FINANCE
Monthly SaaS Spend Digest by Budget Owner
On a monthly schedule, aggregates all SaaS subscription charges from BigQuery, groups them by budget owner, and emails each owner a personalized breakdown of their tools.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule on first business day
- ActionPull two months of SaaS charges from BigQueryBigQuery
- ActionLoad owner and budget mapping from AirtableAirtable
- LogicGroup by owner, compute deltas and over-budget flags
- ActionEmail each owner their personalized digestGmail
- OutputWrite per-owner summary to AirtableAirtable
What it does
Runs once a month, pulls the full SaaS charge history from BigQuery, joins it to the owner and budget mapping in Airtable, and sends each budget owner a tailored email digest. The digest lists their subscriptions, total spend, month-over-month delta per tool, and which categories ran over their allocated budget.
When to use it
When you want recurring spend accountability without a manual spreadsheet pull every month. Ideal for giving department heads a clear, owner-scoped view of what they're paying for so they can spot stale tools and renegotiate before renewal.
How it works
- 1A monthly schedule fires on the first business day.
- 2BigQuery returns the prior month's SaaS charges plus the month before for comparison.
- 3The flow loads the owner-to-vendor and budget mapping from Airtable.
- 4A logic step groups charges by owner and computes per-tool deltas and over-budget flags.
- 5For each owner, an email is composed and sent via Gmail with their personalized breakdown.
- 6A summary row per owner is written back to Airtable for the running record.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect GmailRead, draft, send, label.
- 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
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.