Daily

Get yesterday's revenue every morning

Each morning you see yesterday's charges, refunds and new subscriptions in one message.

Runs: Daily
Apps: Stripe
AI: Not needed
Access: read

Send this to your assistant

Create a ClickRuntime automation: every day at 9am, post yesterday's Stripe revenue, refunds and new subscriptions to #revenue in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A founder wakes up wondering how yesterday went. Answering takes a login, the Stripe dashboard, a date filter that resets itself, and three tabs for payments, refunds and new customers. Most days they skip it, and a day of failed checkouts or a surprise refund wave goes unnoticed until the weekly review, when the cause is long cold. A weekend spike or dip goes unseen for days.

Each morning, ClickRuntime lists yesterday's balance transactions in Stripe, adds up charges, refunds and fees, counts new customers and posts a short summary to Slack. The numbers arrive before the first meeting, so the day starts with the same figures everyone else on the team is looking at.

It suits e-commerce shops, indie SaaS and small agencies that want a pulse check without building a dashboard.

What you get out of it

Everyone starts the day with the same numbers
A summary in Slack means the founder, the marketer and the support lead all see identical figures. Conversations about whether yesterday was good begin from facts, not different screenshots. Meetings stop opening with who has the right figure.
Revenue drops are noticed within a day
A day with half the usual charges stands out immediately against the previous mornings. Investigating a broken checkout or a paused ad campaign the next morning costs far less than finding it a week later.
Refund spikes get attention early
Seeing refunds listed next to charges makes an unusual day obvious. A product defect or a billing mistake can be caught while only a handful of customers are affected. A same-day look at refunds lets you contact the affected buyers while the order is still fresh.
Net revenue replaces vanity totals
Because fees and refunds are included, the summary shows what actually landed rather than gross sales. That is the number that matters for cash planning and tax set-asides. It is the figure you can actually spend, rather than a headline total that overstates the day.
A habit of looking at the business
Quick visibility makes owners check the trend regularly. Small shifts in daily new customers become familiar before they turn into problems. Over weeks, you learn what a normal Tuesday looks like and spot oddities sooner.

How it works

What happens, step by step

Every morning, the automation collects yesterday's Stripe transactions.
It adds up revenue and refunds and counts new subscriptions.
One message with the totals is posted to your Slack channel.

Before it runs live

Connect Stripe

What you get

RunsDaily

Get yesterday's revenue every morningtoday, 9:00Succeeded

Slack · #revenueYesterday: revenue $4,820.00 · refunds $120.00 · 6 new subscriptions

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Run it at a different time, more or less often, or only on weekdays
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Stripe steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

daily_revenue_summary.pyexample

from datetime import datetime, timedelta, timezone
import stripe
from clickruntime import on_trigger, credentials, notify

@on_trigger
def run(event):
    stripe.api_key = credentials.secret("STRIPE_API_KEY")
    today = datetime.now(timezone.utc).replace(hour=0, minute=0, second=0, microsecond=0)
    window = {"gte": int((today - timedelta(days=1)).timestamp()), "lt": int(today.timestamp())}
    revenue = refunds = 0
    for txn in stripe.BalanceTransaction.list(created=window, limit=100).auto_paging_iter():
        if txn.type in ("charge", "payment"):
            revenue += txn.amount
        elif txn.type in ("refund", "payment_refund"):
            refunds += -txn.amount
    new_subs = sum(1 for _ in stripe.Subscription.list(created=window, status="all", limit=100).auto_paging_iter())
    notify.slack(f"Yesterday: revenue ${revenue / 100:,.2f} · refunds ${refunds / 100:,.2f} · "
                 f"{new_subs} new subscriptions", channel="#revenue")
    return {"revenue": revenue, "refunds": refunds, "new_subscriptions": new_subs}

FAQ

Common questions

What time zone does yesterday refer to?

Yesterday is calculated in the time zone you pick when setting up the run, for example your local business day rather than UTC. That keeps late-evening orders on the correct date and matches how you think about a day.

Does it include payouts or only customer payments?

The summary covers charges, refunds and new customers based on balance transactions. Payouts to your bank are separate balance movements, and you can ask for a line showing the payout amount too if you want to reconcile.

Can I get the summary in multiple currencies?

Yes. Stripe lists amounts per currency, so the message can show a separate total for each, such as USD and EUR, instead of mixing them. Ask your assistant for the currencies you use and approve the layout.

What permissions does it need?

read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it runs (daily). Checks that find nothing to do and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Monthly