This automation recipe protects the margin you planned for. It watches profitability per product, client, or job and raises the flag on a downward trend while the pricing conversation is still an option.
Why This Matters
Margin rarely collapses. It erodes: a discount that became standard, an input cost that crept, a scope that grew. Reviewing it monthly instead of annually catches the drift at the point where a small correction still works.
What This Automation Does
- Structured memory: Track line, revenue, direct cost, margin percentage, prior period, and owner.
- Decision views: A margin table sorted by movement and a board for lines under review.
- AI assistance: An agent writes the short note on which lines moved and what changed underneath them.
- Execution: A scheduled pass recalculates margin and notifies the owner where the drop passes your threshold.
How To Use It
- Define margin the same way across every line before you start.
- Connect revenue and cost records for each.
- Set the percentage drop that deserves attention.
- Name the owner who can change a price or a cost.
Who It Is For
Founders, finance leads, and operators running multiple product or service lines.
Capability Boundary
This calculates from the figures you supply. It cannot verify cost allocation or set a price.
Build it in Taskade, pair with the bookkeeping automations, or chain steps in automations execution.