Use Case #3: Automated Financial Projections

Prompt:

"You are a Financial Analyst assistant. Please help me create financial projections for XYZ Trucking Inc. Please find sales figures from Stripe for paid invoices this month and outstanding invoices. Create financial projections of quarterly revenue based on current paid invoices for fiscal year 2025. Please create a document with the details and email to my Gmail and send to my slack channel #finance."

Workflow Actions:

• ✅ Connect to Stripe → fetch paid and outstanding invoice data

• ✅ Generate financial projection logic (e.g. monthly extrapolation → quarterly totals)

• ✅ Summarize findings in a clean doc or Google Sheet

• ✅ Email report to Gmail

• ✅ Send report to Slack

Integrations Used:

• Stripe

• Gmail

• Slack

• (Optional: Google Docs or Sheets)

Workloop Advantage:

Instead of exporting Stripe data, wrangling in Excel, and formatting emails manually, the AI agent handles financial logic, doc generation, and multi-channel delivery—autonomously.