Pricing exception loop (Sheets + Slack)

Runtime flow

| Stage | In this pattern | | --- | --- | | Provider | Optional — AI recommends discount band from deal context and policy tables | | Loop + Guards | pricing.exception — margin floor, tier entitlements, human-only on apply | | Channel | Slack — finance controller approve/reject with audit note | | Integration | Google Sheets staged cells → approved apply; Salesforce / ERP price sync | | Evidence + learning | Staging snapshot, exception rationale, approver; learning on exception win rate |

1Sheets detects exception → Provider (optional) → Guards → Channel: Slack → Integration: apply + CRM → Evidence

Operational scenario

1. Rep edits discount column — change staged, not committed to ERP.
2. Loop opens pricing.exception with row keys and prior margin in evidence.
3. Provider may suggest allowed band — Guards enforce hard floors.
4. Channel notifies #deal-desk-finance in Slack.
5. On approve, Integration applies row + syncs opportunity line items.
6. Evidence proves who authorized margin erosion.

Governance vs spreadsheet macros

| Spreadsheet macro | Governed loop | | --- | --- | | Auto-write on formula | No transition without human Channel action | | Email finance manually | Attributed actor + evidence on transition |

Related

• Dual-surface Sheets + Slack
• Proposal approval loop
• Confidence + Evidence