FINANCE
Quarter-Close Deferred Revenue Cohort Variance Notion Brief
At quarter close, queries BigQuery for deferred revenue roll-forward by booking cohort, has OpenAI explain timing shifts in burn-down vs. plan.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarter-end close schedule fires
- ActionQuery deferred revenue roll-forward by cohortBigQuery
- LogicCompare burn-down to plan, tag shifts
- ActionDraft cohort narrativeOpenAI
- OutputPublish brief to Notion close pageNotion
What it does
Builds a quarter-close deferred revenue brief organized by booking cohort. It shows the deferred balance roll-forward (opening, additions, recognized, closing) per cohort and explains where recognition is burning down faster or slower than the original schedule implied.
When to use it
Run it at quarter-end when the controller and FP&A need a cohort view to defend the deferred balance and explain timing-driven swings to auditors or the board.
How it works
- 1A quarter-end schedule starts the workflow.
- 2BigQuery returns the deferred revenue roll-forward grouped by booking cohort and product line.
- 3A logic step compares each cohort's actual burn-down against its planned schedule and tags accelerations and deferrals.
- 4OpenAI drafts a narrative: which cohorts drove the closing balance and why timing diverged.
- 5The structured brief, with the roll-forward table, is published to the controller's Notion close page.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 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 this workflow in your colony.
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