MARKETING
Daily UTM Campaign Spend-to-Revenue Rollup
Every morning, joins yesterday's ad spend from BigQuery against Stripe revenue by UTM campaign and posts a per-campaign ROAS table to Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily 7am schedule
- ActionQuery yesterday's spend by UTM campaignBigQuery
- ActionPull Stripe charges and group by UTM metadataStripe
- LogicJoin, compute ROAS, flag below break-even
- OutputPost ranked ROAS table to SlackSlack
What it does
Each morning this workflow reconciles what you spent on each UTM-tagged campaign against the revenue those campaigns actually drove, then delivers a ranked ROAS (return on ad spend) summary to your marketing channel before standup.
When to use it
Use it when ad spend lives in a BigQuery warehouse table (synced from Google/Meta/etc.) and revenue lives in Stripe, and you want a single daily source of truth instead of three tabs. Ideal for growth teams that make pacing decisions every morning.
How it works
- 1A schedule fires at 7am local time.
- 2BigQuery returns yesterday's spend grouped by `utm_campaign`.
- 3Stripe charges from the same day are pulled and grouped by the `utm_campaign` stored on each customer's metadata.
- 4A logic step joins the two sets on campaign, computes revenue minus spend and ROAS, and flags any campaign below your break-even threshold.
- 5The result is formatted into a sorted table and posted to Slack, with under-performers called out at the top.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect StripeCustomers, subscriptions, payments.
- 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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