FINANCE
Weekly Stripe multi-currency exposure rollup to Monday board
Aggregates the past week's Stripe charges by settlement currency, converts everything to your base currency at current rates.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionList Stripe balance transactions by currencyStripe
- ActionFetch base-currency conversion ratesHTTP webhook
- LogicAggregate net exposure per currency
- OutputUpsert per-currency items on Monday boardmonday.com
What it does
Stripe settles charges in many currencies, but your books and your hedging decisions live in one base currency. This workflow rolls up a week of Stripe activity by currency, normalizes it to your base currency, and lands a clean per-currency exposure breakdown on a Monday board so treasury can see where balances are accumulating.
When to use it
Use it if you sell internationally through Stripe and want a recurring, structured view of which currencies you're net-long in — without exporting CSVs and rebuilding a pivot table every Monday.
How it works
- 1A weekly schedule trigger kicks off the run.
- 2A Stripe call lists the week's balance transactions grouped by currency.
- 3An HTTP call retrieves current conversion rates to your base currency.
- 4A logic step sums net exposure per currency and ranks currencies by base-currency value.
- 5The workflow upserts one Monday item per currency with the amount, base-currency equivalent, and week-over-week change, keeping a living exposure board.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect HTTP webhookTrigger any URL on agent actions.
- 3Connect monday.comVisual work management for teams.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.