The solo bottleneck
Ad-hoc refunds create uneven treatment and chargeback risk.
This guide is part of a free series: 50 useful automations for people running the business alone. Download the printable PDF anytime: Free PDF — Handle refunds with a calm, repeatable path.
Stack that stays small
Written policy + Stripe refund + CRM note.
Tools named here: Stripe, Notion, Gmail. Prefer official docs and native features before adding another SaaS.
Ship the automation
Publish a clear refund policy and link it from checkout.
Macro gathers order ID, reason, and desired outcome.
If within policy: refund in Stripe and template reply.
Log reason codes monthly to fix product issues.
Keep it honest
Speed + fairness > winning the argument. Document exceptions.
Automations should reduce decisions and errors — not hide broken processes. If a Zap fails weekly, fix the process or delete the Zap.
Download
Grab the free PDF for this task: Download PDF. Or browse the full set from the homepage automation carousel.