FINANCE
On-Demand Cohort Margin Drilldown via Chat
Lets a finance operator ask in chat about any cohort, queries the live margin and cost breakdown from BigQuery, and replies with the segment's margin trend, drivers…
How it runs
The automated pipeline, trigger to output.
- TriggerChat message names a cohort
- LogicParse request into cohort filter and window
- ActionQuery cohort margin and costs from BigQueryBigQuery
- OutputReply with margin read in chat thread
What it does
Answers ad hoc margin questions on demand. An operator names a cohort or segment in chat; the workflow pulls that cohort's live margin, cost composition, and recent trend from BigQuery and replies with a clear read on its profitability and direction.
When to use it
Use it during a meeting or a Slack thread when someone asks "how is the Q1 enterprise cohort doing on margin" and you want a grounded answer from the warehouse in seconds instead of opening a BI tool.
How it works
- 1A chat message naming a cohort or segment triggers the run.
- 2An agent parses the request into a cohort filter and time window.
- 3BigQuery returns that cohort's trailing margin, cost breakdown, and trend.
- 4The agent composes a concise answer: current margin, the dominant cost driver, and whether the trend is eroding or stable.
- 5The reply is returned in the chat thread for follow-up questions.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 3Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 4Test, 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.