FINANCE
On-Demand SaaS Spend Brief for the Chairman
From a Slack slash command, an agent assembles a live SaaS spend brief from Stripe and Snowflake, answers the asked question.
How it runs
The automated pipeline, trigger to output.
- TriggerSlack slash command with questionSlack
- LogicInterpret question to scope the pull
- ActionQuery Stripe charges for the windowStripe
- ActionQuery Snowflake roster and historySnowflake
- OutputReply in-thread with figures and narrativeSlack
What it does
Answers ad-hoc SaaS spend questions on demand instead of waiting for the monthly cycle. A Chairman or finance lead asks in Slack, and an agent pulls live Stripe charges and the Snowflake roster to build the relevant slice of the spend picture and reply with both the numbers and a plain-English read.
When to use it
Use it when someone asks 'how much are we spending on AI tools this quarter?' or 'what changed on our top five vendors?' and needs an answer in minutes, not a ticket. It is the conversational front door to the same data the scheduled briefs use.
How it works
- 1A Slack slash command triggers the agent with the question text.
- 2The agent interprets the question to decide what to pull.
- 3It queries Stripe for the relevant charge window and Snowflake for roster and historical context.
- 4The agent reasons over the combined data to compute the specific figures asked for.
- 5It replies in the Slack thread with the numbers and a short narrative explaining what they mean.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect StripeCustomers, subscriptions, payments.
- 3Connect SnowflakeWarehouses, queries, shares.
- 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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Detect Mid-Cycle Plan Change Mischarges and Queue Credit Memos
Listens for Stripe subscription plan changes, recomputes the correct prorated amount.
Overdue Accrual Escalation Emails to Owners and Managers
On a schedule it flags uncoded spend that has stayed open past the chase deadline and emails each delinquent owner via Gmail.
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.