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Weekly Revenue Summary

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stripe

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google_sheets

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slack

Every Friday, fetch weekly revenue from Stripe, update a Google Sheet, and post a summary in Slack. Ideal for finance and leadership teams who want recurring visibility without manual work.

TL;DR

This runbook automates end-of-week revenue tracking by pulling Stripe data, logging it to Google Sheets, and notifying your team in Slack with a formatted report.

Who is this for?

Finance, RevOps, and leadership teams that want automated weekly insights into revenue performance.

What problem does this solve?

Manually tracking revenue across tools is tedious and error-prone. This automation guarantees consistent, timely summaries with zero effort.

Solves:

  • Manual revenue rollups
  • Missed finance insights
  • Lack of visibility into weekly growth

What this workflow accomplishes

  • Runs every Friday at 4 PM
  • Queries Stripe for payments from the past 7 days
  • Adds a new row to a Google Sheet
  • Posts the summary (including trends and total) in Slack

Integrations

This runbook uses the following integrations:

  • Stripe logoStripe Agent: Pulls recent successful payments.
  • Google Sheets logoGoogle Sheets Agent: Stores weekly data for historical tracking.
  • Slack logoSlack Agent: Shares the summary with the team in real time.

Setup

  • Stripe:

    • API access to payment_intents
    • Stripe logoStripe Agent installed
  • Google Sheets:

    • Spreadsheet with headers: Date, Total Revenue, Transactions
    • Google Sheets logoGoogle Sheets Agent installed
  • Slack:

    • Bot token with chat:write
    • Slack logoSlack Agent installed

Runbook Template

📚 runbook.mdx
Runbook

Objective: Automatically summarize Stripe revenue weekly, log it to Google Sheets, and post a summary in Slack.

Steps:

(1) Use the Stripe logoStripe Agent with list_payment_intents.

  • limit: 100
  • Filter for payment intents where:
    • status = succeeded
    • created_at between now - 7 days and now
  • Sum amount_received and count successful payments

(2) Use the Google Sheets logoGoogle Sheets Agent with add_rows.

  • spreadsheet_id: YOUR_SPREADSHEET_ID
  • sheet: Revenue
  • data: [[{{today}}, {{revenue_total}}, {{transaction_count}}]]

(3) Use the Slack logoSlack Agent with slack_post_message to post in #finance:

📊 Weekly Revenue Summary

Date: {{today}}

Total Revenue: ${{revenue_total / 100}}

Successful Transactions: {{transaction_count}}

Logged to Google Sheets for tracking 📈

Alexis Warner

Marketing

Jul 21, 2025

5 min read

Categories

    finance

    operations

    reporting

    stripe

    slack

    google-sheets

About this post

Alexis Warner

Marketing

Last updated: Jul 21, 2025

5 min read

Agents Used

Stripe logoStripe AgentGoogle Sheets logoGoogle Sheets AgentSlack logoSlack Agent

Categories

    finance

    operations

    reporting

    stripe

    slack

    google-sheets

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