Monthly Revenue Summary Generation
Every month on the first, your revenue story is ready. Notis generates a complete monthly summary with total revenue, customer growth, product performance, and year-to-date trends.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Why this helps
Monthly revenue summaries require manual compilation and multiple spreadsheet updates. Delays in reporting slow decision-making and stakeholder communication.
- Monthly summaries generate automatically on schedule
- Consistent format for month-to-month comparison
- Instantly shareable with investors or stakeholders
- Easy to spot monthly trends and anomalies
Setup
Build it in a few focused steps.
- 1Connect Stripe and Google Drive to Notis.
- 2Ask Notis: 'On the first day of each month at 8 AM, create a monthly revenue summary in Drive with total revenue, transaction count, new customers, churned customers, top products, and monthly growth rate.'
- 3Choose a folder for monthly summaries.
- 4Verify the first summary appears on schedule.
Questions about this workflow
Can the summary include profit instead of just revenue?
Yes. If you track expenses in another tool connected to Notis, it can calculate profit. Otherwise, Notis includes revenue and you calculate profit separately.
Can I see year-to-date totals in the monthly summary?
Absolutely. Notis includes monthly and year-to-date figures so you can track progress toward annual goals.
Can I set a different schedule for the summary?
Yes. Tell Notis to run on the 15th, last day of month, or any schedule that works for your reporting cycle.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Google Drive. A trigger fires from one place; an action lands in another.
Stripe triggers
Google Drive actions
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Product Created Trigger
Triggered when a product is created in Stripe
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Subscription Deleted Trigger
Triggered when a subscription is deleted in Stripe
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Not just Stripe and Google Drive. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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