Send financial metrics monthly to Mattermost

For Mattermost, this workflow automates the monthly delivery of key financial metrics, including active customers, new customers, growth rate, and recurring revenue, directly from ProfitWell. It ensures timely insights every month at 9 AM, enhancing team awareness and decision-making without manual effort.

7/8/2025
3 nodes
Simple
schedulesimpleprofitwellmattermostautomation
Categories:
Communication & MessagingSchedule TriggeredSimple WorkflowFinancial & Accounting
Integrations:
ProfitWellMattermost

Target Audience

  • Finance Teams: Professionals who need to track financial metrics regularly.
    - Business Analysts: Individuals analyzing customer growth and revenue metrics.
    - Product Managers: Those interested in customer engagement and retention statistics.
    - Automation Enthusiasts: Users looking to automate reporting processes to save time.
    - Companies Using ProfitWell and Mattermost: Organizations already utilizing these tools for financial insights and team communication.

    • Problem Solved

    This workflow automates the process of sending monthly financial metrics from ProfitWell to Mattermost, ensuring that teams receive timely updates without manual intervention. It eliminates the need for manual data retrieval and reporting, reducing errors and saving time.

    Workflow Steps

  • Step 1: The workflow is triggered monthly at 9 AM via the Cron node.
    - Step 2: It retrieves financial metrics such as active customers, trailing customers, new customers, growth rate, and recurring revenue from ProfitWell.
    - Step 3: The collected data is formatted into a structured message.
    - Step 4: The formatted message is sent to the specified Mattermost channel for the team to review.

    • Customization Guide

  • Change Trigger Time: Modify the hour in the Cron node to adjust when the report is sent.
    - Customize Metrics: Update the ProfitWell parameters to include additional metrics or change the type of data retrieved.
    - Modify Message Format: Alter the message in the Mattermost node to change how data is presented or to add additional information.
    - Select Different Channel: Change the channelId in the Mattermost node to send reports to a different team or channel.