This article provides a complete, practical walkthrough of the Mattermost Profitwell Send Scheduled n8n agent. It connects HTTP Request, Webhook across approximately 1 node(s). Expect a Intermediate setup in 15-45 minutes. One‑time purchase: €29.

What This Agent Does

This agent orchestrates a reliable automation between HTTP Request, Webhook, handling triggers, data enrichment, and delivery with guardrails for errors and rate limits.

It streamlines multi‑step processes that would otherwise require manual exports, spreadsheet cleanup, and repeated API requests. By centralizing logic in n8n, it reduces context switching, lowers error rates, and ensures consistent results across teams.

Typical outcomes include faster lead handoffs, automated notifications, accurate data synchronization, and better visibility via execution logs and optional Slack/Email alerts.

How It Works

The workflow uses standard n8n building blocks like Webhook or Schedule triggers, HTTP Request for API calls, and control nodes (IF, Merge, Set) to validate inputs, branch on conditions, and format outputs. Retries and timeouts improve resilience, while credentials keep secrets safe.

Third‑Party Integrations

• HTTP Request
• Webhook

Import and Use in n8n

1. Open n8n and create a new workflow or collection.
2. Choose Import from File or Paste JSON.
3. Paste the JSON below, then click Import.
4. Show n8n JSON

   Title:  
   Automating Monthly SaaS Financial Reports to Mattermost Using n8n
   
   Meta Description:  
   Learn how to automate the delivery of monthly financial metrics from ProfitWell to Mattermost using a simple n8n workflow. A step-by-step look at enhancing team visibility into key SaaS performance data.
   
   Keywords:  
   n8n automation, ProfitWell integration, Mattermost reporting, SaaS metrics, financial reporting automation, monthly financial updates, workflow automation, business intelligence
   
   Third-Party APIs Used:  
   
   - ProfitWell API (for financial metrics)
   - Mattermost API (for team communication)
   
   Article:
   
   Automating Monthly SaaS Financial Reports to Mattermost Using n8n
   
   Keeping track of financial performance is crucial for any SaaS business. But manually sharing key SaaS metrics with your team every month can be time-consuming and error-prone. Fortunately, low-code tools like n8n allow businesses to automate such recurring tasks with ease. In this article, we'll explore how to set up a simple n8n workflow that fetches monthly financial metrics from ProfitWell and posts them to a designated Mattermost channel automatically.
   
   Why Automate Financial Reporting?
   
   SaaS businesses live and die by metrics—active customers, new customers, revenue growth, churn, and more. Consistent communication of these key performance indicators (KPIs) enables visibility, alignment, and faster decision-making across teams. By automating the process, you ensure that up-to-date insights are readily available at scheduled intervals without fail.
   
   Overview of the Workflow
   
   The n8n workflow described here is a straightforward, three-node automation that runs once every month:
   
   1. A Cron node triggers the workflow every month at a designated time.
   2. A ProfitWell node executes API calls to pull monthly SaaS financial metrics.
   3. A Mattermost node sends a formatted message with those metrics to a specific team channel.
   
   Let’s break down the functionality of each component in more detail.
   
   1. Cron Node – The Workflow Trigger
   
   The workflow begins with a simple Cron node. In this configuration, it triggers once a month at 9:00 AM.
   
   Parameter Details:
   - Frequency: Every Month
   - Time: 9:00 AM
   
   This ensures the entire workflow activates at the same time each month, ideal for monthly reporting.
   
   2. ProfitWell Node – Fetching Financial Data
   
   Next, the workflow utilizes the ProfitWell integration to fetch relevant financial metrics. ProfitWell is a widely-used service for subscription analytics and insights, especially popular among SaaS companies.
   
   In this workflow, the node is configured for the “monthly” metric type. Once triggered, it retrieves the following data points:
   - Active Customers
   - Active Trialing Customers
   - New Customers
   - Growth Rate
   - Recurring Revenue
   
   These metrics provide crucial insights into the health and growth trajectory of the business.
   
   3. Mattermost Node – Broadcasting to the Team
   
   Once the data is collected, it’s piped directly into a Mattermost message using n8n’s Mattermost node.
   
   Message Format:
   ```
   Active Customers: [value]
   Trailing Customers: [value]
   New Customers: [value]
   Growth Rate: [value]
   Recurring Revenue: [value]
   ```
   
   The message is posted to a specific Mattermost channel (identified by the configured channel ID), ensuring that all stakeholders have immediate access to the performance snapshot without needing to visit any dashboards manually.
   
   Why Use ProfitWell and Mattermost?
   
   - ProfitWell: Provides real-time, in-depth subscription analytics out of the box. It covers retention, churn, growth, and revenue KPIs critical for SaaS businesses.
   - Mattermost: A self-hosted team communication platform that’s widely used for secure, internal real-time messaging. Ideal for companies that require data sovereignty.
   
   Benefits of This Workflow
   
   - Time-Saving: Automates a task that otherwise might consume hours each month.
   - Data Consistency: Ensures the same metric definitions are used every month, avoiding human inconsistencies.
   - Improved Visibility: Keeps your entire team aligned and informed on the company’s financial health.
   - Scalable: Easily adjustable to include more metrics or send updates to additional channels.
   
   Conclusion
   
   This lightweight but highly practical n8n workflow exemplifies how automation can streamline internal communication and maximize the value of your operational data. By automatically pulling vital metrics from ProfitWell and pushing them to Mattermost on a monthly schedule, your team stays informed and empowered—without manual effort.
   
   Whether you're a startup founder or an operations manager, setting up this type of reporting workflow can help you better manage your SaaS business and ensure your team is always aligned around the numbers that matter.
   
   Looking to take it a step further? Add trend analysis, comparative metrics (month-over-month changes), or integrate with other team tools like Slack, Notion, or Google Sheets—all within the flexible n8n ecosystem.

5. Set credentials for each API node (keys, OAuth) in Credentials.
6. Run a test via Execute Workflow. Inspect Run Data, then adjust parameters.
7. Enable the workflow to run on schedule, webhook, or triggers as configured.

Tips: keep secrets in credentials, add retries and timeouts on HTTP nodes, implement error notifications, and paginate large API fetches.

Validation: use IF/Code nodes to sanitize inputs and guard against empty payloads.

Why Automate This with AI Agents

AI‑assisted automations offload repetitive, error‑prone tasks to a predictable workflow. Instead of manual copy‑paste and ad‑hoc scripts, your team gets a governed pipeline with versioned state, auditability, and observable runs.

n8n’s node graph makes data flow transparent while AI‑powered enrichment (classification, extraction, summarization) boosts throughput and consistency. Teams reclaim time, reduce operational costs, and standardize best practices without sacrificing flexibility.

Compared to one‑off integrations, an AI agent is easier to extend: swap APIs, add filters, or bolt on notifications without rewriting everything. You get reliability, control, and a faster path from idea to production.

Best Practices

• Credentials: restrict scopes and rotate tokens regularly.
• Resilience: configure retries, timeouts, and backoff for API nodes.
• Data Quality: validate inputs; normalize fields early to reduce downstream branching.
• Performance: batch records and paginate for large datasets.
• Observability: add failure alerts (Email/Slack) and persistent logs for auditing.
• Security: avoid sensitive data in logs; use environment variables and n8n credentials.

FAQs

Can I swap integrations later? Yes. Replace or add nodes and re‑map fields without rebuilding the whole flow.

How do I monitor failures? Use Execution logs and add notifications on the Error Trigger path.

Does it scale? Use queues, batching, and sub‑workflows to split responsibilities and control load.

Is my data safe? Keep secrets in Credentials, restrict token scopes, and review access logs.