# Monthly influencer ROI report from Later, emailed and archived

> On the first of every month, turn your Later influencer data into a written ROI report, email it to leadership, and file a copy in Notion.

- Workflow type: agent
- Services: Later, Gmail, Notion
- Categories: Marketing
- Published: 2026-08-07

## What it does

- Runs on the first of each month and pulls the previous month's influencer results from Later, including estimated media value, return on investment, engagement and reach.
- Writes a short narrative report that opens with the headline ROI number and explains which content types earned their spend and which did not.
- Compares against the month before, so leadership sees the direction of travel rather than a one month snapshot.
- Emails the finished write up to your marketing leadership list and files the same report in your Notion database, building a running history you can look back on.

## What you'll need

- A Later Influence account with reporting access enabled. Later's account team switches this on by request, so ask them before you set this live.
- A Gmail account that can send to your marketing leadership list.
- A Notion workspace with a database where monthly reports should be filed, such as Marketing Reports.
- The email addresses of the leaders who should receive the report.

## Prompt

On the first of each month at 7am, generate our monthly influencer program report from Later, email it to our marketing leadership list, and archive it in Notion so we have a running history. Use a cron trigger.

Scope every Later call to the previous calendar month. Work out the first and last day of that month at run time and pass them as startDate and endDate in YYYY-MM-DD format in UTC. If the workflow runs on 1 March, the reporting window is 1 February to 28 February.

Pull three things from Later. Use Get Platform Return On Investment for estimated media value and return on investment broken down by content type. Use Get Platform Performance for the engagement and reach split across Instagram, TikTok and the rest. Use Get Instance Performance for program wide totals.

Later treats platform and contentType as mutually exclusive filters and returns a 400 with type ANL_00400 if both are sent in one request, so ask for those breakdowns in separate calls: one pass for the content type breakdown with no platform filter, and one call per platform family for the channel split. platform selects a whole family, so instagram covers instagram_post, instagram_reel and instagram_story. Leave instanceIds unset so the report covers every instance bound to our credentials, unless we name specific ones.

A few more Later details to handle. Every performance route requires an explicit metrics parameter and returns only the metric names requested, and the supported values differ per endpoint, so use each operation's own list rather than assuming a shared set. Get Instance Performance returns a single aggregate object with metrics under data.metrics rather than an array. Aggregate routes, including instance performance and platform return on investment, always return nextCursor as null, so do not try to paginate them. Paid media metrics are prefixed paid, such as paidImpressions, and link metrics are prefixed trackingLinks or affiliateLinks. Dates are UTC.

To report month over month direction, repeat the program wide and return on investment pulls for the month before the reporting month and compare the two. Treat that earlier month as context only. The report is about the month just closed.

Write a short narrative report, not a table dump. Open with the headline return on investment number for the month. Explain which content types earned their spend and which did not, using estimated media value against spend as the basis for that judgement, and name them specifically. Call out the month over month direction and whether the program is improving or slipping. Close with two or three concrete recommendations for next month's content mix, each tied to something in the data rather than generic advice. Aim for something a busy executive reads in two minutes.

Send the finished write up with Gmail Send a Message to our marketing leadership list. Use a subject line that names the month, for example "Influencer program report: February 2026", and put the narrative in the body.

Then archive the same write up as a Notion page using Create a Page in our Marketing Reports database. Title it with the month so the database reads as a chronological history, and keep the body identical to what was emailed. Make the recipient list and the target Notion database easy to change without editing the rest of the logic.

If Later reports no activity for the month, still send a short note saying there was nothing to report and skip the recommendations rather than inventing them. If a Later call fails, retry once before giving up, and never send a report that quietly drops one of the three data pulls without saying so.

## How to customize

- Change the timing: run it on a different day of the month, or move to a quarterly cadence for a board style rollup.
- Change who gets it: swap the recipient list, or copy the finance and creative leads who care about spend.
- Change the focus: narrow it to specific campaigns or platforms, or ask for more recommendations and a longer write up.

## FAQ

### Do I need anything special on my Later account?

Yes. Reporting access for Later Influence is enabled by your Later account team on request rather than being something you can turn on yourself, so ask them for it before you set this up. Everything else is standard.

### What time period does the report cover?

The full previous calendar month. If it runs on 1 March, it reports on all of February, and it compares that against January so you can see whether things are improving.

### Will this work if we only post on Instagram?

Yes. The channel breakdown only shows the platforms you actually used, and the rest of the report reads exactly the same.

### Can it send to a group address instead of individual people?

Yes. Any address your Gmail account can send to works, including a team alias or distribution list.

### What happens if there was no influencer activity last month?

It sends a short note saying there was nothing to report and skips the recommendations, rather than emailing an empty report or inventing advice that is not backed by the numbers.

Use this prompt in General Input: https://www.generalinput.com/prompts/monthly-influencer-roi-report-from-later-emailed-and-archived