MARKETING
Daily Ad Spend to Pipeline Attribution Rollup
Each morning, joins yesterday's ad spend in BigQuery against Salesforce opportunities by campaign.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule after overnight ETL
- ActionQuery yesterday's ad spend by campaignBigQuery
- ActionQuery opportunities created yesterday by campaignSalesforce
- LogicJoin spend + pipeline, compute blended CAC
- ActionAppend rollup rows to dated sheetGoogle Drive
- OutputPost top-line CAC summary to channelSlack
What it does
Produces a single daily attribution rollup that ties paid media spend to the pipeline it influenced. It pulls platform spend by campaign from your BigQuery warehouse, matches it to Salesforce opportunities carrying the same campaign IDs, computes spend, opportunities created, pipeline value, and blended cost-per-opportunity, then publishes the result and posts a summary.
When to use it
Run this when your finance and growth teams keep arguing about CAC because spend and pipeline live in two systems that never reconcile. It is for marketing ops owners who need a trustworthy daily snapshot without rebuilding a dashboard by hand every morning.
How it works
- 1A schedule fires every morning after overnight ETL completes.
- 2Query BigQuery for yesterday's spend grouped by campaign ID.
- 3Query Salesforce for opportunities created yesterday, grouped by the same campaign ID.
- 4Join the two datasets in a logic step and compute spend, opps, pipeline value, and blended cost-per-opp per campaign.
- 5Append the rollup rows to a dated Google Drive spreadsheet.
- 6Post a top-line summary with the worst and best CAC campaigns to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect Google DriveDocs, sheets, slides, files.
- 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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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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