SendToTeam + Stripe Integration

SendToTeam connects to Stripe using a restricted API key that you create in your Stripe Dashboard with read-only permissions on the resources you choose. Typically, you grant read access to Charges, Subscriptions, Customers, Invoices, and Products. Because you create the restricted key yourself, you control exactly which Stripe data SendToTeam can see — and the key can be rotated or revoked at any time without affecting the rest of your Stripe integrations.

Revenue reporting is the primary use case. Your AI employee queries Stripe's API to compile reports that include gross revenue, net revenue after Stripe fees, refund totals, MRR (monthly recurring revenue), churn rate by cohort, and revenue breakdowns by product or price tier. A weekly report might show that MRR grew 3.2% from $48,200 to $49,740, with four new subscriptions on the Pro plan and two cancellations on the Starter plan. These reports are delivered to your review queue or written directly into a connected Google Sheet.

Event-triggered outreach uses Stripe webhooks. You configure which Stripe events forward to SendToTeam: customer.subscription.created, invoice.payment_failed, customer.subscription.deleted, and others. When a webhook fires, the AI employee reads the event payload and drafts an appropriate customer email. For a failed payment, the draft is empathetic and includes a direct link to update billing information (using Stripe's customer portal URL). For a new subscription, the draft welcomes the customer and highlights features relevant to the plan they chose.

A specific workflow: a customer's payment fails (the invoice.payment_failed webhook fires). Your AI employee checks the customer's subscription history — they have been paying for 11 months — and drafts a message that acknowledges their loyalty, avoids sounding like an automated dunning email, and provides a one-click link to Stripe's hosted billing portal to update their card. You review the draft, approve it, and the email sends through your connected Gmail or Outlook integration.

For SaaS companies tracking unit economics, this integration turns raw Stripe transaction data into the executive-ready financial summaries that typically require a finance team or BI tool to produce.