Operations
HourlyFailed payments handled every hour.
A workflow watches Stripe for failed charges and starts recovery. A second one reconciles what you billed against what your own database recorded after the books close.
5,000 free credits to start.
How it works
Three steps to a workflow
- Step 01
Connect Stripe and your database
A restricted Stripe key covers reporting workflows. Add write scopes only where a workflow must act. Your database gives the agent the other side of the reconciliation.
- Step 02
Describe the rules
Say when to email a customer, when to escalate to an owner, and what a mismatch means. The agent applies judgment where a rules engine needs a hundred branches.
- Step 03
Run it hourly and monthly
Recovery runs every hour and looks at the last hour of charges. Reconciliation runs after the books close. Both post where your revenue team reads.
The run
What one run looks like
Each line is a tool call. The agent finds the API it needs, reads the result, and acts. The full transcript stays on the run.
Every hour, find failed charges from the last hour, start recovery, and escalate enterprise accounts.
- stripe·list failed charges in the last hour
- attio·look up the account owner and contact
- stripe·create hosted payment update links
- resend·send recovery emails
- slack·notify owners in #revenue
3 failed payments handled
- $2,340 at risk across 3 accounts
- Emails sent from [email protected]
- 1 enterprise account escalated to @priya
- Note added to each Attio record
Templates
Start from a prompt that works
Each template has the prompt, the trigger it needs, and the integrations it uses.
Sales & RevOps
Failed payment recovery
Finds failed charges every hour, emails the billing contact a working update link, and escalates the accounts that matter.
Sales & RevOps
Churn risk watchlist
Joins billing signals with product usage and support volume to find the accounts drifting toward the exit.
Operations
Weekly metrics report
Queries your warehouse, computes the metrics your team argues about, and posts a report with the outliers called out.
FAQ
Questions, answered
Put a workflow on billing operations.
Write the prompt, pick the trigger, and read the first run.