FINANCE
CEO narrative brief on cohort margin erosion
An agent pulls eroding cohorts from BigQuery, investigates likely drivers across order and discount data, and writes a plain-English executive brief delivered by email.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule after quarter close
- ActionQuery BigQuery margin trends and driver slicesBigQuery
- LogicAttribute likely drivers and rank by impactOpenAI
- ActionDraft plain-English executive briefOpenAI
- OutputEmail brief to leadership distribution listGmail
What it does
This agent-driven workflow goes beyond flagging numbers. It pulls cohorts with eroding gross margin from BigQuery, reasons over discount levels, COGS shifts, and product mix to hypothesize why each cohort is decaying, then writes a concise executive brief in plain language and emails it to leadership.
When to use it
Use it when leadership wants the so-what, not a spreadsheet. Instead of a raw alert, you get a narrative that names the eroding cohorts, ranks them by impact, and proposes the most likely causes for each, ready to discuss in a margin review.
How it works
- 1A scheduled trigger runs after quarter close.
- 2The agent queries BigQuery for cohort margin trends and pulls supporting slices for discounting, COGS, and product mix.
- 3It reasons over the slices to attribute likely drivers to each eroding cohort and ranks them by margin-dollar impact.
- 4It drafts an executive brief summarizing findings, causes, and suggested next steps.
- 5The brief is emailed to the leadership distribution list via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.