Calculate marketing ROI by lead source and post it to Slack

Analyzes closed deals every night to show which marketing channels actually generate revenue, delivered to Slack.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(["nightly scheduled run"]):::trigtime s0[("pull closed deals")]:::store s1["match deals to lead source"]:::task s2["calculate roi per channel"]:::task s3["post channel ranking to slack"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"nightly channel roi ranking"/]:::out pay{{"know where marketing spend works"}}:::pay s3 --> 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 serviceA record or sheetResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationMessaging & NotificationsSpreadsheet & Database OpsReporting & Analytics
Connects
AirtableSlackGmail

The problem it solves

You're spending money across several marketing channels but you don't really know which ones bring in paying customers. Without that visibility, it's hard to know where to cut spend and where to invest more.

Who it fits

A marketing or sales leader who needs to justify budget decisions with real revenue data.

How it works

  1. Runs automatically every night
  2. Pulls closed-won deals from the last 30 days out of Airtable
  3. Matches each deal back to its original lead source
  4. Calculates revenue, ROI, and conversion rate for every channel
  5. Posts the top-performing sources to Slack
What you get

Channels you can defend at budget time

Every night you get a clear picture of which marketing channels actually drove closed revenue.

What you get

A nightly Slack message ranking your marketing channels by revenue and ROI, plus updated records in Airtable.

What you need

An Airtable account for deal and lead-source data and a Slack workspace for reports.

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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