MARKETING
CEO Agent Weekly Budget Reallocation Brief
A weekly agent run that reads warehouse CAC and channel trends, reasons about diminishing returns and seasonality, drafts a written reallocation recommendation with rationale.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule starts agent
- ActionPull spend, CAC, and trends from warehouseBigQuery
- LogicReason over returns, volume, seasonality
- ActionFile full recommendation brief in NotionNotion
- OutputPost top-moves digest to SlackSlack
What it does
This is the judgment-heavy counterpart to a pure formula. An agent pulls per-channel spend, CAC, and week-over-week trends from BigQuery, then reasons about whether a channel is genuinely efficient or just early in a scaling curve, factors in known seasonality, and writes a narrative reallocation recommendation. It explains the why, not just the percentages, and files a full brief in Notion with a short Slack digest.
When to use it
Use it when raw CAC math leads to over-reactions — cutting a channel that is temporarily noisy or piling into one that is about to saturate. Good for senior marketers who want a reasoned second opinion each week rather than a mechanical rule.
How it works
A weekly schedule starts the agent. It queries BigQuery for per-channel spend, CAC, conversions, and trailing trends. The agent reasons over the data, weighing diminishing returns, volume, and seasonality, and drafts a recommendation with explicit rationale and confidence. It writes the complete brief as a Notion page, then posts a concise summary with the top moves to Slack for the team to discuss.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect NotionPages, databases, comments.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
Run this workflow in your colony.
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