FINANCE
Margin Watch-List to Pricing-Review Tasks in Airtable
Identifies customers whose gross margin slipped below target for two consecutive weeks.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionRead trailing-weeks COGS from SnowflakeSnowflake
- ActionFetch revenue per customer from StripeStripe
- LogicFlag accounts below margin target two weeks running
- ActionUpsert pricing-review record per account in AirtableAirtable
- OutputResolve records for recovered accountsAirtable
What it does
It turns margin data into an actionable queue. Rather than just alerting, it tracks which accounts have been below their margin target for a sustained window and maintains one Airtable record per account — with current margin, cost, revenue, and a status field — so revenue ops can systematically work through pricing renegotiations.
When to use it
Use it when alerts aren't enough and you need ownership and follow-through on at-risk accounts. Ideal for teams that run quarterly pricing reviews and want a living list instead of a one-off Slack ping.
How it works
- 1A weekly schedule triggers the review.
- 2It reads the trailing weeks of per-customer COGS from Snowflake and revenue from Stripe.
- 3A logic step computes margin and flags accounts below target for two consecutive weeks (the persistence rule that separates real problems from blips).
- 4For each flagged account it upserts an Airtable record — creating new ones and refreshing the metrics on existing ones — without duplicating.
- 5Accounts that recover above target get their status moved to resolved.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect StripeCustomers, subscriptions, payments.
- 3Connect AirtableBases, tables, views, automations.
- 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.