FINANCE

Vendor Spend Spike to Monday Variance Review

Runs a daily Snowflake query for vendor spend, and when any vendor's spend jumps above its rolling-average threshold.

CategoryFinance
Enginesim
Difficultyintermediate
Triggerschedule
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerDaily schedule fires
  • ActionQuery vendor spend vs trailing averageSnowflakeSnowflake
  • LogicFilter vendors over spike threshold
  • ActionCreate variance review cardmonday.com
  • OutputNotify reviewer in SlackSlack

What it does

Every morning this workflow checks your data warehouse for vendors whose spend has spiked versus their recent baseline. When a vendor crosses the threshold you set (for example, 40% above its trailing 90-day average), it creates a variance review card on a Monday board with the numbers pre-filled and alerts the finance owner in Slack so the review starts the same day instead of at month-end close.

When to use it

Use this when AP or FP&A wants early warning on vendor cost creep rather than discovering overruns weeks later. It fits teams that already aggregate invoice and PO data in Snowflake and run their review queue in Monday.

How it works

  1. 1A daily schedule fires the run.
  2. 2A Snowflake query returns each vendor's current-period spend alongside its trailing average and percent change.
  3. 3A logic step filters to vendors whose percent change exceeds the configured threshold.
  4. 4For each flagged vendor, a Monday item is created on the Variance Review board with vendor, amount, baseline, and delta.
  5. 5A Slack message notifies the assigned reviewer with a direct link to the new card.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect SnowflakeWarehouses, queries, shares.
  2. 2
    Connect monday.comVisual work management for teams.
  3. 3
    Connect SlackChannels, DMs, threads, mentions.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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