FINANCE
Weekly Cohort Margin Erosion Brief with AI Narrative to Notion
Every Monday, pulls cohort margin trends from BigQuery, has an LLM write a plain-English narrative explaining which segments eroded and why.
How it runs
The automated pipeline, trigger to output.
- TriggerMonday 6am schedule
- ActionQuery week-over-week cohort margin from BigQueryBigQuery
- ActionGenerate narrative with OpenAIOpenAI
- LogicAssemble brief with worst-five table
- OutputPublish dated brief to NotionNotion
What it does
Turns a week of cohort margin movement into a readable executive brief. It queries the trend data from BigQuery, asks an LLM to explain the largest erosions in business terms, and saves a structured Notion page leadership can read in two minutes instead of parsing a dashboard.
When to use it
Use it when your weekly finance review needs context, not just numbers, and you want a consistent written record of margin health that non-analysts can follow.
How it works
- 1A schedule fires Monday at 6am.
- 2BigQuery returns week-over-week margin by cohort plus the top contributing cost and revenue changes.
- 3OpenAI receives the structured rows and writes a narrative: what eroded, the likely drivers, and what held steady.
- 4A logic step assembles the narrative with a summary table of the five worst cohorts.
- 5Notion creates a dated page in the Finance Reviews database, ready for the standing meeting.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 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.