MARKETING
Campaign ROI Airtable Tracker Sync
Nightly, refreshes a campaign-tracker Airtable base with reconciled spend, pipeline, and ROAS per UTM campaign so the marketing team has a live editable scoreboard without…
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule fires
- ActionQuery quarter-to-date spend and matched pipeline by UTMBigQuery
- LogicCompute metrics and map to Airtable record keys
- ActionUpsert metric fields into campaign-tracker baseAirtable
- OutputPost sync summary to SlackSlack
What it does
This workflow keeps a human-friendly campaign scoreboard in Airtable continuously up to date with reconciled numbers. Each night it recomputes spend, matched pipeline, opportunity count, and ROAS per UTM campaign from the warehouse and upserts those metrics into the tracker base, preserving the manual notes and owner fields marketers maintain by hand.
When to use it
Use it when non-technical marketers live in Airtable and need trustworthy spend-to-pipeline numbers next to their own planning columns, without learning SQL or waiting on an analyst.
How it works
A nightly schedule starts the sync. The flow queries BigQuery for spend and matched pipeline grouped by UTM campaign for the current quarter. A logic step computes derived metrics and maps each campaign to its Airtable record key. The flow then upserts rows into the campaign-tracker base — updating metric fields while leaving owner, status, and notes untouched — and creates rows for any new campaigns. A short confirmation summary of records updated is posted to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect AirtableBases, tables, views, automations.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.