to a Notion executive page.
- 6A short highlight with the link is posted to the leadership Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect NotionPages, databases, comments.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect OpenAIModels, embeddings, files.
- 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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