FINANCE
Monthly cohort-margin snapshot archived to Airtable for trend history
Captures a monthly BigQuery cohort gross-margin snapshot into a dated Airtable base, building a clean longitudinal record that powers trend charts and audit-ready history.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule with period stamp
- ActionQuery per-cohort margin snapshot in BigQueryBigQuery
- LogicTag period key and compute MoM delta
- ActionAppend immutable snapshot rows to AirtableAirtable
- OutputWrite rollup summary record for dashboardsAirtable
What it does
Once a month it queries BigQuery for gross margin, revenue, and COGS by cohort and writes an immutable dated snapshot row set into Airtable. Over time the base accumulates a month-over-month history per cohort that finance can chart, pivot, or hand to auditors, without ever overwriting prior periods.
When to use it
Use it when you care about the longitudinal record itself: tracking how each cohort's margin ages over many months, feeding Airtable interface charts, or keeping an auditable archive separate from your warehouse.
How it works
- 1A monthly schedule starts the run and stamps the reporting period.
- 2BigQuery returns margin, revenue, and COGS per cohort for the period.
- 3A logic step tags each row with the period key and computes MoM delta against the prior snapshot.
- 4Airtable appends the new snapshot rows as immutable history.
- 5A summary record is written to a rollup table so dashboards stay current.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect AirtableBases, tables, views, automations.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.