Daily lead source attribution from Follow Up Boss

By General Input

Every morning at 7am ET, log yesterday's new Follow Up Boss leads to Google Sheets and post a top-sources summary to Slack.

Integrations

  • Follow Up Boss
  • Google Sheets
  • Slack

Type

Deterministic Code

Categories

  • Sales
  • Operations

Build a deterministic code workflow that runs every weekday at 7am ET and produces yesterday's lead source attribution report from Follow Up Boss. No AI rewriting or judgment calls. Same fixed pipeline every morning.

Trigger: cron, weekdays at 7am ET.

Step 1: Call Follow Up Boss List People filtered to people created in the previous 24 hours (createdAfter = yesterday 00:00 ET, createdBefore = today 00:00 ET). Paginate through all results.

Step 2: In code, group the returned people by their source field and count rows per source. For each source also collect the names of the new leads as a comma-joined string.

Step 3: Call Google Sheets Append Values on a tracking tab the user picks. Append one row per source with these columns in order: date (yesterday, YYYY-MM-DD), source, count, comma-joined names of the new leads from that source.

Step 4: After the sheet write succeeds, call Slack Send a Message to a channel the user picks. Post a single summary line that includes the total new leads, the top three sources by count (with their counts), and a link to the spreadsheet.

Keep this strictly code and CRUD. No model calls. If Follow Up Boss returns zero people for the window, still post the Slack summary saying zero new leads and skip the sheet append. Surface a clear error if the Follow Up Boss, Google Sheets, or Slack call fails.

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