How to Auto-Send Slack Digests Summarizing Your Entire Business Every Morning

As a business owner, you probably have a "Morning Loop":

Check Stripe dashboard.

Check email for leads.

Check Google Analytics for traffic.

Check ClickUp/Asana for tasks.

This loop takes 15-20 minutes and scatters your attention before you've even started working.

The Upgrade: The "Morning Briefing" Bot.

Imagine sitting down with your coffee at 8:00 AM. You open Slack. There is one message waiting for you:

> ☀️ Good Morning, Boss.

> * Yesterday's Revenue: $450 (3 sales)

> * Traffic: 1,200 visitors (+10%)

> * New Leads: 2 (John, Sarah)

> * Urgent Tasks: 1 (Submit tax forms)

You are now fully informed in 10 seconds.

Step 1: The Trigger

We use Make.com.

* Trigger: Basic Schedule.

* Settings: Run every day at 8:00 AM.

Step 2: Gathering Intelligence

We need to fetch data from your various silos.

A. Revenue (Stripe)

* Module: Stripe > List Charges.

* Filter: Created >= Yesterday AND Status = Succeeded.

* Aggregation: Sum the Amount field.

B. Traffic (Google Analytics 4)

* Module: Google Analytics 4 > Run Report.

* Metric: activeUsers.

* Date Range: Yesterday.

C. Tasks (ClickUp/Asana/Notion)

* Module: ClickUp > List Tasks.

* Filter: Due Date is Today OR Overdue.

This small adjustment can have a significant impact on your overall workflow efficiency. It turns a manual, error-prone process into a reliable, set-it-and-forget-it system.

Step 3: Formatting the Message

This is where you design your report.

Use a Set Variable module (or just type directly into the Slack module) to construct the message string. Use Markdown for formatting.

``markdown

Daily Briefing - {{CurrentDate}}

💰 Revenue: ${{StripeSum}}

📈 Traffic: {{GA4Users}} visitors

🚨 Urgent Tasks:

{{#TaskIterator}}

• [ ] {{TaskName}} ({{TaskLink}})

{{/TaskIterator}}

`

Note: You might need a "Text Aggregator" to turn the list of tasks into a single string of bullet points.

Step 4: The Delivery (Slack)

* Module: Slack > Create a Message.

* Channel: #general` (for the team) or a private DM to yourself.

* Text: Map your formatted message here.

Why This Changes Behavior

When data is pushed to you, you can't ignore it.

If you see "$0 Sales" for three days in a row in Slack, you will* take action.

* If you have to log into Stripe to see it, you might avoid logging in to avoid the bad news.

Transparency drives accountability.

Advanced: The "Motivation" Bot

Add a random quote or a "Win of the Week" to the bottom of the message.

* Module: HTTP Request (fetch a quote API).

* Append: "...and remember: {{Quote}}".

It sounds cheesy, but a little dopamine hit with your data is a nice way to start the day.

Seeing this in action makes a huge difference. Once configured, the interface provides a clear visual confirmation that your automation is running smoothly, giving you peace of mind that the system is working as intended.

Conclusion

You don't need a fancy Business Intelligence dashboard that costs $500/mo. You just need a simple text message that tells you the score.

Next Step: Start with just ONE metric. Build a bot that sends you your Stripe sales every morning. Once that's working, add the other metrics one by one.

* Start automating with Make.com

---

Need to report this data to your team? Learn how to Auto-Generate Weekly Team Reports.