Finance automations
Catch the payments that failed
Looks at recent Stripe charges each morning and posts the failed ones to Slack while they can still be recovered.
Add this automation
Free, and no card. It runs for real, five times.
What it does on a run
- 1Get the most recent charges
- 2Keep the failures and why they failed
- 3Tell the team while the customer is still reachable
When it runs
Every morning at 8am. You can change the schedule in plain words after you start it.
What it needs
StripeSlackConnected once, then reused by every automation that needs them.
Where it stops
It halts before the irreversible part and shows you what it is about to do. You see the message, the recipient and the data it read, and nothing is sent until you say so. Once you trust it, you can tell it to stop asking.
Free, and no card. It runs for real, five times.
Automations like this one
All 9 in Finance- Recap what came in this weekTotals the recent Stripe charges that succeeded and emails you a short weekly recap.
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- Flag the bills big enough to need a second pair of eyesChecks QuickBooks each morning and posts any bill over 5,000 to a Slack channel. Ask in chat to change the number.
- Spot the bill you are about to pay twiceReads your QuickBooks bills weekly and flags any that look like the same invoice entered more than once.
- Surface the work that is blockedAsks Jira each morning for issues flagged blocked and posts them to Slack with how long they have been stuck.
- Write the on-call handoverReads what was raised and what moved in Jira over the last day and posts a handover note to Slack.