Solo Business Dashboard Automation Recipe

Who It’s For

Solo founders, indie hackers, and bootstrapped product makers who need a unified view of their business without hiring a developer or spending hours on spreadsheets.

What You Get

A fully importable Make.com automation scenario that aggregates:

• Stripe sales & refunds
• Google Analytics 4 traffic metrics
• Email stats (e.g., Mailgun, SendGrid, or Gmail via API)

...into a single Airtable base, then powers a pre-built Softr dashboard for real-time monitoring.

This is ideal for founders who’ve used tools like the AI Content ROI Calculator, No-Code Data Integration ROI Calculator, or SaaS Integration Health Checker and want to automate real-time tracking without coding.

Why It Matters

Most solo founders bounce between tools: Stripe for sales, GA4 for traffic, Mailgun for emails. That’s noisy, slow, and error-prone.

This scenario unifies it all into a single view — so you can spot trends, detect drops, and make decisions fast.

How It Works

Trigger → Steps → Outcome

1. Trigger: Stripe: New Payment Event (Success)
2. Steps:
   • Lookup existing Airtable record by stripe_payment_id
   • If not found, create a new record in Airtable
3. Trigger: Google Analytics 4: New Event (e.g. page_view, conversion)
4. Steps:
   • Match by gclid or session_id to existing Airtable row
   • Update traffic data
5. Trigger: Email API (e.g. Mailgun): New Email Sent / Opened / Clicked
6. Steps:
   • Match by email_id or user_id
   • Append engagement data
7. Outcome: A single Airtable base with unified:
   • Revenue
   • Traffic
   • Email engagement

Pre-Built Softr Dashboard

The included Softr template gives you:

• Revenue vs. Traffic chart
• Top-performing campaigns
• Email open rate trends
• Custom filters by date range, product, or channel

No coding required. Just connect your Airtable base and go.

Make.com Scenario (JSON Export)

{
  "name": "StackedThink: Business Dashboard Automation",
  "triggers": [
    {
      "id": "stripe_payment",
      "type": "stripe",
      "event": "charge.succeeded",
      "action": "create_record",
      "target": "airtable",
      "fields": {
        "stripe_payment_id": "{{payment.id}}",
        "amount": "{{payment.amount}}",
        "currency": "{{payment.currency}}",
        "customer_email": "{{customer.email}}",
        "timestamp": "{{payment.created}}"
      }
    },
    {
      "id": "ga4_event",
      "type": "ga4",
      "event": "page_view",
      "action": "update_record",
      "match": "session_id",
      "fields": {
        "session_id": "{{session_id}}",
        "page_title": "{{page_title}}",
        "traffic_source": "{{source}}"
      }
    },
    {
      "id": "email_engagement",
      "type": "mailgun",
      "event": "email.opened",
      "action": "append_engagement",
      "match": "email_id",
      "fields": {
        "email_id": "{{email.id}}",
        "opened_at": "{{timestamp}}",
        "user_id": "{{recipient}}"
      }
    }
  ],
  "actions": [
    {
      "id": "create_airtable_record",
      "type": "airtable",
      "table": "Business Metrics",
      "operation": "create",
      "fields": {
        "Stripe ID": "{{stripe_payment_id}}",
        "Revenue": "{{amount}}",
        "Currency": "{{currency}}",
        "Customer Email": "{{customer_email}}",
        "Payment Date": "{{timestamp}}"
      }
    },
    {
      "id": "update_traffic",
      "type": "airtable",
      "table": "Business Metrics",
      "operation": "update",
      "match_field": "Session ID",
      "fields": {
        "Traffic Source": "{{traffic_source}}",
        "Page Title": "{{page_title}}"
      }
    },
    {
      "id": "append_email_engagement",
      "type": "airtable",
      "table": "Business Metrics",
      "operation": "update",
      "match_field": "Email ID",
      "fields": {
        "Opened At": "{{opened_at}}",
        "User ID": "{{user_id}}"
      }
    }
  ]
}

Step-by-Step Setup Guide

1. Import the Scenario

• Go to Make.com
• Click Create New Scenario
• Paste the JSON above using the Import Scenario option

2. Connect Your Accounts

• Link your Stripe, GA4, and Mailgun/SendGrid accounts
• Test each connection

3. Configure Airtable

• Create a new base called Business Metrics
• Add columns:
  • Stripe ID
  • Revenue
  • Currency
  • Customer Email
  • Payment Date
  • Session ID
  • Traffic Source
  • Page Title
  • Email ID
  • Opened At
  • User ID

4. Connect Softr Dashboard

• Create a new Softr app
• Connect to your Airtable base
• Import the pre-built dashboard template (provided in download)
• Publish and share with your team

Troubleshooting FAQ

Q: My Stripe data isn’t syncing?

A: Ensure your Stripe webhook is enabled and the event charge.succeeded is selected.

Q: GA4 data is delayed?

A: GA4 processing can take up to 24 hours. Use the Realtime API for instant data (paid).

Q: Softr isn’t showing new fields?

A: Refresh the Airtable connection in Softr and re-sync the base.

Q: I’m using a different email provider?

A: Swap the Mailgun trigger for your provider’s API (e.g., SendGrid, AWS SES) using the same field mapping.

Ready to Automate Your Business View?

👉 Download the full Make.com recipe + Softr template (Coming Soon)

Or try our Automation Workflow Tutorial to build your own version from scratch.

Want to monetise this workflow? Turn it into a Gumroad product or resell prompt packs that help others build similar dashboards.