Automate Monthly Financial Metric Reporting to Mattermost
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Effortlessly send your key monthly financial metrics from ProfitWell directly to your Mattermost channels. This workflow ensures your team stays informed with crucial business insights without manual intervention.
About This Workflow
This n8n workflow automates the dissemination of vital monthly financial performance data. By integrating with ProfitWell, it pulls key metrics such as active customers, trailing customers, new customers, growth rate, and recurring revenue. The workflow is triggered on a monthly basis via a cron job, ensuring consistent updates. Finally, these aggregated metrics are formatted and sent as a clear message to a designated Mattermost channel, keeping your team synchronized and data-driven.
Key Features
- Automated Data Retrieval: Seamlessly pulls monthly financial metrics from ProfitWell.
- Scheduled Reporting: Customizable monthly scheduling ensures timely updates.
- Real-time Communication: Instantly broadcasts key metrics to your Mattermost team channels.
- Customizable Message Formatting: Tailor the reported metrics to highlight what matters most to your team.
- Effortless Integration: Connects ProfitWell and Mattermost with minimal configuration.
How To Use
- Set up Cron Trigger: Configure the
Cronnode to run at your desired monthly interval (e.g., the 1st of every month at 9 AM). - Connect ProfitWell: Authenticate with your ProfitWell account in the
ProfitWellnode and select 'monthly' as the data type. - Configure Mattermost Message: In the
Mattermostnode, define the message content using expressions to pull data from theProfitWellnode (e.g.,{{$node["ProfitWell"].json["active_customers"]}}). Specify thechannelIdfor your desired Mattermost channel. - Enable the Workflow: Activate the workflow in n8n to start automated reporting.
Apps Used
Workflow JSON
{
"id": "5a7f80e8-547d-45d3-a6be-a22213f59b7d",
"name": "Automate Monthly Financial Metric Reporting to Mattermost",
"nodes": 6,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 5a7f80e8-547d...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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