FINANCE
Monthly Unprofitable-Account Review Brief
On the first of the month, an agent reads the per-account cost-of-service and revenue data from BigQuery, identifies accounts whose cloud cost exceeds their revenue.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule, first business day
- ActionQuery per-account cost and revenueBigQuery
- LogicAgent isolates negative-margin accounts
- LogicDraft narrative and recommended actions
- ActionPublish brief to NotionNotion
- OutputPost summary to SlackSlack
What it does
Turns the per-account cost and revenue tables into a written monthly review. An agent ranks accounts by margin, flags the ones running at a loss, explains why each is underwater (heavy usage, low plan, free overage), and proposes concrete actions like a plan upgrade conversation or usage cap. The output is a ready-to-discuss brief, not a raw table.
When to use it
Use it for the monthly finance or revenue review when you need judgment and narrative on top of the numbers — deciding which loss-making accounts to renegotiate, migrate, or sunset.
How it works
- 1A monthly schedule trigger fires on the first business day.
- 2Query BigQuery for per-account cost-of-service and recognized revenue for the prior month.
- 3The agent computes margin per account and isolates the negative-margin set.
- 4It drafts a narrative for each flagged account with a root cause and recommended action.
- 5Publish the brief to a Notion page and post the summary with a link to Slack.
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.