MARKETING
Monthly CMO Spend-to-Pipeline Narrative Brief
On the first of each month, an agent reconciles last month's UTM spend against pipeline, writes a plain-language executive brief explaining what worked and what to cut.
How it runs
The automated pipeline, trigger to output.
- TriggerFirst-of-month schedule fires
- ActionQuery last and prior month spend and pipeline by UTMSnowflake
- LogicRank campaigns and compute month-over-month deltas
- ActionDraft narrative executive briefOpenAI
- OutputEmail brief to leadership distributionGmail
What it does
This workflow turns a month of reconciled spend-and-pipeline data into a written executive brief, not just a table. An agent pulls last month's spend and matched pipeline by UTM campaign, identifies the winners and money-losers, compares against the prior month, and drafts a narrative that explains the trends and recommends specific budget moves.
When to use it
Use it when leadership wants a monthly story — why ROAS moved, which channels to double down on, what to kill — rather than a raw dashboard they have to interpret themselves.
How it works
A first-of-month schedule kicks off the run. The agent queries the warehouse for last month's and the prior month's spend and matched pipeline by UTM campaign. It analyzes deltas, ranks campaigns by efficiency, and synthesizes a concise narrative brief with concrete recommendations using an LLM. The finished brief is emailed to the leadership distribution list with the data table attached as an appendix.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect OpenAIModels, embeddings, files.
- 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.
Run this workflow in your colony.
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