Export the monthly revenue report from Airtable

An Orkeste agent compiles your monthly revenue snapshot from Airtable: MRR by segment, ARR movement, currency split, top movers. Finance reviews and edits the draft report before it's distributed to leadership.

How the workflow runs

1. Aggregate from Airtable: Agent pulls the revenue tables for the month.
2. Cross-check totals: Validates against Stripe payouts and flags any mismatch.
3. Compose report: Drafts the report with MRR, ARR, segments, top movers, narrative.
4. Finance reviews: Finance reviews and edits the draft before it is distributed.
5. Distribute: Approved report is sent to leadership and archived in Airtable.

Human-in-the-loop: The report is finance-approved before distribution; any cross-check mismatch is surfaced, never silently smoothed.

Works with your stack

• airtable
• stripe
• gmail

Related workflows

• Reconcile Stripe payouts against Airtable records
• Track subscription churn signals in Stripe with AI
• Detect failed Stripe payments and drive dunning with AI

Questions about this workflow

Can it handle multi-entity orgs?

Yes. Reports can be segmented by entity, region or product line as configured.

What format is the report?

Configurable: a Google Doc, a PDF, or a Slack-friendly summary. The underlying data stays in Airtable.

Does it replace our BI tool?

No. It produces the narrative monthly snapshot; your BI tool remains the source for ad-hoc analysis.