Spot Churn and Upsell Opportunities Monthly
First of every month, Notis emails you a complete subscription snapshot—which plans are selling, who's at risk, where to focus retention and expansion energy.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List subscriptions
Retrieves a list of stripe subscriptions, optionally filtered by various criteria such as customer, price, status, collection method, and date ranges, with support for pagination.
Why this helps
Subscription businesses need regular health checks, but logging into Stripe monthly to manually review subscriptions is friction neurodivergent founders often skip.
- Catch at-risk subscriptions before customers churn
- Identify your strongest plans and double down on them
- Spot expansion opportunities in your customer base
- Build a monthly cadence for revenue reviews without Stripe fatigue
Setup
Build it in a few focused steps.
- 1Connect Stripe to Notis.
- 2Set up a recurring automation: "First of each month, list all active subscriptions and send me a summary email showing plan distribution, active customer count, and MRR by plan."
- 3Choose email or Slack delivery.
- 4Review the first report and identify one churn risk to address.
- 5Use the monthly audits to guide retention and expansion strategy.
Questions about this workflow
Can I filter subscriptions by status or plan?
Yes—ask Notis to show only "active" subscriptions, or separate them by plan so you see which tiers are most popular.
Can I include customer names or just aggregate data?
Notis can include customer names and subscription details so you can reach out to specific accounts at risk.
What if I want to do this weekly instead of monthly?
Absolutely—adjust your prompt to "every Monday" instead and Notis will adjust the frequency.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Stripe. A trigger fires from one place; an action lands in another.
Gmail triggers
Stripe actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Cancel subscription
Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Create payment intent
Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.
Create a price
Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Connect any two apps with Notis in the middle.
Not just Gmail and Stripe. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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