FINANCE
Weekly Cash-Reconciliation Narrative Brief
Each Monday, an agent reviews the week's reconciliation data from Snowflake and Stripe, writes a plain-English brief explaining variances and trends.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Monday schedule
- ActionQuery weekly reconciled positions in SnowflakeSnowflake
- ActionPull detail on largest unmatched items from StripeStripe
- LogicAgent investigates variances and drafts narrative
- OutputPublish brief to NotionNotion
What it does
Turns a week of reconciliation numbers into a readable narrative. Instead of a raw variance table, an agent investigates the largest breaks, explains likely causes (timing, fees, refunds, FX), notes the week-over-week trend, and writes a brief a non-analyst can act on.
When to use it
Use this when leadership wants the story behind the cash numbers, not just the figures. It is ideal for a Monday FP&A ritual where context and recommendations matter more than another dashboard.
How it works
A weekly scheduled trigger runs Monday morning. The agent queries Snowflake for the week's reconciled positions and open variances, then calls Stripe to pull supporting detail on the largest unmatched items. Using that evidence, the agent drafts a narrative brief — headline cash movement, top variances with explanations, and a short watchlist. A final output publishes the brief as a new dated page in the team's Notion space, ready for the standup.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect StripeCustomers, subscriptions, payments.
- 3Connect NotionPages, databases, comments.
- 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.