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Monthly

Save a monthly Stripe revenue report to Drive

On the first of each month, last month's Stripe transactions are saved to Drive as a spreadsheet file, with a short written summary emailed to you.

Runs
Monthly
Apps
Google Drive, Stripe
AI
Yes, uses the built-in AI allowance
Access
Stripe read; Drive file

Send this to your assistant

Create a ClickRuntime automation: on the 1st of each month, export last month's Stripe balance transactions as a CSV to my Accounting folder in Drive and email me a short summary.

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

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

Why use it

Why teams use this automation

A small agency's accountant asks for the same thing every month: a list of Stripe payments, refunds and fees for the month just closed. The owner logs in, sets the date range, exports, renames the file and emails it over, usually a week late because it slips down the to-do list.

A report that saves itself to a shared Drive folder on the first of the month removes that chore. The accountant has the data on day one, and the owner gets a short summary of how the month went without opening Stripe.

What you get out of it

  • Books close on time

    The accountant has the month's transactions the moment the month ends. Reconciliation starts straight away instead of waiting for an export.

  • Fees and refunds are included

    The file lists every payment, refund, fee and payout, not just sales. That is what an accountant needs to match Stripe to the bank.

  • A plain summary for the owner

    A few sentences on revenue, refunds and fees compared with the month before arrive by email. The owner sees how the month went without reading a spreadsheet.

  • One folder for every month

    Reports pile up in the same folder with consistent names. Finding March of last year takes seconds.

How it works

What happens, step by step

  1. On the first day of each month, ClickRuntime collects all of last month's transactions from your Stripe account.

  2. It totals sales, refunds and fees and builds a spreadsheet file with one row per transaction.

  3. The file is saved in your Accounting folder in Google Drive.

  4. AI writes a short summary of the month from the totals, which is emailed to you with a link to the file.

Before it runs live

  • Connect Google Drive
  • Connect Stripe

What you get

RunsMonthly
Save a monthly Stripe revenue report to Drivetoday, 9:00Succeeded
Email · Stripe report September 2026Net revenue was 18,240 USD, up 9% on August. Refunds stayed low at 310 USD. File: Stripe 2026-09.csv

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
  • Change what the AI looks for, or how it writes the result
  • Add another app, for example also send it to Slack
  • Combine it with other Google Drive and 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.
monthly_stripe_revenue_report_saved_to_drive.pyexample
import csv, io, time, stripe
from datetime import date
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from googleapiclient.http import MediaIoBaseUpload
from clickruntime import on_trigger, credentials, notify, ai

FOLDER_ID = "your-accounting-folder-id"

@on_trigger
def run(event):
    stripe.api_key = credentials.secret("STRIPE_API_KEY")
    end = date.today().replace(day=1)
    start = end.replace(year=end.year - 1, month=12) if end.month == 1 else end.replace(month=end.month - 1)
    period = {"gte": int(time.mktime(start.timetuple())), "lt": int(time.mktime(end.timetuple()))}
    out, totals = io.StringIO(), {}
    w = csv.writer(out)
    w.writerow(["Date", "Type", "Description", "Gross", "Fee", "Net", "Currency"])
    for tx in stripe.BalanceTransaction.list(created=period, limit=100).auto_paging_iter():
        w.writerow([date.fromtimestamp(tx.created), tx.type, tx.description, tx.amount / 100, tx.fee / 100, tx.net / 100, tx.currency.upper()])
        totals[tx.type] = round(totals.get(tx.type, 0) + tx.amount / 100, 2)
    drive = build("drive", "v3", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
    f = drive.files().create(body={"name": f"Stripe {start:%Y-%m}.csv", "parents": [FOLDER_ID]}, fields="webViewLink",
                             media_body=MediaIoBaseUpload(io.BytesIO(out.getvalue().encode()), mimetype="text/csv")).execute()
    summary = ai.generate(f"Stripe totals by type for {start:%B %Y}: {totals}", system="Write a 3-sentence plain summary for a business owner.", max_output_tokens=200).text
    notify.email_me(f"Stripe report {start:%B %Y}", f"{summary}\n\nFile: {f['webViewLink']}")
    return {"types": totals}

FAQ

Common questions

What is in the file?
One row per Stripe balance transaction: date, type, description, gross amount, fee, net amount and currency. It opens in Google Sheets or Excel.
Does the AI see my customers' details?
No. Only the monthly totals by type are sent to AI to write the summary, not individual transactions or customer names.
Can it go straight to my accountant?
Share the Drive folder with your accountant and they will see each new file. The summary email goes to you, so you can forward it if you like.
What permissions does it need?
Stripe read; Drive file. Nothing else in your accounts is used.
Does it need AI?
Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.
How many runs does it use?
One run each time it runs (monthly). 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.

Set up “Save a monthly Stripe revenue report to Drive” from your assistant

Copy the prompt above, or connect your assistant first. Free plan, no credit card.