What metrics does it cover?

MRR, new MRR, churned MRR, expansion MRR, net revenue retention, pipeline coverage, deal velocity, and stage conversion rates.

Can I add custom metrics?

If the data exists in Stripe or HubSpot, the agent can include it. Define additional metrics in your brief.

Who receives the briefing?

You define the recipient list — email addresses and Slack channels — in your workflow configuration.

Analytics

Every Monday, your full revenue picture — no analyst required.

This workflow connects to Stripe and HubSpot, analyzes your weekly revenue performance, compares against prior periods, and delivers a structured briefing to your leadership team every Monday morning.

Beginner~12 credits per run·6 steps·4 integrations

Workflow Steps

How this workflow runs

Trigger: Monday 7am schedule

System Trigger

The workflow runs every Monday morning.

Stripe data pull

Revenue Intelligence Dashboard

Revenue Intelligence Dashboard fetches current MRR, new MRR, churn, and expansion data from Stripe.

HubSpot pipeline pull

Revenue Intelligence Dashboard

Pipeline coverage, deal velocity, and stage data are pulled from HubSpot.

Trend analysis

Revenue Intelligence Dashboard

Current week metrics are compared against prior week and same period last year.

Briefing compilation

Revenue Intelligence Dashboard

A structured briefing is assembled with metrics, trends, and key highlights.

Delivery

System Output

The briefing is emailed to your leadership team and posted to Slack.

Triggers

What starts this workflow

Weekly schedule (Monday 7am)

Outputs

What you get when it runs

Revenue briefing email to leadership

Slack post with key metrics

HubSpot dashboard update

Integrations

StripeHubSpotGmailSlack

Who uses this workflow

SaaS CompaniesE-commerceFinancial ServicesManufacturing

Frequently asked questions

Use the Weekly Revenue Briefing workflow

Start free with 20 credits. Deploy in minutes.