MARKETING
Monthly Channel-Mix CAC Report to Sheet and Email
On the first of each month, aggregates the prior month's spend and new customers per channel from BigQuery, computes blended and per-channel CAC trends.
How it runs
The automated pipeline, trigger to output.
- TriggerFirst-of-month schedule fires
- ActionAggregate prior-month spend and customers per channelBigQuery
- LogicCompute CAC and month-over-month deltas
- ActionAppend dated snapshot to Airtable historyAirtable
- OutputEmail leadership summaryGmail
What it does
This workflow produces the monthly acquisition-efficiency report leadership expects. It rolls up the prior calendar month of spend and new customers per channel from BigQuery, computes blended CAC plus each channel's CAC and its month-over-month change, appends a dated row to an Airtable history base for trend tracking, and sends a clean summary email to stakeholders.
When to use it
Use it when finance and leadership need a recurring, archived view of acquisition cost by channel rather than ad-hoc pulls. Complements the weekly tactical workflows by maintaining the long-run record.
How it works
A monthly schedule fires on the first. The workflow queries BigQuery for the full prior-month spend and new customers per channel. A logic step computes blended and per-channel CAC and the delta against the previous month it reads back from Airtable. It appends a new dated snapshot row to the Airtable history base, then formats and sends a leadership email summarizing total spend, blended CAC, biggest movers, and the trend direction.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect GmailRead, draft, send, label.
- 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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