Day 11: Finance & Revenue Operations - Stripe Integration
Build a revenue operations agent that monitors payments, analyzes subscription metrics, and provides financial insights through Stripe integration.
Day 11 challenge
Goal: create a revenue operations agent with Stripe integrationTheme: domain specialization week - financial intelligenceTime investment: ~20 minutes
Welcome to Day 11 and Week 3! You’ve mastered agent creation and workflows. Now
you’ll specialize in domain-specific agents—starting with finance and
revenue operations through Stripe integration.This week is about building agents that don’t just use tools, but understand the
business context and best practices of specific domains.
Work with Concierge to build a specialized financial agent:
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Ask AI
I want to create a revenue operations agent that monitors our Stripe payments and subscriptions.The agent should:- Track key revenue metrics (MRR, churn, new vs expansion revenue)- Identify at-risk customers based on payment patterns- Generate weekly revenue reports with insights- Alert on significant revenue events (large cancellations, payment failures)- Provide customer health scores based on payment historyIt should think like a revenue operations manager who understands SaaS metrics.
Coming soon daily and weekly scheduled tasks. For now, you’ll need to
interact with your agent through the UI to run these workflows.
Weekly revenue report:
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Ask AI
Can you analyze last week's revenue performance including:- New vs lost MRR- Payment failure rate and recovery- Top customers by revenue- Churn risk assessment- Week-over-week comparisonFormat as an executive summary with key metrics and action items.
Customer health monitoring:
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Ask AI
Can you check for:- Failed payments needing attention- Customers with multiple failed attempts- Sudden usage drops indicating churn risk- Opportunities for upgrades based on usageAlert me only for critical issues needing immediate action.
Pro tip set calendar reminders to run your revenue report weekly and
health checks daily until automated scheduling is available.
In 20 minutes, you’ve built a domain-specific revenue operations agent:Financial intelligence agent that understands revenue metrics and SaaS
business modelsStripe integration connected payment and subscription data for real-time
insightsManual workflows revenue reporting and customer health monitoring that you
can run on-demandDomain expertise agent that thinks like a revenue operations manager, not
just a data fetcher
Based on our payment patterns, what early warning signs should I watch for to prevent churn?
This helps your agent develop predictive capabilities specific to your business.Time to complete ~20 minutesSkills learned domain-specific agent design, Stripe integration, revenue
intelligence, automated financial workflowsNext Day 12 - Development & infrastructure agents with GitHub and Vercel
Remember the best financial agents don’t just report numbers—they
understand what those numbers mean for your business and what actions to take.