MARKETING
Nightly booth-scan to closed-revenue ROI rollup
Each night, joins event booth scans against CRM opportunities, computes sponsorship ROI per event in the warehouse.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule after scan sync
- ActionPull new booth scans from AirtableAirtable
- ActionMatch attendees to Salesforce contacts and opportunitiesSalesforce
- LogicFlag unmatched scans for reconciliation
- ActionUpsert per-event ROI rollup to BigQueryBigQuery
- OutputPost ranked ROI digest to SlackSlack
What it does
This pipeline turns raw badge scans into a defensible ROI number. It pulls the day's booth scans from Airtable, matches each scanned attendee to a Salesforce contact and any opportunities they touch, then writes a per-event rollup (scans, qualified leads, pipeline created, closed-won revenue, and ROI vs. sponsorship cost) into BigQuery. A ranked Slack digest lands every morning.
When to use it
Run this when you sponsor multiple events per quarter and your CMO keeps asking which booths drove revenue. It replaces the manual spreadsheet someone rebuilds after every conference.
How it works
- 1A nightly schedule fires after the day's scans are synced.
- 2Pull new booth scans from the Airtable event tracker.
- 3Look up each scanned attendee in Salesforce and gather linked opportunities and stages.
- 4If a scan has no CRM match, flag it for the reconciliation queue and continue.
- 5Compute per-event scans, pipeline, closed revenue, and ROI, then upsert the rollup into BigQuery.
- 6Post a ranked ROI digest to the marketing Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect BigQueryDatasets, queries, schemas.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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