Weekly outbound sequence stats digest

By General Input

Every Monday morning, get a written report of last week's Salesforge sequence performance posted to Slack and archived in Google Sheets for trending.

Integrations

  • Salesforge
  • Slack Bot
  • Google Sheets

Type

Agentic Task

Categories

  • Sales
  • Operations

Every Monday at 8am in my local timezone, produce a written weekly outbound sequence performance report and deliver it two ways: post the narrative summary to a Slack channel I pick at setup, and append one row per sequence to a Google Sheets tracker I pick at setup so week-over-week trending accumulates over time.

Trigger: cron, every Monday at 8am.

To gather the data in Salesforge, call List Sequences and List Multichannel Sequences to enumerate every active sequence in the workspace. Then pull last-7-days metrics using Get Workspace Sequence Metrics for the workspace roll-up, Get Sequence Analytics for each email sequence, and Get Multichannel Sequence Analytics for each multichannel sequence so LinkedIn touches are counted. From those, compute sends, opens, replies, positive replies, and bounces per sequence.

In the narrative summary: rank sequences by reply rate and positive reply rate, call out the top three winners and the bottom three underperformers, note anomalies (sudden bounce spikes, sequences that got paused, mailboxes that went quiet), and suggest one or two concrete actions like pausing a laggard, doubling budget on a winner, or refreshing copy on a high-bounce mailbox.

Delivery, Slack: use the Slack Bot Send a Message action to post the narrative summary to the channel I pick at setup. Format the message with Slack mrkdwn so headers and rankings are readable.

Delivery, Google Sheets: use Append Values to add one row per sequence to the tracking sheet I pick at setup. Each row should include the run date, sequence name, sequence type (email or multichannel), sends, opens, replies, positive replies, bounces, reply rate, and positive reply rate, so I can chart week-over-week trends later.

This is the scheduled recurring version of the sequence stats digest. If there are zero sequences in the workspace for the week, still post to Slack with a short 'no activity last week' note and skip the sheet append.

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