FINANCE
Weekly Stripe Spend Report to the Finance Channel
Every Monday, pull last week's Stripe charges and refunds, have OpenAI write a plain-English finance recap, and post it to Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires Monday morning
- ActionFetch last week's charges, refunds & balance transactionsStripe
- LogicAggregate gross, refunded, net & week-over-week delta
- ActionGenerate plain-English finance recapOpenAI
- OutputPost formatted report to #financeSlack
What it does
Runs on a weekly schedule and assembles a finance-ready spend report without anyone touching a spreadsheet. It queries Stripe for the previous calendar week (Monday-Sunday), aggregates gross charges, refunds, disputes, and net revenue, then breaks the totals down by product or top customers. OpenAI turns those raw numbers into a tight narrative — what moved, week-over-week delta, and anything worth flagging — and the finished recap lands in your `#finance` Slack channel as a formatted message with the headline figures pinned at the top.
When to use it
Use it when your finance or ops lead currently logs into the Stripe dashboard every Monday to copy numbers into a recap. It is ideal for teams that want a consistent, auditable weekly spend snapshot delivered to the same place every week, want week-over-week context instead of a raw export, and don't want a human babysitting a report that should just show up. Swap the Slack channel for a CFO DM or duplicate the workflow for monthly close.
How it works
A weekly schedule trigger fires Monday morning and computes the prior week's start/end timestamps. Stripe is queried for all charges, refunds, and balance transactions in that window, and the workflow rolls them into gross, refunded, disputed, and net totals plus a top-line breakdown. Those structured totals (and the previous week's figures for comparison) are handed to OpenAI, which writes a concise recap with a delta callout. Finally the formatted summary is posted to the Slack finance channel, so the report is waiting before the first standup.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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Overdue Accrual Escalation Emails to Owners and Managers
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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.