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Budget Creation Workflow

Annual budget planning with bottom-up input, top-down allocation, scenario modeling, and approval routing

Complexity: Complex | Duration: 30m+ | Category: Professional/Hr

Tags: #budgeting #planning #finance #scenarios #approval

Workflow Diagram​

Steps​

Step 1: Set budget parameters​

Agent: cfo

advisor - Define revenue targets, growth assumptions, constraints

Step 2: Collect department inputs​

Agent: budget

manager - Gather headcount, opex, capex requests

Step 3: Consolidate requests​

Agent: financial

analyst - Aggregate department budgets

Step 4: Model scenarios​

Agent: scenario

modeler - Test conservative, base, aggressive cases

Step 5: Top​

Agent: down allocation

cfo-advisor - Adjust department budgets to meet company targets

Step 6: Negotiate budgets​

Agent: budget

manager + department-lead - Align on final allocations

Step 7: Approval workflow​

Agent: budget

manager - Route to CFO, CEO, Board for approval

Step 8: Publish final budget​

Agent: financial

analyst - Distribute approved budget, set tracking

Usage​

To execute this workflow:

/workflow professional/hr/budget-creation-workflow.workflow

See other workflows in this category for related automation patterns.