MARKETING
Weekly Channel Attribution Board Deck Rollup
Every Monday, aggregates the prior week's spend and won revenue by marketing channel from BigQuery, drafts a narrative summary with an LLM.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Monday schedule
- ActionAggregate weekly spend + revenue by channelBigQuery
- LogicCompute ROAS and week-over-week deltas
- ActionDraft narrative summaryOpenAI
- OutputPublish board brief pageNotion
What it does
Turns a week of raw channel performance into an executive-readable brief. It rolls up spend, pipeline created, and closed-won revenue by channel from the warehouse, calculates return on ad spend per channel, asks an LLM to write a tight narrative around the week's movers, and publishes a formatted page leadership can read in two minutes.
When to use it
Use it when the weekly leadership update keeps eating an analyst's Monday morning. It is for marketing ops or growth leads who want a consistent, defensible channel summary auto-drafted from real numbers, ready to edit rather than build from scratch.
How it works
- 1A weekly Monday schedule fires.
- 2Query BigQuery for last week's spend, pipeline, and closed-won revenue grouped by channel.
- 3In a logic step, compute ROAS and week-over-week deltas per channel.
- 4Send the computed table to OpenAI to draft a narrative highlighting top performers and concerns.
- 5Publish the table plus narrative as a formatted Notion page for the leadership space.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 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 it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.

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