FINANCE
Monthly board-deck runway page with department burn breakdown
On the first business day of each month, breaks down burn by department from BigQuery, charts the trend, and assembles a board-ready runway page in Coda with prior-month deltas.
How it runs
The automated pipeline, trigger to output.
- TriggerFirst-business-day-of-month schedule fires
- ActionQuery month-end cash and burn by department from BigQueryBigQuery
- LogicCompute prior-month deltas and runway change
- ActionGenerate stacked department-burn chartImage generation
- ActionWrite the board-deck runway page in CodaCoda
- OutputEmail the board-prep owner the Coda link via OutlookOutlook
What it does
Once a month it builds the runway section of the board deck. It pulls month-end cash and segments burn by department from BigQuery, charts the department mix and total burn trend, and writes a structured Coda page with this month's runway, the change versus last month, and a narrative on what moved.
When to use it
For finance teams that rebuild the same board-deck runway slide every month by hand. Use it to standardize the page, keep the department cut consistent, and free up close week for analysis instead of formatting.
How it works
- 1A schedule fires on the first business day of the month.
- 2It queries BigQuery for month-end cash and burn grouped by department.
- 3It compares the figures to the prior month to compute deltas and runway change.
- 4It generates a stacked department-burn chart for the trailing months.
- 5It writes a Coda board page with the runway headline, department table, deltas, and embedded chart.
- 6It emails the board-prep owner via Outlook with the Coda link, flagging the page is ready for review.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect Image generationManaged Nano Banana image renders, metered per image.
- 3Connect CodaDocs, packs, automations.
- 4Connect OutlookMail, calendar, contacts.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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