Daily lead source attribution from Follow Up Boss

PromptCreate

Build a deterministic code workflow that runs every weekday at 7am ET and produces yesterday's lead source attribution report from Follow Up Boss. No AI rewriting or judgment calls. Same fixed pipeline every morning.

Trigger: cron, weekdays at 7am ET.

Step 1: Call Follow Up Boss List People filtered to people created in the previous 24 hours (createdAfter = yesterday 00:00 ET, createdBefore = today 00:00 ET). Paginate through all results.

Step 2: In code, group the returned people by their source field and count rows per source. For each source also collect the names of the new leads as a comma-joined string.

Step 3: Call Google Sheets Append Values on a tracking tab the user picks. Append one row per source with these columns in order: date (yesterday, YYYY-MM-DD), source, count, comma-joined names of the new leads from that source.

Step 4: After the sheet write succeeds, call Slack Send a Message to a channel the user picks. Post a single summary line that includes the total new leads, the top three sources by count (with their counts), and a link to the spreadsheet.

Keep this strictly code and CRUD. No model calls. If Follow Up Boss returns zero people for the window, still post the Slack summary saying zero new leads and skip the sheet append. Surface a clear error if the Follow Up Boss, Google Sheets, or Slack call fails.

What does this prompt do?

Pulls every lead created in Follow Up Boss in the last 24 hours and groups them by lead source.
Appends one row per source to a Google Sheets tracking tab with the date, source, lead count, and the names of the new leads.
Posts a single summary line to Slack with the total new leads, the top three sources, and a link to the spreadsheet.
Runs the exact same way every weekday so dead sources stand out and ROI per source is one tab away.

What do I need to use this?

A Follow Up Boss account with API access (Admin > API).
A Google account with edit access to the spreadsheet you want to log into.
A Slack workspace and a channel where the morning summary should post.

How can I customize it?

Change the schedule from 7am ET to whatever time fits your team's morning huddle.
Point it at a different Google Sheets tab, or add extra columns like assigned agent or stage.
Swap the Slack channel, or tweak the summary copy to highlight more than the top three sources.

FAQs

Does this work with any Follow Up Boss plan?

Yes. As long as you can generate an API key from the Admin > API page in Follow Up Boss, this workflow will run.

What if a lead source has zero new leads yesterday?

Sources with no new leads simply don't get a row that day. The Slack summary only mentions sources that actually produced leads, so empty sources stand out by their absence.

Can I change which Slack channel the summary posts to?

Yes. When you set the workflow up, you pick the channel, and you can change it any time without rebuilding the workflow.

Will this overwrite my existing Google Sheets data?

No. It only appends new rows to the bottom of the tracking tab, so your historical data stays intact and you build a clean day-by-day log over time.

What time zone does the 24-hour window use?

By default the workflow runs at 7am Eastern and pulls leads from the previous calendar day in Eastern time. You can shift it to any time zone that matches how your team reports.

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