FINANCE
Flag premium-tier seats that only use basic features
Scans BigQuery feature-usage data for users on premium license tiers who only touch basic features.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule starts tier review
- ActionQuery feature usage for over-tiered seats in BigQueryBigQuery
- LogicRequire consistent basic-only usage to qualify
- ActionEmail app owner the downgrade-candidate listOutlook
- OutputLog each downgrade candidate as a ClickUp taskClickUp
What it does
Finds the subtler form of license waste: people sitting on an expensive premium tier while only ever using basic functionality. It analyzes feature-level usage in BigQuery, identifies premium seats that never exercise premium features over a lookback window, and routes the downgrade candidates to the app owner.
When to use it
Use this when full deprovisioning isn't right but the seat is over-tiered. Tier downgrades recover real money without removing anyone's access, making them an easy win that pure idle-seat scans miss entirely.
How it works
- 1A monthly schedule starts the tier review.
- 2BigQuery queries feature-usage events to find premium-tier users whose activity stayed within the basic feature set.
- 3A logic step requires a minimum lookback of consistent basic-only usage to avoid false positives.
- 4Outlook emails the app owner a consolidated downgrade-candidate list with per-seat tier savings.
- 5Each candidate is logged as a ClickUp task so the downgrade decision is tracked to completion.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OutlookMail, calendar, contacts.
- 3Connect ClickUpDocs + tasks + chats in one workspace.
- 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.
More Finance workflows
Expense Submission Webhook Instant Triage and Routing
Receives each expense submission via webhook the instant it's filed, classifies it as in-policy, needs-review, or hard-violation, and routes it to auto-approval.
Monthly Vendor Spend Anomaly Brief for Finance Leads
Once a month, an agent analyzes the full expense ledger for vendor and category spend anomalies, drafts a narrative brief with the top outliers and likely causes.
Accrual Chase Board in Monday with Per-Owner Tasks
On a schedule it reads open uncoded expenses from Snowflake and creates or updates a Monday item per department owner.
Detect Annual-to-Monthly Downgrade Refunds Owed
Catches subscriptions switched from an annual term to monthly partway through the prepaid year, computes the unused prepaid balance owed back.
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.