FINANCE
Daily Cohort Gross-Margin Erosion Scan to Slack
Each morning, queries BigQuery for customer cohorts whose trailing gross margin has dropped below your profitability floor and posts a ranked digest to Slack so finance sees…
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday 7am schedule
- ActionQuery trailing cohort margin in BigQueryBigQuery
- LogicKeep cohorts below margin floor, sort by risk
- LogicSkip run if no cohorts breach
- OutputPost ranked erosion digest to SlackSlack
What it does
Runs a scheduled BigQuery query that computes trailing 30-day gross margin per acquisition cohort, flags any cohort that fell below a configurable margin floor (for example 20 percent), and delivers a ranked Slack digest of the worst offenders with their margin trend and revenue at risk.
When to use it
Use it when gross margin lives in a warehouse but nobody looks until quarter-end, and you want a daily early-warning signal on which customer segments are quietly turning unprofitable.
How it works
- 1A schedule fires every weekday at 7am.
- 2BigQuery runs a parameterized query joining revenue and fully-loaded cost per cohort, returning trailing margin and the 7-day delta.
- 3A logic step keeps only cohorts under the margin floor and sorts by revenue at risk.
- 4If the filtered set is empty, the run ends quietly; otherwise it continues.
- 5Slack posts a formatted digest naming each cohort, its current margin, the drop, and dollars exposed, tagged to the finance channel.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.