Workflow

What Is a Go Fig Workflow?

A Workflow in Go Fig is an automated sequence of data operations that runs on a schedule or in response to triggers. Workflows replace the manual, repetitive tasks that consume finance teams’ time: exporting data, cleaning it, transforming it, and delivering it to reports or stakeholders.

Think of a Workflow as a reliable assistant that:

• Pulls data from your source systems automatically
• Applies transformations and business logic
• Validates data quality along the way
• Delivers results to Excel, dashboards, email, or other destinations
• Runs on your schedule without manual intervention

How Do Workflows Work?

Workflows consist of connected steps that execute in sequence:

1. Trigger What starts the workflow: schedule (daily at 6am), event (new data arrives), or manual (on-demand).

2. Extract Pull data from connected sources: ERPs, databases, spreadsheets, APIs.

3. Transform Apply business logic: calculations, aggregations, joins, filters, mappings.

4. Validate Check data quality: completeness, accuracy, consistency, business rules.

5. Deliver Send results to destinations: Excel files, dashboards, email reports, data warehouse, Slack.

Workflow Examples

Month-End Close Automation

Trigger: First business day of each month at 7am

Steps:

1. Extract trial balance from NetSuite
2. Pull accruals from the accruals spreadsheet
3. Extract intercompany transactions from all entities
4. Apply elimination entries automatically
5. Generate consolidated financial statements
6. Validate that debits equal credits
7. Deliver to the board deck Excel template
8. Send summary email to the CFO

Result: Month-end close starts with data already prepared, cutting days off the process.

Daily Cash Position Report

Trigger: Every weekday at 8am

Steps:

1. Pull bank balances from connected bank accounts
2. Extract outstanding AR from the ERP
3. Pull AP aging for upcoming payments
4. Calculate projected cash position
5. Flag any accounts below threshold
6. Update the cash position dashboard
7. Send alert if cash falls below $500K

Result: Treasury starts each day with accurate cash visibility.

Variance Alert Workflow

Trigger: Weekly, or when actual exceeds budget by >10%

Steps:

1. Compare actuals to budget by department
2. Calculate variance percentages
3. Filter for material variances (>$10K or >10%)
4. Generate variance explanation using AI
5. Send alert to relevant department head
6. Log variance for month-end review

Result: Proactive notification of budget issues before month-end surprises.

Building Workflows

Go Fig offers multiple ways to create Workflows:

Visual Builder: Drag-and-drop interface for connecting steps, setting conditions, and configuring destinations.

Natural Language: Tell Celeste what you want automated, and she builds the workflow for you.

“Create a workflow that sends me AR aging every Monday morning”

Templates: Start from pre-built workflows for common use cases like month-end close, cash reporting, or variance analysis.

Workflow Monitoring

Every Workflow run is logged with:

• Start and end times
• Data volumes processed
• Any errors or warnings
• Validation results
• Delivery confirmations

Set up alerts for failed runs so you’re notified immediately if something goes wrong.

Workflows vs. Manual Processes

Aspect	Manual Process	Go Fig Workflow
Execution	Requires human action	Runs automatically
Consistency	Varies by person	Identical every time
Errors	Prone to mistakes	Validates automatically
Speed	Hours of work	Completes in minutes
Audit trail	Often missing	Fully logged
Scalability	Limited by headcount	Unlimited workflows

Getting Started with Workflows

Workflows are available on all Go Fig plans. Start with a simple workflow—like automating a weekly report—and expand from there. Most customers have 5-10 critical workflows running within their first month.