Datapipe

Finance · USE CASE

Build a Stripe payments dashboard.

Review charge activity, amounts, status and currencies with ChatGPT. Export the selected Stripe report and build custom charts that keep payments distinct from payouts and profit.

Data sources
Assistant
Destination
Set up the source report →Source permissions and destination setup apply
Your task, worked throughIllustration · no live reads or changes
Stripe → ChatGPT
YOU

Build a dashboard for our Stripe payment review.

Read the intended account’s charge report for explicit dates. Keep currency and charge status beside each amount.

Keep explicit
Date · charge amount · currency · status
Date · charge amount · currency · status
1 / 4Read payments

Illustrated use case. Save the actual report, dashboard and schedule settings in the indicated app.

MAKE THE TASK CONCRETE

Stripe charge-activity dashboard

  1. 01

    Read payments

    Read the intended account’s charge report for explicit dates. Keep currency and charge status beside each amount.

  2. 02

    Build the dashboard

    Save the charge report and Sheet export. Build custom charts with currency and status controls, then compare the totals with the populated source export.

  3. 03

    Reconcile the view

    Check date coverage, status definitions and refund treatment. Reconcile payouts or accounting separately using the relevant datasets; this view does not perform that reconciliation.

KNOW WHERE EACH STEP HAPPENS

One use case across the tools you use.

ChatGPT
Read authorized data, agree on the questions and prepare the report, charts or review checklist.
Datapipe
Save source reports, authorize the destination, export the data and review any refresh or email settings.
Google Sheets + Looker Studio
Save a supported prepared copy or build the custom charts described above. Check each source and its freshness settings.

START WITH YOUR ASSISTANT

Give it the task. Follow up with the next step.

Copy these in order into the assistant connected to your Datapipe project.

Read payments

Read the prompt
Use only the intended Datapipe project. Discover the account, datasets and compatible fields first. Use actual returned dates and filters; preserve empty or missing results and never substitute sample data for a failed read.

Build a Stripe payments dashboard with ChatGPT in Looker Studio.
No cross-currency sum, implied profit, inferred MRR or payout reconciliation. Preserve the selected source report’s status and amount definitions.

Define the totals

Read the prompt
Show successful payments without mixing currencies.
Define the eligible statuses and retain refunded or failed activity separately. Never add different currencies or call charge volume net revenue, MRR or profit.
Prepare the checklist without claiming completion. Save reports, destination authorization, schedules and recipients in Datapipe; build custom native charts in Looker Studio. The AI tools do not perform those setup steps.

Reconcile the view

Read the prompt
What should we check before sharing the payment totals?
Check date coverage, status definitions and refund treatment. Reconcile payouts or accounting separately using the relevant datasets; this view does not perform that reconciliation.
No cross-currency sum, implied profit, inferred MRR or payout reconciliation. Preserve the selected source report’s status and amount definitions.
Prepare the checklist without claiming completion. Save reports, destination authorization, schedules and recipients in Datapipe; build custom native charts in Looker Studio. The AI tools do not perform those setup steps.

A FEW USEFUL ANSWERS

Before you start.

Is charge volume the same as net revenue?

No. Charges, refunds, fees, payouts and accounting revenue have different definitions. This use case reports charge activity and keeps those distinctions explicit.

Does the assistant complete the setup automatically?

Prepare the checklist without claiming completion. Save reports, destination authorization, schedules and recipients in Datapipe; build custom native charts in Looker Studio. The AI tools do not perform those setup steps.

Does this example read or change my data?

No. The conversation and output are labeled illustrations. Review the actual source account, permissions, fields and destination before doing the task. No cross-currency sum, implied profit, inferred MRR or payout reconciliation. Preserve the selected source report’s status and amount definitions.

YOUR NEXT STEP

Start with a specific reporting task.

Choose your source in Datapipe and review the setup before saving.

Set up the source report →