Weekly Apollo sequence performance report to Slack

By General Input

Every Monday at 8am, an agent reviews last week's Apollo sequences, writes a narrative performance report, logs the numbers in Google Sheets, and posts the summary to Slack.

Integrations

  • Apollo
  • Slack
  • Google Sheets

Type

Agentic Task

Categories

  • Sales
  • Operations

Every Monday at 8am, run an agent that produces a written weekly performance report on our Apollo sequences and ships it to the sales team. The trigger is a cron, Monday at 8am in our company time zone.

What the agent should do:

1. Call Apollo Search Sequences to list every active sequence in our account. Capture sequence id, name, owner, and current status.

2. Call Apollo Search Outreach Emails to pull every email sent in the last 7 days, scoped to those sequences. Group the results by sequence id and by step.

3. For each sequence and each step, call Apollo Check Email Stats to fetch opens, clicks, replies, and bounces. Aggregate to sequence level totals and step level totals.

4. Write a narrative weekly review with these sections: top performing sequences (by reply rate, with sends as a sanity check), bottom performing sequences, steps that stalled (low open or low reply on a specific step), reply rate trend week over week (read prior weeks from the Google Sheet tracker), and concrete recommendations on which sequences to pause, edit, or scale and why.

5. Append one row per sequence to a Google Sheets tracker using Append Values. Columns: week_of, sequence_name, owner, sends, opens, clicks, replies, reply_rate, bounce_rate, recommendation. The spreadsheet id and tab name should be configurable.

6. Post the narrative summary to Slack using Send a Message. The channel should be configurable (default to our revenue channel). Format it as a readable Slack post with a short headline, the top and bottom lists, the trend callout, and the recommendations as a bulleted list. Include a link or reference back to the Google Sheet for the full numbers.

Inputs the workflow should expose as configuration: Slack channel id, Google Sheets spreadsheet id, sheet tab name, lookback window in days (default 7), and an optional list of sequence ids to exclude (for example archived test sequences).

Tone of the narrative: tight, useful for a sales leader skimming on Monday morning. No filler, no em dashes, plain numbers with percentages where relevant. The goal is that VPs of Sales get a real review of outbound performance every Monday without ever logging into Apollo.

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