Example: Analyze Stripe Payment Data
An example of connecting to Stripe, importing payment data into Gridie, and performing sales trend analysis, customer analysis, and anomaly pattern detection.
Scenario
Replace the process of exporting CSV from the Stripe dashboard and analyzing it in Excel with natural language requests directly in Gridie.
Before: Stripe Dashboard → CSV export → Excel cleanup → write formulas After: One request to the agent completes everything from data collection to analysis
Prerequisites: Connect Stripe
Open Integration Settings
Go to User Menu → Settings → Integrations tab.
Connect Stripe
Click the Connect button on the Stripe card and enter the Secret key issued from the Stripe dashboard.
→ Learn more about integration settings
Step 1: Fetch Payment Data
Once connected, open a workbook and ask the agent:
"Fetch this month's Stripe payment history
and organize it with columns for Date, Customer Name, Email, Amount, and Status.""Get only successful payments from the last 3 months."The agent calls the Stripe API and automatically enters the data into the sheet.
If you have a high volume of payments and need to analyze across multiple angles—customers, subscriptions, refunds—a table (SQL dataset) is a better fit than a workbook sheet. It handles tens or hundreds of thousands of rows quickly, and when you ask in plain language the agent writes and runs the SQL aggregation queries for you. → Work with large data using tables
Step 2: Sales Analysis
Once data is in, request analysis.
Monthly Sales Trends
"Calculate total monthly sales and payment count, organize them in a table in a new sheet,
and create a line chart."Top Customer Analysis
"Pull the top 10 customers by payment amount and their total payments."Failed Payment Tracking
"Filter failed payments only and count how many there are by failure reason."Subscription Churn Detection
"Pull the list of customers who paid last month but have no payments this month."
Step 3: Anomaly Pattern Detection
"Find payments that are 3x or more above the usual payment amount and highlight them in yellow.""Find cases where the same card was charged 3 or more times within 24 hours."Stripe data is fetched in real time. If you need the latest data, ask the agent “Fetch Stripe data again.”
Step 4: Visualize with a Report Page
Instead of reviewing the analysis in a sheet each time, build a page so you have a dashboard with charts and key metrics ready to use as a report. Pages also support exporting to PDF.
"Build a one-page payment report dashboard with
monthly sales trends, the top 10 customers, and failed payment status."→ Build reports and dashboards with pages
Step 5: Regular Report Workflow + Schedule
If you repeat the same analysis every month, save it as a workflow.
"Create a workflow that fetches Stripe payment data each month,
organizes monthly sales totals, top 10 customers, and failed payment status,
and refreshes the report page. Name it 'Monthly Stripe Report'."Add a schedule and everything—from data collection to refreshing the report—runs automatically at a set time each month.
"Schedule the 'Monthly Stripe Report' workflow to run automatically
on the 1st of every month at 8 AM."