FINANCE
Monthly Unit-Economics Brief to Notion
An agent that reads the month's Snowflake COGS and Stripe revenue, writes a narrative unit-economics review — margin trend, top cost drivers, watch-list accounts — and publishes…
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule after close
- ActionQuery month COGS by segment from SnowflakeSnowflake
- ActionPull revenue + plan data from StripeStripe
- LogicReason over margin trend, drivers, and watch-list accounts
- OutputPublish formatted brief as a Notion pageNotion
What it does
It produces the monthly unit-economics story, not just the numbers. The agent pulls the closed month's per-customer COGS and revenue, computes blended and per-segment gross margin, identifies which accounts and cost drivers moved the needle, and writes a readable brief that finance can take straight into a board or leadership review.
When to use it
Use it at month-end close when someone usually spends hours hand-assembling a margin deck. Best once the COGS allocator and revenue data are reliable for the period.
How it works
- 1A monthly schedule fires after close.
- 2The agent queries Snowflake for the month's per-customer COGS and aggregates by segment.
- 3It pulls matching revenue and plan data from Stripe.
- 4It reasons over the joined data to find margin trend, the largest cost drivers, and accounts that flipped onto the margin watch-list.
- 5It drafts a structured narrative with tables and commentary.
- 6It publishes the brief as a new dated Notion page in the finance space.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect StripeCustomers, subscriptions, payments.
- 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 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.