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Budget Planning Automation

Annual and quarterly budget planning with variance analysis, scenario modeling, and approval workflows

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: budgeting financial-planning variance-analysis scenario-planning fp&a

Workflow Diagram​

Steps​

Step 1: Historical analysis​

Agent: budget

planning-specialist - Review prior year actuals and variances

Step 2: Assumption gathering​

Agent: budget

planning-specialist - Collect headcount, growth, inflation assumptions

Step 3: Budget building​

Agent: /build

budget - Create detailed P&L, departmental budgets, capital plan

Step 4: Scenario modeling​

Agent: /model

scenarios - Build best case, base case, worst case scenarios

Step 5: Variance analysis​

Agent: /analyze

variance - Compare budget to forecast and actuals

Step 6: Alignment review​

Agent: budget

planning-specialist - Review with department heads

Step 7: Approval routing​

Agent: /route

approvals - Send to CFO and leadership for sign-off

Usage​

To execute this workflow:

/workflow business/sales/budget-planning-automation.workflow

See other workflows in this category for related automation patterns.