FINANCE
Auto-open Linear issues for eroding cohorts
When a BigQuery check finds a cohort whose gross margin breaches the erosion threshold, it opens a Linear issue with the cohort's margin trend and assigns it to the finance…
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule after quarter close
- ActionQuery BigQuery cohort margin trendBigQuery
- LogicKeep threshold breaches, dedupe open issues
- ActionCreate assigned Linear issue per eroding cohortLinear
- OutputPost summary of created issues to SlackSlack
What it does
Detects cohorts in BigQuery whose gross margin has eroded past a defined threshold and turns each one into an actionable Linear issue. The issue carries the cohort id, its margin trajectory, and a suggested investigation checklist, so erosion becomes tracked work rather than a number in a dashboard.
When to use it
Use it when margin alerts keep getting noticed but not acted on. Routing each eroding cohort into Linear gives every decay a ticket, an owner, and a status, closing the loop between detection and remediation.
How it works
- 1A scheduled trigger runs after quarter close.
- 2A BigQuery query returns per-cohort gross margin for the trailing quarters.
- 3A logic step keeps only cohorts breaching the erosion threshold and dedupes against cohorts that already have an open issue.
- 4For each new offender, a Linear issue is created with the trend, threshold breached, and a checklist, labeled and assigned to the finance triage team.
- 5An output step posts a one-line summary of issues created.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect LinearIssues, projects, cycles, triage.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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