Automate Monthly Financial Metrics with ProfitWell & Mattermost

What This Automation Does

This workflow automatically takes financial numbers from ProfitWell every month and sends a summary message to a Mattermost channel.
It solves the problem of spending lots of hours each month collecting and sharing numbers manually.
By running on a set schedule, it saves time and stops mistakes.

You get fast, clear updates on active customers, new sign-ups, growth rate, and recurring revenue without lifting a finger.

Tools and Services Used

• n8n: Automation platform to run the workflow.
• ProfitWell API: Source for financial metrics like active customers and recurring revenue.
• Mattermost API: To send messages into your team’s chat channel.

Who Should Use This Workflow

This is for anyone who reports ProfitWell subscription data monthly.
It helps financial analysts, marketing teams, or operations staff who want faster, error-free updates in Mattermost.

Workflow Input → Process → Output

Input

• Time trigger set to run once per month at 9 AM.
• ProfitWell API credentials to access subscription data.
• Mattermost API credentials to allow posting messages.

Processing Steps

1. The Cron node triggers workflow on schedule.
2. The ProfitWell node calls API to fetch last month’s metrics.
3. The Mattermost node formats and sends a message with the retrieved data.

Output

A clear, formatted message with financial key figures posted in the specified Mattermost channel.

Step-by-Step: How to Use This Workflow in n8n

Step 1: Import the Workflow

1. Click the Download button on this page to save the workflow file.
2. Open the n8n editor and choose “Import from File” to load the workflow.

Step 2: Add Your Credentials

1. Go to n8n Credential Manager.
2. Add ProfitWell API Key you got from your ProfitWell account.
3. Add Mattermost API Key and details for your team and channel.

Step 3: Update Channel and IDs

1. In the Mattermost node, set the channelId to your team’s channel.
2. If needed, update any other IDs or email addresses to match your setup.

Step 4: Test the Workflow

1. Run the workflow manually inside n8n to check it fetches data and posts a message.
2. Make sure the message looks correct and appears in your Mattermost channel.

Step 5: Activate the Workflow

1. Turn the workflow state on to live.
2. Now it will run automatically at 9 AM on the first day of each month.

If running on your own server, consider visiting self-host n8n for setup info.

Input and Output Details

The input is mainly the scheduled trigger and API credentials.
The output is a message like this:

=Active Customers: {{$node["ProfitWell"].json["active_customers"]}}
Trailing Customers: {{$node["ProfitWell"].json["active_trialing_customers"]}}
New Customers: {{$node["ProfitWell"].json["new_customers"]}}
Growth Rate: {{$node["ProfitWell"].json["growth_rate"]}}
Recurring Revenue: {{$node["ProfitWell"].json["recurring_revenue"]}}

This uses n8n expressions to take API data and build the message.

Troubleshooting Common Issues

• Problem: ProfitWell node shows empty data.
  Cause: Wrong API Key or wrong “type” parameter.
  Fix: Check ProfitWell API Key, use “monthly” type exactly.
• Problem: Mattermost message does not appear.
  Cause: Bad channel ID or invalid API token.
  Fix: Confirm correct Mattermost channelId and API credentials.

Customization Ideas

1. Change schedule in the Cron node to different hour or weekly.
2. Add more metrics such as churn rate or MRR in the ProfitWell node.
3. Send the report to multiple Mattermost channels by duplicating the Mattermost node.

Summary of Benefits

✓ Saves about 4 hours per month on manual data collection and report writing.
✓ Posts accurate, timely financial data automatically.
✓ Keeps team informed with minimal effort.
✓ Prevents errors from manual copying.
→ Monthly financial snapshots sent into Mattermost.
→ Scales easily by adding more metrics or channels.

Deployment Guide

After testing, switch on the workflow inside n8n.
It will then run monthly without you needing to do anything.
Check n8n logs regularly to catch any failures.