FINANCE
Quarterly SaaS Spend Anomaly Board Report
Each quarter, analyzes the full SaaS spend dataset in BigQuery for outliers and trend breaks, drafts a narrative board-ready summary of where money moved and why.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule
- ActionPull four quarters of spend from BigQueryBigQuery
- LogicDetect anomalies, movers, new and dropped vendors
- ActionDraft board-ready spend narrative
- ActionPublish report as a Notion pageNotion
- OutputNotify finance channel in SlackSlack
What it does
On a quarterly cadence, pulls the complete SaaS subscription spend history from BigQuery, statistically flags anomalies and trend breaks per vendor and category, and has an agent write a board-ready narrative explaining the biggest movers, new spend, and eliminated tools. The finished report is published as a Notion page for finance to review and circulate.
When to use it
When leadership wants a quarterly story about SaaS spend, not just a raw table, and finance shouldn't have to hand-write the same anomaly walkthrough every quarter. Use it to turn the warehouse data into a reviewable narrative automatically.
How it works
- 1A quarterly schedule starts the report run.
- 2BigQuery returns the trailing four quarters of SaaS spend by vendor and category.
- 3A logic step detects anomalies, biggest increases, new vendors, and dropped tools.
- 4The agent drafts a board-ready narrative explaining each notable movement.
- 5The report is published as a structured Notion page.
- 6A Slack note tells the finance channel the quarterly report is ready to review.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect NotionPages, databases, comments.
- 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.