FINANCE
Draft a Board-Ready Runway Narrative Each Month
An agent pulls the latest actuals and burn drivers, writes a plain-English runway narrative explaining what changed and why, saves it to Coda, and shares a summary in Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule after close
- ActionQuery Snowflake actuals and expense-category deltasSnowflake
- LogicAgent identifies top burn drivers and runway delta
- ActionSave board narrative as a Coda pageCoda
- OutputPost headline and doc link to SlackSlack
What it does
Turns raw runway numbers into the short written narrative a board actually reads. The agent gathers cash, burn, and the biggest line-item movements, then explains the change month over month: what drove burn up or down, how runway shifted, and which assumptions the projection rests on.
When to use it
Use this when your numbers are solid but writing the monthly finance commentary still eats an afternoon. It produces a first draft your operator edits rather than authors from scratch.
How it works
- 1A monthly schedule triggers after close.
- 2The agent queries Snowflake for actuals and the largest expense-category deltas.
- 3It reasons over the changes to identify the top burn drivers and the runway delta.
- 4It drafts a narrative: headline runway, what moved, and stated assumptions.
- 5Save the full narrative as a new Coda page and post the headline plus a doc link to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect CodaDocs, packs, automations.
- 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.