Monday morning ThriveCart revenue review

Every Monday at 8am, get a written weekly revenue review with callouts on refund spikes and top affiliates, posted to Notion and Slack.

Agentic Task
ThriveCartNotionSlackFinanceOperationsAI ReportsDaily Digests

Every Monday at 08:00 in my local time, generate a weekly revenue review for my team using ThriveCart data and publish it to Notion and Slack. Use a cron trigger.

Step 1: Pull last week's transactions from ThriveCart using List Transactions. Use perPage=100 (the max) and paginate through every page until you have the full set. The window is the last 7 full days ending at the moment the workflow runs. Then call List Transactions a second time for the 7 days before that window so you have a comparable period. ThriveCart caps requests at 60 per minute, so batch politely and back off on 429s.

Step 2: Compute the headline metrics for the current week and the prior week. ThriveCart returns money in cents, so divide by 100 for dollars. Report: gross sales, refund rate (refunded transactions over total transactions), new revenue vs recurring revenue (one-time vs subscription transactions), and the top 3 products by gross revenue. Also compute the week-over-week percent change on gross sales.

Step 3: Call List Affiliates from ThriveCart and identify the affiliates who drove the most sales in the current week (count of attributed transactions). Surface the top 3.

Step 4: Write a short narrative review. The value is in the prose, not a raw table. A few paragraphs is fine. Lead with the week-over-week story ("Revenue was up 12% week over week, driven by Product X"), then call out anything that deserves attention: a refund rate that ticked up on a specific product, an affiliate who outperformed, a product that fell off. Be specific and use real numbers. Skip filler.

Step 5: Publish the narrative as a Notion page using Create a Page. The parent database should be configurable (let me pick it on setup). Title the page something like "Weekly revenue review — week of {Monday date}". Put the full narrative in the page body.

Step 6: Post to Slack using Send a Message. The channel should be configurable. The message is a one-paragraph teaser (the headline number, the standout callout, and one affiliate or product highlight) followed by a link to the Notion page. Keep it tight, this is a Monday morning glance.

Use the agent workflow type. The judgement calls (which callouts matter, how to phrase the narrative, what's worth flagging) are the whole point, so let the agent decide what to highlight rather than dumping a fixed template.

Additional information

What does this prompt do?
  • Pulls last week's ThriveCart sales and compares them to the week before so you can see momentum at a glance.
  • Writes a short narrative review with the numbers that matter: gross sales, refund rate, new versus recurring revenue, and the top three products.
  • Calls out anything worth a closer look, like a refund spike on one product or an affiliate punching above their weight.
  • Publishes the full review as a Notion page and drops a one paragraph teaser plus the link into your team Slack channel.
What do I need to use this?
  • A ThriveCart account with API access enabled.
  • A Notion workspace and a parent database where the weekly review pages should live.
  • A Slack workspace and the channel where the Monday morning teaser should land.
How can I customize it?
  • Change the day and time the review runs, for example Friday afternoon instead of Monday morning.
  • Swap the Notion database or the Slack channel, or post to more than one channel.
  • Adjust the comparison window (week over week is the default, but month over month or quarter to date also works).
  • Tell the agent which metrics to lead with or which products and affiliates to spotlight.

Frequently asked questions

Do I need a Notion paid plan to use this?
No. Any Notion workspace where you can create pages in a database works. You will pick the parent database when you set the workflow up.
What if my team does not use Slack?
You can swap the Slack step for an email, a Microsoft Teams message, or another notification channel by editing the prompt before you run it.
Will the numbers match my ThriveCart dashboard exactly?
They use the same underlying transactions, so totals line up. The agent converts cents to dollars and rounds where it makes sense for a written review.
How does it pick the top products and affiliates?
Top products are ranked by gross revenue in the last seven days. Top affiliates are ranked by the number of sales they drove in the same window.
Can I get more than a weekly cadence?
Yes. You can run the same review daily, every other week, or monthly. Just change the schedule when you set it up.

Stop piecing together your weekly revenue review by hand.

Connect ThriveCart, Notion, and Slack once, and Geni writes a thoughtful weekly review for your team every Monday at 8am.