FINANCE

Auto-Triage Eroding Cohorts into Linear Investigation Tickets

Finds cohorts breaching the margin threshold in BigQuery, uses an LLM to classify the probable root cause.

CategoryFinance
Enginesim
Difficultyadvanced
Triggerschedule
Steps5
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerDaily schedule
  • ActionQuery breaching cohorts from BigQueryGoogle BigQueryBigQuery
  • ActionClassify root cause and owner with OpenAIOpenAI
  • LogicDedupe against open Linear tickets
  • OutputCreate routed investigation tickets in LinearLinearLinear

What it does

Converts margin alerts into tracked work. It identifies eroding cohorts in BigQuery, has an LLM classify whether the cause looks like rising support cost, discounting, infra spend, or churn-driven dilution, and creates a Linear ticket per cohort assigned to the team that owns that lever, skipping cohorts that already have an open ticket.

When to use it

Use it when erosion alerts pile up in a channel and nobody actually owns the fix. This makes each problem cohort a tracked, routed unit of work.

How it works

  1. 1A daily schedule triggers the run.
  2. 2BigQuery returns cohorts below threshold with their cost and revenue breakdown.
  3. 3OpenAI classifies the likely root cause and proposes an owning team for each cohort.
  4. 4A logic step checks Linear for an existing open ticket per cohort and drops duplicates.
  5. 5Linear creates a ticket for each remaining cohort with the breakdown and suspected cause, labeled and assigned to the routed team.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect BigQueryDatasets, queries, schemas.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect LinearIssues, projects, cycles, triage.
  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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