FINANCE
CEO weekly investigation of the top budget anomalies
Weekly, the CEO agent pulls the week's flagged off-pattern charges from Snowflake, investigates the worst offenders for cause and pattern, drafts a finance review memo in Notion.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule kicks off CEO agent
- ActionPull week's flagged anomalies + envelope status from SnowflakeSnowflake
- LogicInvestigate and cluster top offenders by cause
- ActionDraft finance review memo in NotionNotion
- OutputNotify finance lead in Slack with memo linkSlack
What it does
This hands the week's spend anomalies to the CEO agent for a real investigation. Rather than restating alerts, the agent reasons over the flagged charges, groups them by likely cause, pulls the relevant transaction and budget context, and writes a memo a finance lead can act on in minutes.
When to use it
Use it for the weekly finance review when you want narrative analysis, not just a table: which departments are repeatedly off-pattern, whether anomalies cluster around a vendor or a person, and what to do about it. Best for teams who already capture per-charge flags upstream.
How it works
- 1A weekly schedule triggers the CEO agent.
- 2The agent queries Snowflake for every charge flagged anomalous in the past week along with each department's envelope status.
- 3It investigates the top offenders, clustering by department, merchant, and recurrence, and forms hypotheses about root cause.
- 4The agent drafts a structured finance review memo in Notion with findings, ranked risks, and recommended actions.
- 5It notifies the finance lead in Slack with a summary and a link to the memo.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect NotionPages, databases, comments.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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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.