MARKETING
Cost-per-opportunity sponsorship threshold alert
Weekly, recomputes each active event's cost-per-opportunity from warehouse scan and pipeline data and alerts marketing leadership in Slack only when an event breaches its CPO…
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionQuery event cost and opportunity counts from BigQueryBigQuery
- LogicCompute CPO and compare to ceiling
- ActionTag breaching Salesforce campaigns for reviewSalesforce
- OutputPost breach alert to leadership SlackSlack
What it does
This is an exception monitor for sponsorship efficiency. Each week it reads the consolidated event metrics in BigQuery, divides sponsorship cost by opportunities created to get a cost-per-opportunity (CPO) for every active event, and compares each against its configured ceiling. Only events that breach the ceiling trigger an alert, so leadership sees signal, not noise. Breaching events are also tagged in Salesforce for review.
When to use it
Use it across an event season when budgets are committed but spend is still adjustable, and you want a tripwire that flags a sponsorship whose CPO has drifted past acceptable before the quarter closes.
How it works
- 1A weekly schedule fires.
- 2Query active-event cost and opportunity counts from BigQuery.
- 3Compute CPO per event and compare to each event's ceiling.
- 4If no event breaches, exit quietly without notifying.
- 5For breaching events, tag the related Salesforce campaign for review.
- 6Post a focused breach alert to the leadership Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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