Technical Overview:

1. Scheduled Trigger: The workflow runs automatically on your specified monthly schedule
2. ProfitWell API Connection: Securely authenticates and extracts current financial metrics
3. Data Transformation: Formats raw data into clear, actionable summaries
4. Mattermost Integration: Delivers formatted reports to designated channels
5. Persistent Record: Creates an archive of metrics for reference and analysis

Implementation is straightforward: Simply configure your ProfitWell API credentials, set up your Mattermost webhook URLs, and define your preferred reporting schedule. No coding required - the entire solution can be deployed in under 30 minutes.