A board and exec cost pack in minutes
Total spend trend, top drivers, budget progress, unit costs and month-over-month comparison in one executive view.
Runs in
Claude · Dashboard · Email
First optimization recommendation
The next day
ROI
Pays for itself with the first recommendation you act on
Playbook
What the agent does
From what Costory notices to what you decide. Costory suggests the next step in conversation, and you decide whether to go ahead.
Costory notices
Quarter end, or before a board meeting.
Costory investigates
01
Start from the template
The CTO / Executive overview dashboard template.
02
Add unit costs
Cost per customer or per active user.
03
Claude writes
The narrative: what moved and why.
04
Share
PDF, public PNG snapshot or link.
Where you see it
Claude
You decide
Leadership reviews the narrative and shares it.
Why it matters
Executives want five numbers and a sentence of explanation. Preparing them still takes a FinOps lead half a day.
Who it’s for
CTOs, CFOs, founders
Where it runs
Claude · Dashboard · Email
What you get
What lands in front of your team
Five numbers, one story
What leadership actually reads.
Ready in minutes
From a template plus Claude's narrative.
Easy to share
PDF, image or link.
Sources and assistants
What it connects
Data sources
Example prompts
Or drive it yourself
Prepare
Prepare a one-page exec summary of Q3 cloud and AI spend: trend, top drivers, unit cost per customer and budget status.
FAQ
Questions about this playbook
When are month-end numbers final?
Costory refreshes month n-1 until the 10th of month n, then freezes it so close numbers stay stable.
How long does this playbook take to set up?
Connecting your billing data and the Costory MCP takes under 30 minutes with Terraform or CloudFormation. The playbook itself takes minutes: pick the scope, the trigger and the Slack channel. The first billing data lands the next day, and the agent starts from there.
Can we adjust what the agent does?
Yes. You choose the trigger, the scope (team, service, environment), the channel and the format, and you can pause or change it at any time.
Does Costory change anything in our cloud accounts?
No. Costory reads billing exports and the metrics you connect, and has no write access to your cloud. Actions it takes create Costory objects only: alerts, reports, dashboards and events. Your team stays in control of every change.
Step-by-step guide in the Costory docs
Related playbooks
Run these alongside it
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Costory notices
Monthly, or when a unit cost drifts beyond your threshold.
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Combine allocated cloud cost with your business and usage metrics to build unit costs that leadership can track over time.
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Costory notices
Monthly close, or when COGS share moves.
Cloud COGS and gross margin by product line
Allocate infrastructure to product lines and combine it with revenue from a sheet or warehouse table to track COGS and margin.
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Put this playbook on call
Included in every plan, from €250/month. 30-day free trial: connect in under 30 minutes, get your first optimization recommendation the next day.
First optimization recommendation
The next day
ROI
Pays for itself with the first recommendation you act on
Setup
About 30 minutes
Data residency
EU
Access
Read-only on your cloud