FINANCE
New Contract Recognition Schedule Review Agent
When a new or amended contract lands in BigQuery, an agent reviews its recognition schedule for timing risks against policy and similar deals.
How it runs
The automated pipeline, trigger to output.
- TriggerNew or amended contract appears in BigQueryBigQuery
- ActionAgent pulls terms and proposed scheduleOpenAI
- ActionCompare to policy and similar contractsBigQuery
- LogicGate: clean vs. needs review
- OutputPost review brief to controller in TeamsMicrosoft Teams
What it does
Reviews the revenue-recognition schedule on each newly booked or amended contract before it drives the ledger. An agent checks the schedule's timing assumptions against recognition policy and comparable contracts, flags front-loading, ramp, or term mismatches, and routes a reviewable brief to the controller.
When to use it
Use it for deal desk and controllership teams that want a recognition sanity check at contract intake, catching timing errors at the source instead of unwinding them at close.
How it works
- 1A new or updated contract row in BigQuery triggers the workflow.
- 2The agent pulls the contract terms and its proposed recognition schedule.
- 3It compares the schedule against recognition policy and similar historical contracts to detect timing risks.
- 4A logic gate decides whether the schedule is clean or needs controller review.
- 5For flagged contracts, the agent drafts a review brief and posts it to the controller in Microsoft Teams for sign-off.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Microsoft TeamsChannels, chats, files.
- 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.