FINANCE
Quarterly Vendor Price Creep Report
Each quarter it computes per-unit price changes by vendor from BigQuery, identifies vendors quietly raising rates.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule starts the run
- ActionPull per-unit price by vendor and periodBigQuery
- LogicCompute creep and filter over tolerance
- ActionDraft ranked price-creep narrativeOpenAI
- ActionPublish report to procurement workspaceCoda
- OutputPost top offenders to SlackSlack
What it does
This workflow detects silent rate increases. Each quarter it pulls per-unit pricing by vendor from BigQuery, compares it against prior periods to compute price creep, and publishes a ranked report in Coda highlighting vendors whose effective unit prices rose without a corresponding usage change.
When to use it
Use it when vendors raise prices in small increments that escape line-by-line review but compound over a year. It gives procurement an annual ammunition list of who quietly got more expensive and by how much.
How it works
- 1A quarterly schedule starts the run.
- 2BigQuery returns per-unit price by vendor for the current and prior comparison periods.
- 3A logic step computes price creep and filters to vendors whose unit price rose beyond a tolerance.
- 4OpenAI drafts the report narrative ranking the worst offenders with the percentage increase.
- 5Coda publishes the price-creep report to the procurement workspace.
- 6Slack posts the top offenders so the team sees them without opening the doc.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
More Finance workflows
Month-End Uncoded Spend Chaser via Snowflake to Slack
On a month-end schedule, queries Snowflake for unaccrued or uncoded expenses, groups them by department owner.
Receipt Upload OCR Policy Check with Manager Escalation
When an employee drops a receipt into a Drive folder, it extracts the line items, checks them against expense policy.
Weekly Proration Anomaly Audit to Notion
Each week it aggregates all flagged proration discrepancies from Snowflake, scores them against anomaly thresholds, and publishes a finance-ready audit page in Notion with totals.
Accrual Chase Board in Monday with Per-Owner Tasks
On a schedule it reads open uncoded expenses from Snowflake and creates or updates a Monday item per department owner.
Detect Mid-Cycle Plan Change Mischarges and Queue Credit Memos
Listens for Stripe subscription plan changes, recomputes the correct prorated amount.
Draft and Send Proration Over-Billing Correction Emails
For each confirmed over-billing credit, an agent drafts a clear, customer-specific apology email explaining the proration error and the credit applied.
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.