FINANCE
Snowflake cohort-margin erosion watcher to Teams
Queries Snowflake for quarter-over-quarter gross margin by cohort, flags accelerating decline, and posts a formatted erosion alert to a Microsoft Teams channel.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule after quarter close
- ActionQuery Snowflake cohort margin over 3 quartersSnowflake
- LogicFlag cohorts with accelerating erosion
- OutputPost acceleration alert to Microsoft TeamsMicrosoft Teams
What it does
For teams warehousing on Snowflake, this computes gross margin per acquisition cohort across recent quarters and detects not just decline but accelerating decline, where the rate of erosion is itself worsening. It posts a clear alert into Microsoft Teams with the cohorts that need attention most.
When to use it
Use it when your finance data lives in Snowflake and you collaborate in Microsoft Teams. The acceleration logic surfaces cohorts that are getting worse faster, which a simple threshold check would miss until it is too late.
How it works
- 1A scheduled trigger fires each quarter after close.
- 2A Snowflake query returns gross margin per cohort for the last three quarters.
- 3A logic step computes both the quarter-over-quarter delta and the change in that delta, flagging cohorts where erosion is accelerating.
- 4Flagged cohorts are formatted into an alert with margin, slope, and acceleration.
- 5The alert posts to the designated Microsoft Teams channel for the finance group.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect Microsoft TeamsChannels, chats, files.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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