MARKET RESEARCH
Post-event sponsorship attribution narrative report
After an event closes, an agent reasons over booth scans, multi-touch CRM opportunities.
How it runs
The automated pipeline, trigger to output.
- TriggerEvent marked closed in AirtableAirtable
- ActionRetrieve scans and sponsorship costAirtable
- ActionPull attendee opportunity history from SalesforceSalesforce
- LogicAgent reasons over multi-touch attribution
- OutputPublish narrative report to NotionNotion
What it does
This is the analyst write-up no one has time to do. Once an event is marked closed, an agent pulls the full scan list from Airtable, traces each attendee's opportunity history in Salesforce, and reads the sponsorship cost. It then produces a narrative report: what the event cost, what pipeline and closed revenue it influenced, multi-touch attribution caveats, and a recommendation on whether to re-sponsor. The finished report is published to Notion.
When to use it
Use it in the two weeks after a conference when you need a credible, written ROI story for finance and the next-year sponsorship decision, not just a dashboard.
How it works
- 1Trigger when an event record is marked closed in Airtable.
- 2Retrieve the event's scans and sponsorship cost from Airtable.
- 3Pull each attendee's opportunities, stages, and amounts from Salesforce.
- 4The agent weighs first-touch vs. multi-touch influence and drafts the attribution narrative with a re-sponsor recommendation.
- 5Publish the formatted report to the planning Notion workspace.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect NotionPages, databases, comments.
- 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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Run this workflow in your colony.
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