Weekly subscription revenue and churn brief for leadership

By General Input

Every Monday, get a plain-English recap of new revenue, churn, and net movement from your subscription billing, emailed straight to your leadership team.

Integrations

  • Chargebee
  • Gmail

Type

Agentic Task

Categories

  • Finance
  • Operations

Every Monday at 8:00am, run automatically on a schedule to compile a subscription revenue brief for our leadership team and email it out. This is a weekly digest, so use a cron trigger rather than polling (Chargebee is not a source we can poll for this).

First, gather the past week's billing activity from Chargebee. Use List Subscriptions with status and date filters to pull three groups: subscriptions created in the last 7 days (new business), subscriptions that are currently active, and subscriptions canceled in the last 7 days (churn). Then use List Invoices to pull the week's invoices split by paid and unpaid status, and use List Transactions to pull the week's payments so the cash picture lines up with the invoices.

Next, do the math a founder actually cares about. Calculate new MRR from the new subscriptions, churned MRR from the cancellations, and net movement as new MRR minus churned MRR. Chargebee returns money as integers in the currency's smallest unit (cents), so convert to dollars before reporting. Identify the biggest new deals by monthly value and the most notable cancellations, and flag anything unusual in the invoice picture, such as a jump in unpaid invoices. To produce the week-over-week line, run the same subscription filters shifted back one week and compare net movement against the prior 7-day window.

Then write a short plain-English executive summary. Open with a single one-line week-over-week comparison at the very top, for example net new MRR this week versus last week with the percentage change. Follow with the headline numbers: new MRR, churned MRR, and net movement. Call out the biggest new deals by name and the most notable cancellations, then give a quick line on paid versus unpaid invoices. Keep it focused on the numbers that matter to a founder rather than dumping raw records, and keep the whole thing skimmable in under a minute.

Finally, send it through Gmail. Use Create a Draft to compose the email to the leadership recipients I configure, with a clear subject line like 'Weekly subscription revenue brief', then use Send a Draft to deliver that draft to everyone on the list. If a Chargebee list comes back empty for the week, still send the brief and say so plainly rather than skipping the email.

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