FINANCE
Draft a board-ready runway narrative each month
Monthly, pull actuals from Snowflake and the live runway figures from Coda, have an agent draft a plain-English runway narrative explaining the change.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly pre-board schedule
- ActionPull trailing actuals from SnowflakeSnowflake
- ActionRead runway + scenarios from CodaCoda
- ActionAgent drafts runway narrativeOpenAI
- ActionAppend draft to board docCoda
- OutputPost draft to Slack for sign-offSlack
What it does
Once a month this workflow turns raw runway math into a narrative the board can read. It gathers the latest actuals from Snowflake and the current runway figures from your Coda model, then an agent drafts a short write-up: what burn was, how runway moved versus last month, what drove the change, and which scenario the company is tracking. The draft is appended to the board doc in Coda and posted to Slack for the CFO to approve.
When to use it
Use it when you spend hours each month translating spreadsheet deltas into board commentary. Best for finance leads who want a defensible first draft grounded in real numbers rather than writing the runway section from scratch.
How it works
- 1A monthly schedule kicks off ahead of the board meeting.
- 2The workflow pulls trailing actuals from Snowflake.
- 3It reads current runway and scenario figures from Coda.
- 4An agent drafts the narrative, citing the month-over-month burn and runway change.
- 5The draft is written into the board section of the Coda doc.
- 6A review-request with the draft is posted to Slack for CFO sign-off.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect CodaDocs, packs, automations.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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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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.