Daily Kajabi Sales Digest in Slack | Revenue, Top Offers, Deltas

Build me an agent workflow that posts a daily Kajabi sales digest to Slack every weekday at 9am in my local timezone.

Trigger: cron, Monday through Friday at 9:00 in my timezone. Kajabi does not have a poll trigger, so this must be cron.

On each run, the agent should:

1. Use Kajabi 'List Orders' filtered by my site and the last 24 hours to gather yesterday's completed orders, refunds, and totals. Paginate if needed.

2. Use Kajabi 'List Purchases' filtered by my site and the last 24 hours to identify which offers were purchased, who the new customers are, and any cancellations.

3. For the top offers that appear in those purchases, use Kajabi 'Get Offer Details' (or 'List Offers') to resolve human-readable offer names rather than showing raw IDs.

4. Also pull the equivalent windows for the prior business day and the same weekday one week ago so the agent can compute day-over-day and week-over-week deltas for revenue and order count.

5. Compose a clean Slack message that includes: total gross revenue, net revenue after refunds, number of completed orders, the top 3 best-selling offers by revenue (with offer name and units sold), any refunds or cancellations called out as their own section, and the count and names of new customers acquired. Lead the message with day-over-day and week-over-week deltas so the team can read momentum at a glance.

6. Post the message to a Slack channel I specify using the Slack Bot 'Send a Message' action. Format with Slack mrkdwn (bold headers, bullet lists, a short summary line at the top). Keep the message scannable in under 15 seconds.

Inputs I should be asked for: Kajabi site ID (if I have multiple sites), Slack channel ID for the digest, my timezone, and whether Monday's digest should cover Friday through Sunday or just Sunday.

Money should be displayed in the site's currency, with cents converted to whole units. If a day has zero orders, still post a short message so the team knows the job ran.

Additional information

What does this prompt do?

Pulls yesterday's Kajabi orders and purchases for your site, then summarizes total revenue, completed orders, and new customers acquired in one Slack message.
Calls out your top three best-selling offers by name, plus any refunds or cancellations so nothing slips past the team.
Adds day-over-day and week-over-week change so you can spot momentum or drop-offs at a glance, not three weeks later.
Runs automatically every weekday at 9am and posts to the Slack channel of your choice, no spreadsheet, no manual pull.

What do I need to use this?

A Kajabi account on the Pro plan (or with the Public API add-on enabled) and permission to create an API key.
A Slack workspace where you can install the Geni bot and a channel for the digest.
The site you want to report on, if your Kajabi account runs more than one.

How can I customize it?

Change the schedule. 9am weekdays is the default, but you can run it weekends, twice a day, or only on Mondays.
Swap the destination. Post to a #revenue channel, a leadership-only private channel, or DM the founder directly.
Tune what's in the recap. Add subscription churn, average order value, a longer offer leaderboard, or strip it down to a single revenue number.

Frequently asked questions

Will this work if I have more than one Kajabi site?

Yes. Tell Geni which site you want to report on when you set it up, and the digest will only include orders and purchases from that site.

What happens on weekends and holidays?

By default it runs Monday through Friday at 9am in your timezone. If you want a Monday digest to cover Friday through Sunday, just say so when you set it up and Geni will adjust the lookback window.

Can it post to more than one Slack channel?

Yes. You can post the same digest to multiple channels, or send a leadership-only version to one channel and a public win-celebration version to another.

Does it count refunds against revenue?

Refunds and cancellations are called out as their own line item so you see net revenue alongside gross, and the team knows what to follow up on.

How are the day-over-day and week-over-week comparisons calculated?

Geni compares yesterday's numbers to the previous business day and to the same weekday a week ago, so a Monday digest is compared against the prior Friday and the previous Monday.