Weekly subscription revenue and churn brief for leadership

Every Monday, get a plain-English recap of new revenue, churn, and net movement from your subscription billing, emailed straight to your leadership team.

Agentic Task
ChargebeeGmailFinanceOperationsAI ReportsEmail AutomationDaily Digests
PromptCreate

Every Monday at 8:00am, run automatically on a schedule to compile a subscription revenue brief for our leadership team and email it out. This is a weekly digest, so use a cron trigger rather than polling (Chargebee is not a source we can poll for this).

First, gather the past week's billing activity from Chargebee. Use List Subscriptions with status and date filters to pull three groups: subscriptions created in the last 7 days (new business), subscriptions that are currently active, and subscriptions canceled in the last 7 days (churn). Then use List Invoices to pull the week's invoices split by paid and unpaid status, and use List Transactions to pull the week's payments so the cash picture lines up with the invoices.

Next, do the math a founder actually cares about. Calculate new MRR from the new subscriptions, churned MRR from the cancellations, and net movement as new MRR minus churned MRR. Chargebee returns money as integers in the currency's smallest unit (cents), so convert to dollars before reporting. Identify the biggest new deals by monthly value and the most notable cancellations, and flag anything unusual in the invoice picture, such as a jump in unpaid invoices. To produce the week-over-week line, run the same subscription filters shifted back one week and compare net movement against the prior 7-day window.

Then write a short plain-English executive summary. Open with a single one-line week-over-week comparison at the very top, for example net new MRR this week versus last week with the percentage change. Follow with the headline numbers: new MRR, churned MRR, and net movement. Call out the biggest new deals by name and the most notable cancellations, then give a quick line on paid versus unpaid invoices. Keep it focused on the numbers that matter to a founder rather than dumping raw records, and keep the whole thing skimmable in under a minute.

Finally, send it through Gmail. Use Create a Draft to compose the email to the leadership recipients I configure, with a clear subject line like 'Weekly subscription revenue brief', then use Send a Draft to deliver that draft to everyone on the list. If a Chargebee list comes back empty for the week, still send the brief and say so plainly rather than skipping the email.

Example output

Week of Jul 7-13: net new MRR +$4,200, up 12% from last week. New MRR: $6,100 from 8 new subscriptions Churned MRR: $1,900 from 3 cancellations Net movement: +$4,200 Biggest new deals: - Acme Corp, Growth plan, $2,400/mo - Northwind, Pro plan, $1,200/mo Most notable cancellations: - Globex, Starter plan, $900/mo (churned after trial) Invoices: 42 paid ($38,400), 5 unpaid ($4,100 outstanding).

Additional information

What does this prompt do?
  • Pulls the past week's subscription activity from your billing: new signups, active plans, and cancellations, plus paid and unpaid invoices and the week's payments.
  • Calculates the numbers founders actually track: new revenue added, revenue lost to churn, and the net change for the week.
  • Highlights your biggest new deals and the most notable cancellations by name instead of dumping raw records.
  • Writes a short executive summary with a one-line week-over-week comparison at the top and emails it to the leadership list you choose.
What do I need to use this?
  • A Chargebee account with an API key (read-only is fine)
  • A Gmail account to send the brief from
  • The email addresses of the leadership team who should receive the weekly brief
How can I customize it?
  • Change the day and time it runs (the default is Monday at 8am).
  • Update the recipient list to add or remove leadership team members.
  • Adjust what counts as a big new deal or a notable cancellation so the callouts fit your business.

Frequently asked questions

When does the brief go out?
By default it runs every Monday at 8am and emails the summary to your leadership list. You can change the day and time to whatever suits your team.
What numbers are in the brief?
New revenue added, revenue lost to cancellations, and the net change for the week, plus a one-line comparison to the previous week and callouts for your biggest new deals and most notable cancellations.
Do I need to know how to code?
No. You connect Chargebee and Gmail once, set your recipients and schedule, and the agent pulls the data, does the math, and writes the summary for you.
Will it email raw billing data?
No. It writes a short plain-English summary focused on the numbers a founder cares about, not a dump of every record.
Can I send it to more than one person?
Yes. Add as many leadership email addresses as you like and everyone receives the same weekly brief.

Stop compiling your revenue numbers by hand every Monday.

Let an agent pull the week's subscription data, do the math, and email your leadership team a clear revenue brief before the week even starts.