FINANCE
On-demand margin-erosion attribution deck for the board
Chat-triggered agent that investigates gross-margin erosion across BigQuery cohorts, decomposes the drivers iteratively, and assembles a narrated board-ready section in Notion.
How it runs
The automated pipeline, trigger to output.
- TriggerChat request with quarter and segment scope
- ActionRun iterative BigQuery price/mix/cost queriesBigQuery
- LogicDecide if variance is explained or drill deeper
- ActionCompose margin bridge and narrativeOpenAI
- OutputWrite attribution section to Notion board pageNotion
What it does
When a finance lead asks for a margin write-up, an agent queries BigQuery, decomposes the erosion into price, mix, and cost effects, and keeps drilling until the variance is explained. It then writes a structured, board-ready attribution section, including a clear bridge from last quarter's margin to this quarter's, into a Notion page.
When to use it
Use it ahead of board or QBR prep when you need more than a single query, an actual investigation that follows the numbers wherever the erosion leads and produces defensible narrative, not just a table.
How it works
- 1A chat request kicks off the agent with the quarter and segment in scope.
- 2The agent runs iterative BigQuery queries to isolate price, mix, and cost contributions.
- 3A reasoning step decides whether the variance is fully explained or needs another drill-down.
- 4OpenAI composes the margin bridge and narrative.
- 5The finished attribution section is written to a Notion board-prep page.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 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.