Start every week with a comprehensive view of your business metrics. This workflow pulls data from your key tools, uses AI to identify trends and anomalies, and delivers an insightful weekly report to Slack that highlights what matters most.
Pull revenue metrics from Stripe
The workflow queries Stripe for key revenue metrics including weekly revenue, MRR changes, new subscriptions, churned customers, and average transaction value. It calculates week-over-week changes for trend analysis.
Fetch traffic data from Google Analytics
From Google Analytics, the workflow pulls weekly visitors, page views, conversion rates, top traffic sources, and user behavior metrics. It compares against the previous week to identify significant changes.
Gather pipeline data from HubSpot
The workflow retrieves HubSpot data including new leads, deals created, deals closed, pipeline value changes, and activity metrics. This provides a complete picture of sales and marketing performance.
Generate AI analysis and insights
Using OpenAI, the workflow analyzes all the collected data to identify meaningful trends, flag anomalies that need attention, correlate metrics across systems, and generate actionable recommendations for the week ahead.
Deliver weekly report to Slack
A comprehensive weekly report is posted to Slack with key metrics, sparkline trends, AI-generated insights, and recommended focus areas. The report is formatted for easy scanning with expandable sections for detail.
Why automate weekly metrics reporting with AI?
Business leaders need a consolidated view of performance, but data lives in dozens of tools. Manually pulling reports from each system is time-consuming and the insights often arrive too late to act on. AI-powered reporting delivers timely, actionable intelligence automatically.
Get a unified view across all your tools
Instead of logging into Stripe, Google Analytics, and HubSpot separately, get all your key metrics in one place. The AI correlates data across systems to surface insights no single tool can provide.
Surface insights, not just data
Raw numbers require interpretation. The AI analyzes your metrics to identify what actually matters: unusual spikes, concerning trends, and opportunities you might otherwise miss in spreadsheets.
Start every week with clear priorities
The AI-generated recommendations help you focus on what needs attention. Instead of reviewing dashboards and deciding what to work on, you get actionable suggestions based on the data.
How to set up automated weekly metrics reports
Setting up this multi-source reporting workflow takes about 20 minutes. You'll connect your data sources, configure which metrics to track, and customize the report format.
What you need to get started
- Stripe account for revenue data
- Google Analytics for traffic metrics
- HubSpot for pipeline data
- OpenAI API key for analysis
- Slack workspace for report delivery
Selecting metrics to include
- Choose your most important KPIs from each source
- Define comparison periods (week-over-week, month-over-month)
- Set thresholds for what constitutes a significant change
- Identify metrics that should be correlated (e.g., traffic vs. leads)
Customizing AI analysis
- Provide context about your business model and goals
- Define what good vs. concerning trends look like
- Specify any seasonal patterns to account for
- Include benchmarks for performance evaluation
Frequently asked questions about AI metrics reporting
Can I add other data sources beyond Stripe, GA, and HubSpot?
Yes, you can add any data source with API access. Common additions include Salesforce, Mixpanel, customer support metrics, or internal databases.
How does the AI know what insights are meaningful?
The AI looks for statistically significant changes, correlations between metrics, deviations from historical patterns, and trends that match concerning or positive scenarios you've defined.
Can I get reports more or less frequently than weekly?
Yes, you can configure daily, weekly, monthly, or custom schedules. Many teams use daily reports for operational metrics and weekly or monthly for strategic reviews.
What if I want the report in email or a dashboard instead of Slack?
You can swap Slack for email delivery, Notion pages, or any other destination. Some teams send to multiple channels for different audiences.