FINANCE
On-request cohort margin quick-brief triggered by webhook
An inbound webhook with a cohort and date range triggers a focused BigQuery margin pull and emails back a one-paragraph erosion brief.
How it runs
The automated pipeline, trigger to output.
- TriggerInbound webhook with cohort and date rangeHTTP webhook
- LogicValidate payload and resolve comparison period
- ActionRun scoped two-period margin query in BigQueryBigQuery
- ActionWrite one-paragraph erosion brief with OpenAIOpenAI
- OutputEmail brief back to the requesterOutlook
What it does
When another system or a quick form posts a webhook naming a cohort and date range, this workflow runs a scoped BigQuery margin query, compares it to the prior comparable period, and has an LLM write a one-paragraph brief explaining the change and its main driver. The brief is emailed straight to the requester.
When to use it
Use it to put margin reads on tap: wire it to a Slack slash command backend, an internal tool button, or a form so non-analysts can ask for a specific cohort's margin story without pinging the data team or waiting for the monthly cycle.
How it works
- 1An inbound webhook delivers the cohort, date range, and requester email.
- 2A logic step validates the payload and resolves the comparison period.
- 3BigQuery runs the scoped margin query for both periods.
- 4OpenAI writes the one-paragraph erosion brief with the leading driver.
- 5Outlook emails the brief back to the requester.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect BigQueryDatasets, queries, schemas.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect OutlookMail, calendar, contacts.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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