FINANCE
Daily At-Risk MRR Brief from Stripe Dunning State
Every morning this workflow queries open dunning invoices and past-due subscriptions in BigQuery, totals the MRR currently at risk.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule
- ActionQuery dunning and past-due subscriptions in BigQueryBigQuery
- LogicBucket by delinquency age and rank by at-risk MRR
- OutputPost ranked at-risk MRR brief to SlackSlack
What it does
Produces a daily snapshot of revenue stuck in dunning. It reads the current failed-payment and past-due state from a BigQuery mirror of Stripe data, sums the monthly recurring revenue at risk, ranks accounts by dollar exposure and days delinquent, and delivers a digestible brief to Slack.
When to use it
Use it when leadership wants a single daily number for at-risk MRR instead of digging through the Stripe dashboard. Ideal for finance and RevOps teams that already sync Stripe into a warehouse.
How it works
- 1A morning schedule (e.g. 7am local) triggers the run.
- 2A BigQuery query pulls all subscriptions in dunning or past-due, joining invoice amounts to compute per-account at-risk MRR.
- 3Logic buckets accounts into tiers (under 30 days, 30-60, 60+) and flags the top exposures.
- 4The totals and ranked list are formatted into a concise brief.
- 5The brief posts to a finance Slack channel with the headline at-risk MRR number and the five largest accounts to chase.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.