FINANCE
Quarterly deferred-revenue amendment impact brief to Coda and Teams
Each quarter, aggregates all contract amendments from Stripe, quantifies their net effect on the deferred-revenue waterfall using Snowflake.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly reporting schedule
- ActionPull quarter's amendments from StripeStripe
- ActionQuantify net waterfall impact in SnowflakeSnowflake
- LogicDraft narrative impact brief
- ActionPublish brief to Coda docCoda
- OutputNotify finance leadership in TeamsMicrosoft Teams
What it does
Amendments accumulate quietly across a quarter and collectively reshape future recognition. This workflow gathers every amendment in the period, measures how much each shifted recognized and deferred revenue, and produces a written brief that explains the net movement in plain language for FP&A and leadership.
When to use it
Use it ahead of quarterly business reviews or board reporting when you need to explain why the deferred-revenue forecast changed. It turns scattered amendment events into a single, defensible narrative without an analyst rebuilding the story by hand.
How it works
- 1A quarterly schedule trigger starts the run after the period closes.
- 2It pulls all amendment events for the quarter from Stripe.
- 3It queries Snowflake for the pre- and post-amendment schedules to quantify the net pull-forward, push-back, and total deferred-balance change per amendment.
- 4The agent drafts a narrative brief: headline net impact, the largest movers, and forward recognition changes by quarter.
- 5The brief is written to a Coda doc for FP&A.
- 6A short summary with a link is posted to finance leadership in Microsoft Teams.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect CodaDocs, packs, automations.
- 4Connect Microsoft TeamsChannels, chats, 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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