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MARKETING

Build a weekly evergreen funnel performance digest

Each week this pulls replay engagement and nurture-sequence metrics from HubSpot and Zoom, has an LLM write a plain-English performance digest with recommendations.

CategoryMarketing
Enginesim
Difficultybeginner
Triggerschedule
Steps5
Setup~5 min

How it runs

The automated pipeline, trigger to output.

  • TriggerWeekly schedule
  • ActionPull replay engagement stats from ZoomZoomZoom
  • ActionPull funnel and nurture metrics from HubSpotHubSpotHubSpot
  • ActionSynthesize digest with recommendationsOpenAI
  • OutputPost digest to marketing SlackSlack

What it does

It aggregates the evergreen funnel's numbers each week: gated-replay views and watch-through from Zoom, plus form fills, nurture open and click rates, and conversions from HubSpot. An LLM turns the raw metrics into a readable digest that calls out what's working, what's slipping, and two concrete next actions, then posts it to Slack for the marketing team.

When to use it

Use it once the evergreen funnel is live and you want a recurring read on whether the replay and nurture sequence are actually converting, without anyone manually assembling a report.

How it works

  1. 1A weekly schedule triggers the flow.
  2. 2It pulls replay view and watch-through stats from Zoom for the period.
  3. 3It pulls funnel metrics from HubSpot: form fills, sequence engagement, and conversions.
  4. 4An LLM synthesizes both sources into a digest with highlights, concerns, and two recommended actions.
  5. 5The digest is posted to the marketing Slack channel for the team to act on.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect ZoomMeetings, recordings, transcripts.
  2. 2
    Connect HubSpotCRM, deals, marketing, support.
  3. 3
    Connect OpenAIModels, embeddings, files.
  4. 4
    Connect SlackChannels, DMs, threads, mentions.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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