Turn marketing leads into weekly AI attribution reports

Tracks leads by source, calculates cost per lead, and emails you an AI-written report every week.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(["weekly reporting schedule"]):::trigtime s0["pull new lead submissions"]:::svc s1["group leads by source"]:::task s2["calculate cost per lead"]:::task s3["ai writes report"]:::svc s4["email report to owner"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 s3 --> s4 out[/"weekly attribution report delivered"/]:::out pay{{"clear view of what marketing works"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Social Media ManagementEmail AutomationSpreadsheet & Database OpsReporting & Analytics
Connects
Google SheetsGmailOpenAI

The problem it solves

You are spending money across Instagram, LinkedIn, Google Ads, and other channels, but figuring out which ones actually bring in leads means digging through spreadsheets by hand. By the time you finish crunching the numbers, the week is already over and the insight is stale.

Who it fits

A marketing team or business owner running ads across multiple channels who needs to know what is actually working.

How it works

  1. New lead submissions are pulled from your Google Sheets on a schedule
  2. Leads are grouped and totaled by source, like Instagram, LinkedIn, or Google Ads
  3. Cost per lead is calculated for each channel
  4. AI turns the numbers into a clear, professional report with insights and recommendations
  5. The finished report is emailed to you automatically
What you get

Clarity on which ad channel wins

Every week you receive a clear report showing which marketing channels are delivering leads at the best cost, ready to guide your next ad decision.

What you get

A professional, AI-written attribution report showing lead volume and cost per channel.

What you need

A Google account for Sheets and Gmail, and an OpenAI API key for the AI-written report.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Get an AI sentiment summary of your YouTube comments by email

Add a video to a spreadsheet and receive an emailed summary of what viewers are saying in the comments.

Advanced

Get a daily AI news digest emailed to you every morning

Gathers the day's top AI news from multiple sources, summarizes it with AI, and emails you a clean digest every morning.

Advanced

Turn radiology scans into plain-English patient reports

AI reads an uploaded scan, writes a plain-English report, turns it into a PDF, and emails it to the patient.

Standard

Reconcile bank transactions and email finance reports automatically

AI classifies bank transactions, reconciles accounts, and emails your finance team a clean summary report.

Advanced
Back to the AI Playbook