FINANCE
Agent That Reads a Salesforce Amendment and Drafts the Corrected Recognition Schedule
When an opportunity amendment closes in Salesforce, an agent reads the contract changes, drafts a corrected deferred-revenue schedule with reasoning notes.
How it runs
The automated pipeline, trigger to output.
- TriggerAmendment closed on Salesforce opportunitySalesforce
- ActionPull opportunity, line items, prior scheduleSalesforce
- LogicAgent drafts corrected schedule with rationale
- ActionStage draft schedule in SnowflakeSnowflake
- OutputPost rationale and schedule to MS TeamsMicrosoft Teams
What it does
Amendments often carry non-mechanical terms — partial credits, blended new-rate effective dates, ramped pricing — that a fixed formula handles poorly. This agent interprets the amended Salesforce opportunity, decides the correct recognition treatment, drafts the revised schedule with a written rationale, and routes it for review.
When to use it
Use it when amendments are nuanced enough that you want a reasoning step, not just straight-line math, and you want each schedule change to carry an explanation auditors can read. Good for teams with ramped or multi-element contracts amended mid-term.
How it works
- 1A closed amendment on a Salesforce opportunity triggers the run.
- 2The agent pulls the opportunity, its line items, and the prior booked schedule.
- 3It determines the correct recognition treatment for the change and drafts a corrected month-by-month schedule with notes on each judgment.
- 4The draft schedule is written to a Snowflake staging table marked pending review.
- 5A concise rationale and the new schedule are posted to MS Teams for the revenue lead to confirm.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 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 this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.