Make.com Revolut Business Finance Automation Email Alerts Cash Flow

Get Instant Email Alerts for New Revolut Business Draft Payments

Automate notifications for every pending transaction. Never miss a draft payment and gain real-time visibility into your cash flow with this free Make.com template.

Get This Workflow → Make.com · Finance · Free Template
Make.com workflow diagram for Revolut Business draft payment email notifications

What This Workflow Does

For businesses using Revolut Business, draft payments are pending transactions that require review and approval before funds are sent. Manually logging into the Revolut dashboard to check for new drafts is inefficient and prone to delays, which can stall payments to suppliers, delay payroll, or cause missed financial oversight.

This automated workflow solves that problem by acting as your 24/7 financial sentry. Every time a new draft payment is created in your Revolut Business account, Make.com detects the event instantly and automatically sends a detailed email notification to you or your team. This transforms a manual, reactive process into a proactive, streamlined system, ensuring you're always the first to know about pending financial actions.

The business value is clear: improved cash flow visibility, faster payment approvals, and eliminated manual checking. It provides an audit trail of notifications and ensures that critical financial tasks never fall through the cracks because someone forgot to check the app.

How It Works

The automation is built on a simple but powerful trigger-action sequence in Make.com, connecting your Revolut Business account to your email.

Step 1: Monitoring Revolut Business

The workflow starts with the Revolut Business module in Make.com set to watch for a specific event: "Draft Payment Created." This connection uses Revolut's secure API to monitor your account in real-time without requiring manual login.

Step 2: Capturing Payment Details

When a new draft is detected, Make.com captures all relevant data from the event: the payment amount, currency, recipient details, creation timestamp, and any internal reference or note. This data is structured and prepared for the notification.

Step 3: Sending the Instant Email Alert

The captured data is then passed to an email module (like Gmail or SMTP). Make.com composes a clear, actionable email with the draft payment details and sends it immediately to your predefined email address or distribution list.

Pro tip: Customize the email subject line to include the amount and recipient (e.g., "Action Required: £1,250 Draft Payment to Supplier XYZ"). This allows you to prioritize alerts directly from your inbox.

Who This Is For

This automation is ideal for finance managers, business owners, operations teams, and startups who use Revolut Business for daily transactions. It's particularly valuable for:

  • Small Business Owners wearing multiple hats who need to track cash flow without constant manual oversight.
  • Finance Teams that require immediate visibility into pending payments for approval workflows and reconciliation.
  • Remote or Distributed Teams where multiple people need to be notified about financial actions.
  • E-commerce & Freelancers who use Revolut to pay suppliers and need to ensure timely payments to maintain relationships.

What You'll Need

  1. A Revolut Business account with draft payment activity.
  2. A Make.com account (free tier is sufficient to run this workflow).
  3. Access to an email service (Gmail, Outlook, SMTP, etc.) that can be connected to Make.com to send notifications.
  4. Permissions to set up the API connection between Make.com and your Revolut Business account (typically requires admin access).

Quick Setup Guide

  1. Get the Template: Click "Get This Workflow" to copy the template into your Make.com account.
  2. Connect Revolut Business: In the first module, authorize Make.com to access your Revolut Business account. This uses a secure OAuth process.
  3. Configure the Trigger: Ensure the trigger is set to watch for "Draft Payment Created" events.
  4. Set Up Your Email: In the email module, connect your email service (e.g., Gmail) and specify the recipient email address. You can customize the email body template using the data from Revolut.
  5. Test & Activate: Create a test draft payment in your Revolut account. The workflow should run and send you an email within moments. Once confirmed, turn the scenario on.

Key Benefits

Eliminate Manual Dashboard Checking: Save 30-60 minutes per week previously spent logging into Revolut to review pending transactions. The automation does the monitoring for you.

Prevent Payment Delays: Get notified the moment a draft is created, shaving hours or even days off your payment approval cycle. This keeps suppliers happy and operations smooth.

Improve Financial Oversight & Audit Trail: Every draft payment generates an immediate email record. This creates a timestamped log outside of Revolut, perfect for internal audits and financial reporting.

Enhance Team Collaboration: Easily modify the workflow to send alerts to multiple team members or a shared inbox, ensuring the right people are informed simultaneously without extra effort.

Scale Your Financial Operations: This automation provides a foundation. As your business grows, you can build upon it to route alerts to Slack, create approval tickets in your project tool, or log data directly to accounting software.

Frequently Asked Questions

Common questions about Revolut Business automation and financial alerts

Draft payments represent pending transactions that haven't been finalized. Getting instant notifications allows you to review and approve payments promptly, preventing delays and ensuring you have real-time visibility into upcoming cash outflows for better cash flow management.

Without alerts, these drafts can sit unnoticed, leading to missed payment deadlines or unexpected cash flow shortages when they are finally processed. Automation turns a hidden administrative task into a visible, actionable item.

Automating alerts saves hours of manual checking, reduces the risk of missing critical payments, and provides an audit trail. It improves team coordination by instantly informing relevant stakeholders, leading to faster decision-making and tighter financial control without constant manual oversight.

The primary benefit is operational efficiency. For example, a finance team can focus on analysis and strategy instead of repetitive logins to check for updates, while still maintaining perfect oversight.

  • Reduces human error and oversight.
  • Creates a searchable record of all payment initiations.
  • Enables proactive rather than reactive financial management.

Yes, this workflow can be easily extended. Instead of just email, you can route the alert to a Slack channel, Microsoft Teams, or even a group SMS. This ensures your entire finance or operations team is immediately aware of new draft payments requiring action.

This is a common customization. By adding a single extra module in Make.com, you can broadcast the alert to a shared #finance-alerts channel, creating a central, collaborative point for payment approvals and discussions.

Instant visibility into draft payments gives you an accurate, real-time picture of pending debits. This allows for precise cash flow forecasting, helps avoid overdrafts, and ensures sufficient funds are available. It turns reactive checking into proactive financial management.

For instance, knowing a large supplier payment is in draft status allows you to confirm funds are in the account or plan accordingly, rather than being surprised by the transaction when it clears days later.

Beyond draft payments, you can automate alerts for completed transactions, incoming payments, low balance warnings, new team member invitations, or large transfers. Connecting Revolut to Make.com lets you build a comprehensive financial monitoring system tailored to your business needs.

Imagine getting a Slack message for every received payment or a daily digest of all transactions. The API allows you to monitor virtually any activity within your Revolut Business account, creating a fully customized financial command center.

Yes, when using official, secure API connections. Make.com uses OAuth and read-only scopes for such workflows, meaning the automation can only monitor events, not initiate payments. Always ensure you are using verified integrations and follow standard API security best practices.

For monitoring workflows like this, the connection typically only requests permission to "read" transaction data. It does not have permission to move money, change settings, or create payments, keeping your funds secure while providing the visibility you need.

Absolutely. GrowwStacks specializes in building tailored automation systems that connect Revolut Business with your CRM, accounting software, or internal dashboards. We can design workflows for multi-approval processes, reconciliation alerts, or custom reporting based on your specific financial operations.

Our team will analyze your process, design a solution that saves you the most time, and handle the entire build and implementation. This goes beyond templates to create a system that fits your unique business workflow perfectly.

  • End-to-end design, build, and testing.
  • Integration with your existing tools (Xero, QuickBooks, Slack, etc.).
  • Ongoing support and optimization.

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