Monitor agency profitability with Facebook Ads, Shopify, Stripe, Clockify, Google Sheets, Slack and Gemini
Overview Stop guessing your agency's actual margins. This workflow acts as a centralized financial brain for digital marketing agencies. It aggregates real-time data from your time-tracking, ad platforms, and payment ...
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Overview Stop guessing your agency's actual margins. This workflow acts as a centralized financial brain for digital marketing agencies. It aggregates real-time data from your time-tracking, ad platforms, and payment processors to calculate precise profitability metrics (Gross Profit, Net Margin, ROAS, and Efficiency).
It doesn't just crunch numbers; it uses Google Gemini to act as a virtual CFO, analyzing the data and sending an executive summary to Slack with actionable insights, while simultaneously archiving the data to Google Sheets for historical trending.
Key Features Multi-Source Aggregation: Pulls data from Facebook Ads, Google Ads, Shopify, Stripe, and Clockify.
Smart Cost Allocation: Automatically calculates overhead (default 30%) and software costs against your gross revenue.
AI Analysis: Uses Google Gemini to review the calculated metrics and draft a "Human-readable" executive summary for Slack.
Dual Output: Sends instant alerts to Slack and logs granular data to Google Sheets.
How to Setup 1. Configure Credentials Ensure you have authenticated credentials for:
Clockify