FINANCE
Margin-Negative Account Detector with Slack Alert
Joins per-customer COGS in Snowflake against Stripe revenue, computes gross margin per account.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionRead latest per-customer COGS from SnowflakeSnowflake
- ActionFetch trailing-30-day revenue per customer from StripeStripe
- LogicCompute margin and filter to negative/below-threshold accounts
- OutputPost ranked margin-negative alert to SlackSlack
What it does
It finds the accounts that lose you money. Each morning it compares what every customer pays (Stripe) against what they cost to serve (allocated COGS in Snowflake), then surfaces the margin-negative ones in a single Slack message so finance and account owners can act before the next renewal.
When to use it
Run it once you have a per-customer COGS table populated. Ideal for SaaS teams with usage-heavy customers on flat plans, where a few accounts can quietly erase a quarter's margin.
How it works
- 1A daily schedule triggers the check.
- 2It reads the latest per-customer COGS rows from Snowflake.
- 3It pulls each active customer's trailing-30-day net revenue from Stripe.
- 4A logic step computes gross margin (revenue minus COGS) and filters to accounts where margin is below zero or under a configurable threshold.
- 5If any accounts match, it posts a ranked Slack message — worst margin first — with revenue, cost, and margin percentage per account. If none match, it stays silent.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect StripeCustomers, subscriptions, payments.
- 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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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.