FINANCE
Monthly cohort gross-margin erosion one-pager from BigQuery
On the first business day of each month, queries BigQuery for cohort-level gross margin, attributes the largest erosion drivers, and emails a finance-ready exec one-pager.
How it runs
The automated pipeline, trigger to output.
- TriggerFirst business day of month schedule
- ActionQuery cohort revenue, COGS, and margin in BigQueryBigQuery
- LogicKeep cohorts with margin drop above threshold
- ActionDraft exec one-pager with driver attributionOpenAI
- OutputEmail the one-pager to finance leadershipOutlook
What it does
Every month it pulls signup-cohort revenue and cost-of-revenue from BigQuery, computes gross margin per cohort, compares it to the prior month, and ranks which cohorts and cost lines drove the biggest margin decline. An LLM turns the numbers into a tight one-page narrative with the top three erosion drivers, then it lands in the CFO's inbox.
When to use it
Use it when leadership wants a recurring, no-meeting read on whether unit economics are quietly degrading by cohort. Ideal for finance teams who already warehouse billing and COGS data in BigQuery and are tired of hand-rolling the monthly margin deck.
How it works
- 1A schedule fires on the first business day of the month.
- 2BigQuery runs the cohort margin query (revenue, COGS, margin, MoM delta per cohort).
- 3A filter isolates cohorts whose margin fell more than the threshold.
- 4OpenAI drafts the one-pager: headline, driver attribution, and a recommended action.
- 5Outlook sends the formatted brief to the finance distribution list.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 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.
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