Daily

Get yesterday's settled Braintree volume each morning

A morning email lists the transactions that settled the previous day and their total.

Runs: Daily
Apps: Braintree
AI: Not needed
Access: API key

Send this to your assistant

Create a ClickRuntime automation: every morning at 7am, email me the Braintree transactions that settled yesterday with the count and the total amount.

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 finance lead or owner running a Braintree account wants to know how much money actually settled yesterday, not just how much was authorized. Those numbers differ because of voids, declined settlements and timing, and the Braintree control panel makes comparing them a manual job: filter by status, set the date range, export, add up. When a bookkeeper asks why the bank deposit does not match, the evidence takes an hour to rebuild.

Each day, ClickRuntime runs a Braintree GraphQL transaction search filtered by settled status and the previous day's date, adds up the amounts and emails the total along with the transaction count. It runs on the schedule you set, so the same query is run the same way every day.

Finance teams reconciling processor activity against bank deposits will use it most.

What you get out of it

Reconciliation starts with a known number
When the bank deposit arrives, you can compare it with the settled figure from the email. A mismatch is noticed the same day, while the details are still easy to investigate.
A consistent daily record
Each email is a dated total produced the same way. Month-end close becomes a matter of reviewing 30 messages instead of rebuilding each day's search. Auditors appreciate a clean trail of identical, dated summaries.
Settled money separated from pending
Filtering on settled status keeps authorizations that never completed out of the total. You see what actually became cash, which is what budgeting and payroll depend on. Cash planning depends on what settled, which is a smaller figure than what was merely approved.
Early signs of volume changes
A settled total far above or below the usual day shows quickly. It might mean a sale went well, a payment method broke or a batch failed to settle. Spotting it at the start of the day lets you investigate before the week's numbers drift further.
Less manual export work
Nobody has to filter and sum in the Braintree control panel every morning. That hour goes back to the work that needs a person, such as chasing real discrepancies. A person only gets involved when the numbers disagree.

How it works

What happens, step by step

Every morning, ClickRuntime finds the Braintree transactions that settled yesterday.
It counts them and adds up the amount.
You get a one-line email with yesterday's settled transaction count and total.

Before it runs live

Connect Braintree

What you get

RunsDaily

Get yesterday's settled Braintree volume each morningtoday, 9:00Succeeded

Email · Settled yesterdayBraintree settled 2026-10-18: 132 transactions, 9,847.30

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 Braintree 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_settled_transactions_summary.pyexample

from datetime import datetime, time, timedelta
import braintree
from clickruntime import on_trigger, credentials, notify

@on_trigger
def run(event):
    gateway = braintree.BraintreeGateway(braintree.Configuration(
        braintree.Environment.Production, merchant_id=credentials.secret("BRAINTREE_MERCHANT_ID"),
        public_key=credentials.secret("BRAINTREE_PUBLIC_KEY"), private_key=credentials.secret("BRAINTREE_PRIVATE_KEY")))
    day = datetime.now().date() - timedelta(days=1)
    results = gateway.transaction.search(
        braintree.TransactionSearch.settled_at.between(datetime.combine(day, time.min), datetime.combine(day, time.max)))
    txns = list(results.items)
    total = sum(t.amount for t in txns)
    notify.email_me(f"Braintree settled {day}: {len(txns)} transactions, {total:,.2f}",
                    f"Transactions settled: {len(txns)}\nTotal: {total:,.2f}")
    return {"count": len(txns), "total": float(total)}

FAQ

Common questions

What counts as a settled transaction?

It is a transaction Braintree has settled for payout, as opposed to authorized or submitted for settlement but not yet complete. The search filters on that status and the date, so only money that has actually settled is added to the total.

Will the total include refunds?

Only if the search is set up to include them. By default it adds up the settled transactions it finds, and refunds are separate transactions. If you want a net figure, tell your AI assistant to subtract refunds, then review the updated email.

Can it handle several currencies or merchant accounts?

Braintree amounts belong to a merchant account with its own currency. The workflow can run a search per merchant account and report each total separately, so currencies are not mixed. Name the accounts you use and confirm the layout.

What permissions does it need?

API key. 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.

The moment it happens