MARKETING
Weekly UTM Spend-to-Pipeline Reconciliation Rollup
Every Monday, joins last week's ad spend (by UTM campaign) against closed and open pipeline in your warehouse, computes cost-per-opportunity and ROAS per campaign.
How it runs
The automated pipeline, trigger to output.
- TriggerMonday 7am schedule fires
- ActionQuery last week's spend by UTM campaignBigQuery
- ActionQuery pipeline opportunities joined on UTM keyBigQuery
- LogicCompute ROAS and cost-per-opp; flag below floor
- OutputPost ranked rollup to Slack channelSlack
What it does
This workflow reconciles paid-media spend against the pipeline it actually generated. It pulls spend keyed by `utm_campaign` and matches it to opportunities tagged with the same UTM in your CRM warehouse, then derives cost-per-opportunity, pipeline value, and ROAS for each campaign. The result is a single ranked digest your team reads first thing Monday.
When to use it
Use it when spend lives in one system and pipeline in another, and nobody has a trustworthy weekly view of which campaigns are paying for themselves. Ideal for growth or demand-gen teams running a standing Monday revenue sync.
How it works
A Monday 7am schedule fires the run. The flow queries BigQuery for the prior week's spend grouped by UTM campaign, then queries pipeline (opportunities, stage, amount) joined on the same UTM key. A logic step computes ROAS and cost-per-opp and flags campaigns below a configurable ROAS floor. The ranked table — best to worst — is formatted and delivered to a Slack channel with the underperformers called out at the bottom.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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