Monday morning ThriveCart revenue review

By General Input

Every Monday at 8am, get a written weekly revenue review with callouts on refund spikes and top affiliates, posted to Notion and Slack.

Integrations

  • ThriveCart
  • Notion
  • Slack

Type

Agentic Task

Categories

  • Finance
  • Operations

Every Monday at 08:00 in my local time, generate a weekly revenue review for my team using ThriveCart data and publish it to Notion and Slack. Use a cron trigger.

Step 1: Pull last week's transactions from ThriveCart using List Transactions. Use perPage=100 (the max) and paginate through every page until you have the full set. The window is the last 7 full days ending at the moment the workflow runs. Then call List Transactions a second time for the 7 days before that window so you have a comparable period. ThriveCart caps requests at 60 per minute, so batch politely and back off on 429s.

Step 2: Compute the headline metrics for the current week and the prior week. ThriveCart returns money in cents, so divide by 100 for dollars. Report: gross sales, refund rate (refunded transactions over total transactions), new revenue vs recurring revenue (one-time vs subscription transactions), and the top 3 products by gross revenue. Also compute the week-over-week percent change on gross sales.

Step 3: Call List Affiliates from ThriveCart and identify the affiliates who drove the most sales in the current week (count of attributed transactions). Surface the top 3.

Step 4: Write a short narrative review. The value is in the prose, not a raw table. A few paragraphs is fine. Lead with the week-over-week story ("Revenue was up 12% week over week, driven by Product X"), then call out anything that deserves attention: a refund rate that ticked up on a specific product, an affiliate who outperformed, a product that fell off. Be specific and use real numbers. Skip filler.

Step 5: Publish the narrative as a Notion page using Create a Page. The parent database should be configurable (let me pick it on setup). Title the page something like "Weekly revenue review — week of {Monday date}". Put the full narrative in the page body.

Step 6: Post to Slack using Send a Message. The channel should be configurable. The message is a one-paragraph teaser (the headline number, the standout callout, and one affiliate or product highlight) followed by a link to the Notion page. Keep it tight, this is a Monday morning glance.

Use the agent workflow type. The judgement calls (which callouts matter, how to phrase the narrative, what's worth flagging) are the whole point, so let the agent decide what to highlight rather than dumping a fixed template.

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