Automatically build pivot tables from your campaign data

Pulls campaign data from Google Sheets and rebuilds your pivot table views automatically every time you run it.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig(("user runs the automation")):::human s0[("pull campaign data")]:::store s1["build pivot summaries"]:::task trig --> s0 s0 --> s1 gx{"+ which pivot views to build"}:::gate s1 --> gx p00["write to channel tab"]:::task gx -->|"channel summary"| p00 p10["write to campaign tab"]:::task gx -->|"campaign summary"| p10 p00 --> out p10 --> out out[/"updated pivot table views"/]:::out pay{{"always current campaign reporting"}}:::pay 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
A stepA personA record or sheetEvery pathResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Spreadsheet & Database Ops
Connects
Google Sheets

The problem it solves

Rebuilding your campaign pivot tables by hand every time new data comes in is tedious, and it's easy to forget to refresh one of the views before a meeting. You end up spending time on formatting instead of looking at what the numbers actually mean.

Who it fits

Marketing teams tracking campaign performance across multiple channels in a spreadsheet.

How it works

  1. You run the automation whenever you want fresh pivot views
  2. Campaign data is pulled from the Data tab in Google Sheets
  3. Two pivot table summaries are rebuilt from that data
  4. Each summary is written to its own tab, ready to view
What you get

Campaign views ready whenever you check

You get two pivot table summaries of your campaign data rebuilt automatically and written to their own tabs whenever you run it.

What you get

Up-to-date pivot table summaries of your campaign data, broken out by channel and campaign.

What you need

A Google account with access to the campaign data spreadsheet.

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

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