Daily Stripe revenue snapshot
Every morning at 8am, a skimmable snapshot of yesterday's Stripe activity — gross volume, fees, net-after-fees, refunds, subscription changes, failed payments, and your largest charges.
Every day at 8am, email me a snapshot of yesterday's Stripe activity. Use read-only GET requests only — never create, update, or delete anything. Work in my account's default currency and report all amounts in dollars (convert from cents). 1. Pull yesterday's balance transactions (created within yesterday's date range). Sum them to get gross volume (sum of charge amounts), total Stripe processing fees, and net after fees. From the refund-type transactions, total the refund amount and count them. Note: this is gross volume and net-after-Stripe-fees, not accounting net revenue — don't fold in taxes or prior-period adjustments. 2. Pull yesterday's charges (and/or payment intents). Count successful charges, count failed or declined payments (status failed, or payment intents that didn't reach succeeded), and pick out the 3 largest successful charges by amount. 3. Pull yesterday's subscriptions activity: count subscriptions created yesterday and subscriptions canceled yesterday (use created and canceled_at). If you estimate monthly recurring revenue from active subscription line items, clearly label it an estimate — do not present it as an authoritative Stripe MRR figure, and skip it entirely if the numbers look unreliable. 4. Optionally include the current account balance (available and pending) for context. Keep the email skimmable: a one-line headline that leads with yesterday's net-after-fees, then short labeled sections for volume, refunds, subscriptions, failed payments, and top charges. Round to whole dollars. If Stripe returns nothing for yesterday or a list can't be read, say so plainly instead of guessing or filling in numbers.
Stripe — yesterday, 29 Jun 2026 Net after fees $44.8k on 312 successful charges; 4 payments failed. Volume • Gross volume — $46,210 • Stripe fees — $1,402 • Net after fees — $44,808 Refunds • 3 refunds — $740 total Subscriptions • 7 created · 2 canceled • Est. MRR from active subs — ~$71k (agent estimate, not Stripe-authoritative) Failed payments • 4 declined / failed (worth ~$1,180 in attempts) Top charges • $4,900 — acct cus_9f2…1a • $3,150 — acct cus_b7d…04 • $2,400 — acct cus_e31…9c Balance: $58,300 available · $12,140 pending.
How it works
- Attach your Stripe connection using a restricted API key scoped to Read — the routine only issues read-only GET requests (balance transactions, charges, payment intents, subscriptions, refunds, balance), so it can report on your account without ever moving money or changing data.
- It rolls up yesterday's balance transactions into gross volume, Stripe fees, and net-after-fees, then cross-references the charge and subscription lists to surface failed payments, new vs. canceled subscriptions, and your largest charges — the numbers you'd otherwise log into the dashboard to check.
- Keep "Email me the result" on to get the snapshot in your inbox each morning, ready to skim before standup.
Make it yours
- Tune what leads the headline — net-after-fees, gross volume, or the failed-payment count — and adjust how many top charges to list.
- Add or drop sections: include the available/pending balance, fold in disputes or open invoices, or label an estimated MRR line if you want a rough recurring-revenue read (just treat it as an estimate, not a Stripe-authoritative figure).
- Change the cadence to twice daily during a launch, or point it at a specific window if you reconcile on a non-calendar day boundary.
Your connection stays yours: keys are encrypted at rest, and with a read-scoped restricted key the agent can only read your Stripe data — never charge, refund, or modify anything.
Run “Daily Stripe revenue snapshot” on autopilot
Copy it to your account, tweak the details, and it runs every day at 8:00 am.
Use this routine →More Sales templates
Each weekday at 8am, pull yesterday's new HubSpot leads, enrich each, and email a prioritized brief.
Every Monday, turn your target companies into named contacts with verified work emails — found with Hunter's domain search, checked with its email verifier, and delivered ready for outreach.
Find a fresh batch of ICP-matched B2B contacts from Lusha each week, enriched and ready to reach out.
Every Monday, a Salesforce pipeline summary by stage with weekly movement and at-risk deals, logged to a Google Sheet.