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Patricia works your Lemon Squeezy.

Ask her in Slack. She reads the orders, tracks subscriptions, and drafts the follow-up, but a refund, a customer email, or a plan change waits for your yes.

32+ actions, one OAuth click

What that looks like when you need a subscription read:

#brightside-saasThreadProduct preview
Thibaut HennauJust now

@Pati where are we on Brightside's subscriptions this month, and are any at risk?

PatriciaAppJust now

Here is the month on Brightside's Lemon Squeezy:

  • 312 active subscriptions, 6,180 dollars in monthly recurring revenue
  • 18 new this month, 7 cancelled, net plus 11
  • 5 subscriptions failed a renewal payment and are in the dunning window
  • 3 annual plans renew in the next 10 days. I drafted a heads-up for those customers.
XLSBrightside-Subs-June.xlsx312 active, 5 at risk
Pulled fromLemon squeezy
Thibaut HennauJust now

Show me the renewal heads-up draft and refund the two who wrote in about the double charge.

PatriciaAppJust now

The renewal heads-up is drafted below and the two refunds are staged. Refunding, emailing a customer, and touching a subscription all move money or reach real people, so none of it runs until you say go.

Pulled fromLemon squeezy

What she does in Lemon squeezy.

Real actions she takes on your say-so, not a list of API endpoints.

Read orders and revenue

She pulls orders as they land and reads back the numbers, revenue, units, which product or variant, so you know how a store is doing without living in the dashboard.

Track subscriptions

Active plans, new starts, cancellations, and renewals read and summarized, plus the ones stuck in dunning, so recurring revenue and churn are a clear picture, not a surprise.

Know the customers

Customers read and grouped, who is on what plan, who upgraded, who is at risk, so a list of orders becomes a base you can actually work and keep.

Read discounts and license keys

Discount codes and their use pulled, and license keys checked and their status read, so you know what a promo did and which keys are live without hunting.

Draft the follow-up

A renewal heads-up, a win-back for a cancelled plan, or a note to a failed-payment customer written in the client's voice, ready to go. Drafting is instant; the send waits for approval.

Stage refunds and plan changes for review

She reads the request, checks the order or subscription, and stages the refund, the cancellation, or the plan change. Each one moves money or changes what a customer pays, so it goes only after your yes.

Keep money, sends, and plan changes behind approval

Reading orders and subscriptions and drafting run on their own, but issuing a refund moves money, emailing a customer reaches a real person, and changing a subscription changes their bill, so all three always wait for your explicit yes in Slack.

Things to ask her on day one.

@Pati

Where are we on Brightside's subscriptions this month, and any at risk?

@Pati

Which subscriptions failed a renewal and are in dunning right now?

@Pati

Draft a renewal heads-up for the annual plans due in the next 10 days

@Pati

What did last month's discount code do to revenue?

@Pati

Who cancelled recently? Draft a win-back for me to approve

Setup

Lemon squeezy, connected in minutes.

1

Add Patricia to Slack

She joins your workspace like any teammate. Two minutes, no engineering.

Patricia joined #brightside-saas

Today at 9:00 AM

2

Connect Lemon Squeezy

One OAuth click. She gets only the access you approve, and you can disconnect her anytime.

Lemon squeezy connected

3

Ask

Mention @Pati with the job. Reading orders and subscriptions runs on its own; a refund, a customer email, or a plan change waits for your yes.

@Pati Where are we on Brightside's subscriptions this month, and any at risk?

On it.

FAQ

Lemon squeezy questions, answered.

What can Patricia actually do in Lemon Squeezy?

She reads products and variants, orders, subscriptions, customers, discounts, and license keys, summarizes revenue and churn, drafts follow-ups, and stages refunds and plan changes. Around 32 distinct actions. Reading and drafting is instant; a refund, an email, or a subscription change waits for approval.

Will she refund, email a customer, or change a plan on her own?

No. A refund moves money, an email reaches a real customer, and a plan change alters what they pay, so all three are staged and shown to you in Slack first and happen only after your explicit yes. Reading and drafting run on their own, that is the point.

Which Lemon Squeezy plan do we need?

Any plan with API access works, since Lemon Squeezy is the merchant of record either way. She connects through its official OAuth flow, the same way other approved apps do, and only sees the store you connect.

We run a separate Lemon Squeezy store per client. Does that stay separate?

Yes. She is scoped to the store you connect for each client, so one client's orders, subscriptions, customers, discounts, and license keys never appear in another client's read, summary, or draft.

What does the Lemon Squeezy integration cost?

Nothing extra. Every integration is included, on every plan.

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Everybody deserves a Patricia.

She handles the mess. You keep the clients. See what changes in your first week.

Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.

No credit card.