Monthly partner performance scorecards from Introw

Build an agent workflow that runs on the first business day of every month at 9am ET and sends each active Introw partner a personalized monthly performance scorecard email, then posts an internal recap to Slack.

Use a cron trigger. Skip weekends so the run always lands on a business day.

Step 1. Call Introw List Partners and page through all active partners in the organization. Filter out any partner that is paused, archived, or otherwise inactive.

Step 2. For each active partner, in the prior calendar month window, gather three inputs:

a) Call Introw List Commission Lines filtered to that partner and to lines created or updated in the prior calendar month. Sum earned commissions (status IN_PAYOUT and PAID) and pending commissions (status EXPECTED and PENDING) separately. Ignore VOIDED lines.

b) Also pull the previous prior month for the same partner so you can compute a month over month delta for both earned and pending commissions.

c) Call HubSpot Search Deals for deals attributed to this partner in the prior calendar month. Attribution is by the HubSpot deal property the user configures (typically a partner source or partner influence property). Count total sourced or influenced deals, sum their amount, and capture the top 3 deals by amount with name, amount, and stage.

Step 3. Classify each partner as trending up, flat, or cooling off based on the month over month delta of earned plus pending commissions. Use sensible defaults such as up if change is above +15 percent, cooling if below -15 percent, otherwise flat. Let the user override these thresholds.

Step 4. Skip any partner that has zero activity this month AND no prior baseline (no commissions and no sourced deals last month either) so brand new partners are not emailed a blank report.

Step 5. For each remaining partner, draft a personalized scorecard email using the agent. The email should include: paid commissions total for the month, pending commissions total, month over month change, count and value of sourced or influenced deals, the top 3 wins by deal value, and a short call to action tailored to the trend (celebrate momentum, re-engage a cooling partner, or reinforce a steady month). Keep it warm, specific, and short. Send it via Gmail Send a Message to the partner's primary contact email.

Step 6. After all partners are covered, post an internal recap to a partner ops Slack channel using Slack Send a Message. The recap should list: the top 5 performers by earned commissions this month, any active partners with zero commissions AND zero sourced deals this month, and the total commission volume paid across the program. Keep it to one message with clear sections.

Ask the user for these inputs when the workflow is created: the Slack channel for the recap, the Gmail sender identity if different from default, the HubSpot deal property used for partner attribution, the trend thresholds, and any timezone override for the 9am cron.

Handle Introw rate limiting gracefully by backing off on 429 responses and continuing. If a specific partner fails (email bounce, missing contact, HubSpot search error), log it, include it in the Slack recap under a Failures section, and keep going rather than aborting the whole run.