Monitor agency profitability with Facebook Ads, Shopify, Stripe, Clockify, Google Sheets, Slack and Gemini Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building.

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 Stripe & Shopify Facebook Marketing API & Google Ads Google Sheets & Google Gemini (PaLM) Slack 2. Prepare Google Sheet Create a new Google Sheet with the following headers in Row 1: timestamp, date, totalRevenue, totalAdSpend, facebookAdSpend, googleAdSpend, totalTimeCost, grossProfit, profitMargin, roas. 3. Adjust Logic Configuration Open the "Code in JavaScript" node. At the very top, you will see a CONFIG object. Edit these values to match your agency's model: const CONFIG = { platformFeeRate: 0.029, // Stripe/Shopify fees monthlySoftwareCosts: 500, // Fixed monthly SaaS costs overheadRate: 0.30, // Overhead % (rent, admin, etc) minProfitMargin: 20 // Target margin % }; 4. Remove Mock Data The template includes "Set" nodes with mock data for testing purposes. Simply bypass these nodes and connect the API nodes directly to the "Merge" node when you are ready to go live.

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