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Monthly revenue and refunds to a sheet
On the 1st, adds last month's revenue, refunds and average order to a sheet and emails the CFO.
Every month on the 1st at 08:003 apps4 steps
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1StripeList paymentsReads last month's paid charges with their total and the average order.
- 2StripeList refundsReads last month's refunds and how many there were.
- 3Google SheetsAppend rowAdds last month's row to the Monthly Revenue sheet.
- 4GmailSendEmails the CFO the summary.
How it works
What happens on each run, in plain English.
Month-end reporting shouldn't mean logging in to Stripe. On the 1st this reads last month's paid charges and refunds and works out total revenue, the number of refunds and the average order size.
It adds a row to your sheet to keep the history, and emails the CFO the same figures in a short summary.
stripegoogle sheetsgmailmonthlyrevenue
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