The exact AI stack I use to move faster.
Use cases first, tools second. Every Playbook lists the stack in order and explains why this set of tools — not the obvious ones. The reasoning is the part you can’t copy.
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All Playbooks
- Automation
Gmail Thread Aging + Stripe Invoice Overdue: Unified AR Follow-Up Digest to Slack via Zapier
Surface overdue Stripe invoices and the exact age of your last Gmail thread with that customer — every morning at 8:30, automatically — so AR follow-up stops living in someone's head.
- Automation
Outlook Calendar Load + HubSpot Deal Velocity: Weekly Ops Digest to Microsoft Teams
Every Monday at 07:30, your revenue team gets one Teams card: last week's deal pipeline movement next to each rep's actual meeting load — so you stop guessing whether low close rates are a pipeline problem or a capacity problem.
- Automation
Intercom Ticket Volume + Razorpay Failed Payments: Daily Support-Cost-per-Revenue Alert to Slack via Zapier
Catch the support cost blowout from Razorpay failed payments before your agents are already buried.
- Automation
Weekly Product Metrics Digest: Mixpanel + Google Analytics → Slack via n8n
Every Monday at 8 AM, your team gets last week's activation, retention, and traffic numbers in Slack — without anyone opening a dashboard.
- Automation
MRR Reconciliation Report: Stripe → Airtable → Claude → Slack Narrative
Every 1st of the month, this workflow pulls your Stripe data, reconciles MRR, writes a plain-English narrative via Claude, and posts it to Slack — no analyst required.
- Automation
Gmail Inbox Operations Digest: Open Threads + Calendar Load → Google Sheets → Slack
Every weekday at 7 AM: pull every unanswered Gmail thread older than 24h, count your meeting load from Google Calendar, and drop a structured ops digest into Slack before you've touched your inbox.
- Automation
Daily Revenue Digest: Stripe + Razorpay → Google Sheets → Slack Alert
Stop manually reconciling Stripe and Razorpay every morning — automate the full digest into Google Sheets and Slack before standup.
- Automation
Google Analytics 4 + HubSpot Contact Lifecycle: Weekly Acquisition-Quality Digest to Microsoft Teams via Pipedream
Every Monday, this workflow cross-references last week's GA4 traffic sources with HubSpot contact creation and lifecycle progression — then posts a digest to Microsoft Teams showing which acquisition channels are actually producing contacts that convert.
- Automation
Mixpanel Activation Funnel + HubSpot Deal Stage Reconciliation: Weekly Ops Digest to Microsoft Teams
Your product says a user activated. Your CRM says the deal is still in 'Demo Scheduled'. Nobody follows up. The account goes cold. This workflow catches that every Monday before anyone notices.
- Automation
Google Analytics 4 + Intercom CSAT Weekly Rollup: Correlated Engagement-to-Support Digest via Make
Catch UX degradation before your quarterly review — pull GA4 engagement and Intercom CSAT for the same 7-day window, correlate them automatically, and get a structured digest in Slack every Monday morning.
- Automation
Intercom Conversation Volume + Mixpanel Activation Rate: Correlated Weekly Health Score to Slack via Zapier
One number every Monday that tells you whether support is up because you're growing or because something broke.
- Automation
Amplitude Retention Drop + Stripe Churn Precursor: Weekly Correlated Alert to Slack via Make
Catch the product engagement signal that predicts churn 2–3 weeks before it shows up in your Stripe MRR.
- Automation
Razorpay + Stripe Daily Fee Leakage Report: Processing Cost Anomalies to Slack via Pipedream
Catch the day your payment processor quietly started charging you more — before it compounds into a material variance.
- Automation
Intercom CSAT + Stripe Churn Signal: Daily At-Risk Account Alert to Slack via Zapier
Every morning, surface every paying account that rated support 'Unhappy' in the last 24 hours — with their Stripe MRR attached — so your CS team can call before the cancel request lands.
- Automation
Zendesk CSAT Drop + Intercom Volume Spike: Correlated Support Health Alert to Microsoft Teams via Zapier
Detect a CSAT drop and an Intercom volume spike at the same time — and get a Teams alert before your support queue hits 200 tickets deep.
- Automation
Mixpanel Funnel + Stripe MRR Overlap: Daily Activation-to-Revenue Health Check to Microsoft Teams via Pipedream
Know before standup whether yesterday's activated users converted to paid — not after you've burned a sprint on the wrong fix.
- Automation
Razorpay + Stripe Weekly Revenue vs. Forecast Reconciliation: Variance Alert to Slack via Pipedream
Every Monday, auto-compare last week's actual revenue across Razorpay and Stripe against your Google Sheets forecast — and ping Slack only when the gap is real.
- Automation
Stripe + Razorpay vs. Airtable Revenue Ledger: Nightly Reconciliation with Anomaly Alerts to Slack via n8n
Catch revenue discrepancies between your payment gateways and your internal ledger before your accountant does — automatically, every night.
- Automation
Outlook + HubSpot Contact Inactivity: Weekly Re-Engagement Risk Digest to Microsoft Teams via n8n
Every Friday at 09:00, surface every HubSpot contact in an active deal stage who hasn't had an Outlook email touch in 14+ days — before the deal quietly dies.
- Automation
Zendesk Weekly Ticket Volume + Razorpay Failed Payment Correlation: Support Cost Intelligence Digest to Slack via Pipedream
Correlate Zendesk ticket spikes with Razorpay payment failures from the same week — delivered as a structured digest to Slack every Monday — so you can finally see if broken payments are your real support cost driver.
- Automation
Stripe Subscription Churn + Intercom Conversation History: Weekly At-Risk Account Brief to Microsoft Teams via Make
Every Monday at 8 AM, your CS team gets a list of every account that canceled or downgraded in the last 7 days — with their last Intercom conversation attached — before standup.
- Automation
Mixpanel Funnel + Stripe Trial Conversion: Daily Cohort Health Digest to Slack via n8n
Every morning, join Mixpanel's trial activation data with Stripe's conversion data for the same cohort and push one digest to Slack — so you know in 30 seconds whether activation or billing is killing your trials.
- Automation
Google Analytics 4 + Stripe Trial-to-Paid Conversion: Weekly Funnel Health Digest to Slack via Zapier
Correlate GA4 traffic with Stripe trial starts and paid conversions into one weekly Slack table — so you know whether that traffic spike turned into revenue or just burned your ad budget.
- Automation
HubSpot Deal Stage + Gmail Thread Age: Daily Stale-Deal Escalation Digest to Slack via Make
Surface every deal that's gone dark — no reply in 5+ days, still open in HubSpot — every morning before your sales standup.
- Automation
Razorpay + Stripe vs. Forecast Variance: Daily P&L Snapshot with Claude Narrative to Slack via Pipedream
Pull live revenue from Razorpay and Stripe, check it against your forecast, and get a Claude-written P&L brief in Slack every morning before standup — automatically.
- Automation
Support Volume & CSAT Threshold Alert: Intercom → Airtable → Microsoft Teams
Stop checking Intercom reactively — sync it to Airtable, compute the trends, and let Teams tell you when something's wrong.
- Automation
Google Analytics 4 + Intercom CSAT + Stripe MRR: Monday Morning CEO Brief to Microsoft Teams via Make
One automated message, every Monday at 8 AM — traffic, support health, and revenue in a format a CEO can act on in 60 seconds.
- Automation
Stripe + Razorpay vs. Airtable Revenue Ledger: Nightly Reconciliation with Claude Narrative to Microsoft Teams via Pipedream
Every night, pull raw charge data from Stripe and Razorpay, diff it against your Airtable ledger, let Claude write a plain-English mismatch summary, and have it in Microsoft Teams before your finance lead pours their first coffee.
- Automation
Razorpay + Stripe Dual-Gateway Reconciliation: Daily Mismatch Alerts to Slack
Catch revenue discrepancies between Razorpay and Stripe every morning before your finance team opens their laptop.
- Automation
Segment Event Volume Anomaly + Razorpay Revenue Gap: Daily Data Pipeline Health Alert to Slack via n8n
Every morning, automatically check whether Segment is actually receiving events from your key sources — then cross-reference any drop against Razorpay revenue so you know in 60 seconds whether you have a tracking bug or a real usage decline, before your team wastes 3 hours debugging the wrong thing.
- Automation
HubSpot Deal Stage Lag + Gmail Thread Age + Stripe Invoice Status: Daily Sales Friction Digest to Slack via Zapier
Every morning, surface every HubSpot deal stuck for 5+ days, cross-check the last Gmail thread timestamp and the Stripe invoice status, then post a prioritized action list to Slack — so your AEs know exactly which deals to touch before noon.
- Automation
Google Analytics 4 + Intercom Conversation Tags + Stripe Trial Status: Daily Activation Health Digest to Microsoft Teams via Pipedream
Every morning, pull GA4 activation events, Intercom onboarding conversations, and Stripe trial starts into one Teams card — so you stop confusing funnel activity with funnel results.
- Automation
Stripe + Razorpay Weekly Fee Anomaly & Net Revenue Report to Slack via n8n
Stop doing gateway math in a spreadsheet — automate the weekly reconciliation across Stripe and Razorpay, and get a Slack alert the moment your blended fee rate goes sideways.
- Automation
Calendly Booking Surge + Stripe Trial Conversion Lag: Sales Capacity Alert to Microsoft Teams via n8n
Know the exact moment your demo backlog is outpacing your trial conversion rate — before you've booked three weeks of calls you can't convert.
- Automation
HubSpot Open Deals + Gmail Thread Lag: Weekly Sales Friction Digest to Slack via Make
Every Friday at 3 PM, this surfaces every HubSpot deal that's gone cold and every Gmail thread that hasn't moved in 5+ days — so your team walks in Monday knowing exactly what to chase.
- Automation
Amplitude Cohort Retention Drop + Stripe MRR Shrinkage: Correlated Weekly Alert to Slack via Make
Auto-correlate Amplitude retention drops with Stripe MRR shrinkage every Monday morning — so you know which cohort is churning and what it's costing before standup starts.
- Automation
Zendesk Ticket Surge + Stripe MRR Overlay: Correlated Support-Cost Alert to Slack
Track tickets-per-dollar of MRR — the ratio that tells you whether you have a scaling problem, a product bug, or a pricing mismatch.
- Automation
Intercom + Razorpay Failed Payment Correlation: Daily Support Cost Alert to Microsoft Teams via n8n
Quantify exactly how much failed payments are costing you in support volume — and alert when that cost crosses your threshold.
- Automation
Razorpay Settlements + Supabase Revenue Table: Daily Reconciliation with Anomaly Alerts to Slack
Your Razorpay settled amount and your Supabase revenue table are not the same number — reconcile them every morning or you're reporting fiction.
- Automation
HubSpot Deal Slip + Stripe MRR Gap Reconciliation: Weekly Risk Digest to Slack via Make
Surface the gap between what HubSpot says closed and what Stripe actually collected — before it blows up at quarter-end.
- Automation
Stripe + Razorpay Settlement Lag Tracker: Daily Payout Delay Alert to Slack via Pipedream
Flag gateway payout delays before your finance team discovers the cash gap.
- Automation
Google Analytics 4 + HubSpot Pipeline Velocity: Weekly Acquisition-to-Close Digest to Slack via Make
Every Monday, automatically correlate top traffic sources from GA4 with deal progression in HubSpot to surface which acquisition channels are actually closing — not just converting.
- Automation
Paddle + Stripe Churn Cohort Alert: Flag MRR-at-Risk Accounts to Slack Before They Cancel
Catch churn signals — failed payments, seat drops, downgrades — before the cancellation hits, and get a ranked Slack digest every morning.
- Automation
PostHog Feature Flag Impact Report: Conversion Delta per Variant to Microsoft Teams via n8n
Stop shipping feature flags into silence — get a weekly report showing exactly which flags moved your activation funnel and by how much.
- Automation
HubSpot Contact Engagement + Gmail Response Lag: Daily Sales Rep Accountability Digest to Slack via Zapier
Surface which open deals have gone cold because a rep hasn't replied to an email in 48+ hours — before the prospect moves on.
- Automation
Amplitude + PostHog Funnel Drop Alert: Ship a Teams Message When Conversion Tanks
Get a Teams alert within hours when a key funnel tanks — not three days later when a PM finally opens a dashboard.
- Automation
Segment + HubSpot Onboarding Milestone Tracker: Auto-Escalate Stuck Users to Slack
Your trial users are churning in silence — here's how to catch them 48 hours before it's too late.
- Automation
Mixpanel Activation + HubSpot Lifecycle Stage Mismatch: Daily Stuck-User Alert to Slack via n8n
Activated in Mixpanel, still 'Lead' in HubSpot — here's how to catch those users daily before they go cold.
- Automation
Google Analytics 4 + HubSpot Lifecycle Stage: Weekly Acquisition-Quality Digest to Slack via Pipedream with Claude Narrative
Stop reporting traffic numbers. Report whether the traffic you paid for last week actually became pipeline — with a one-paragraph executive summary written by Claude.
- Automation
Mixpanel Retention Cohort + Stripe MRR Correlation: Bi-Weekly Digest to Microsoft Teams via Pipedream
Stop looking at Mixpanel and Stripe in separate tabs — this digest puts retention cohorts and MRR movement side-by-side every two weeks so you catch the signal before it becomes a crisis.
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