What does this automation do?
Every payment is totalled and appended to a running record with a one-line explanation of what it was for.
What can you do with it?
- Keep a running total without exporting anything
- Get each payment described in words, not just a line item
- Group payments under the account or period they belong to
- Answer "where are we this month?" from the project itself
The Steps
This automation runs in 4 steps:
- When Stripe — New Payment
- Then Utilities — Sum
- Then Taskade AI — Ask AI
- Then Taskade — Add a subtask
Who is this automation for?
Built for finance teams tracking revenue against a workflow. Every payment is totalled and appended to a running record with a one-line explanation of what it was for.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Payment" from Stripe.
- Add the action "Sum" from Utilities.
- Add the action "Ask AI" from Taskade AI.
- Add the action "Add a subtask" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.