MARKETING
Monthly Attribution Snapshot Archive to S3
On the first of each month, exports the prior month's full campaign-level spend-to-pipeline attribution joined from BigQuery and Salesforce, writes it as a dated CSV to AWS S3.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule on the 1st
- ActionQuery prior-month spend by campaignBigQuery
- ActionQuery attributed pipeline + revenueSalesforce
- LogicJoin datasets and build CSV
- ActionUpload dated CSV to archive bucketAWS S3
- OutputEmail finance the snapshot linkGmail
What it does
Creates an immutable monthly attribution record for finance and audit. It joins the prior month's campaign spend from BigQuery with the pipeline and revenue those campaigns produced in Salesforce, serializes the full campaign-level detail to a dated CSV, archives it to S3, and emails the finance team a link to the snapshot.
When to use it
Use it when finance needs a frozen, point-in-time attribution file each month for close, since live dashboards keep changing as deals reclassify. It is for ops teams who need a defensible archive rather than a number that shifts every time someone reruns a query.
How it works
- 1A monthly schedule fires on the first of the month.
- 2Query BigQuery for all campaign spend in the prior month.
- 3Query Salesforce for pipeline and closed-won revenue attributed to those campaigns.
- 4In a logic step, join the datasets and build the campaign-level CSV.
- 5Upload the dated CSV to the attribution archive bucket on S3.
- 6Email finance a link to the new monthly snapshot.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect AWS S3Buckets, objects, signed URLs.
- 4Connect GmailRead, draft, send, label.
- 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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