1.Detects job GP metrics changes
Integrate SQL Server and data pipelines to read updated rows for job-level GP metrics from a custom query.
Create job GP% flag and reconciliation task for finance
Automatically detect abnormal gross-profit percentage updates across SQL Server and analytics metrics in monday.com. Create and update reconciliation tasks when GP% shifts, so finance can triage exceptions and protect reporting without manual job reviews.
How this automation flags job GP exceptions for finance triage
When abnormal gross-profit percentage updates hit your SQL Server data, delays can stall finance triage and increase exception risk. This automation monitors job-level GP signals and searches, creates, and updates monday.com reconciliation tasks—so your team can act on flagged items quickly.
SQL Serveror swap with your favorite app
2.Finds matching job reconciliation item
Integrate monday.com and workflow boards to search the reconciliation board by job identifier and select an existing item.
monday.comor swap with your favorite app
3.Creates a new reconciliation item
Integrate monday.com and spreadsheet-style columns to create a job record with GP fields, units, and a flagged status.
4.Updates GP fields and flags item
Integrate monday.com and task tracking tools to update GP columns and move the item into the flagged group.
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