FINANCE
RevRec Variance Threshold Alert to Slack
Runs a daily BigQuery check for contracts whose recognized revenue drifts from schedule beyond a dollar or percentage threshold.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionPull recognized vs. scheduled per contractBigQuery
- LogicFilter to threshold breaches only
- ActionSummarize flagged contractsOpenAI
- OutputPost alert to finance Slack channelSlack
What it does
Catches revenue-recognition timing drift early instead of at close. Each day it checks recognized-vs-scheduled revenue per active contract and surfaces only the contracts that breach a materiality threshold, so the finance team can fix postings before they pile up.
When to use it
Use this between closes when you want a lightweight tripwire on recognition accuracy. It is ideal for teams with high contract volume where a single bad schedule can quietly distort the period.
How it works
- 1A daily schedule triggers the run.
- 2BigQuery returns each active contract's recognized amount and scheduled amount for the current period.
- 3A logic filter keeps only contracts where the variance exceeds the configured dollar or percent threshold.
- 4If nothing breaches, the run ends silently; otherwise OpenAI writes a short summary of each flagged contract and the suspected reason.
- 5The alert posts to the finance Slack channel with contract IDs and variance amounts.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 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.
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