# Monthly partner performance scorecards from Introw > On the first business day of every month, email each active Introw partner a personalized scorecard of commissions and sourced deals, then recap the top movers in Slack. - Workflow type: agent - Services: Introw, HubSpot, Gmail, Slack - Categories: Sales, Operations - Published: 2026-07-02 ## What it does - Emails each active partner a personal scorecard on the first business day of the month with their paid and pending commissions from the prior month. - Adds pipeline context from HubSpot so partners see the deals they sourced or influenced, not just what has paid out yet. - Tailors the message tone to whether the partner is trending up, flat, or cooling off, and highlights their top three wins by deal value. - Posts an internal Slack recap to your partner ops channel with the top five performers, any partners at zero for the month, and total commission volume paid. ## What you'll need - An Introw account with an API key that can read partners and commission lines. - A HubSpot login where deals are tagged with the partner who sourced or influenced them. - A Gmail account to send the scorecard emails from. - A Slack workspace and a channel for your partner ops recap. ## Prompt Build an agent workflow that runs on the first business day of every month at 9am ET and sends each active Introw partner a personalized monthly performance scorecard email, then posts an internal recap to Slack. Use a cron trigger. Skip weekends so the run always lands on a business day. Step 1. Call Introw List Partners and page through all active partners in the organization. Filter out any partner that is paused, archived, or otherwise inactive. Step 2. For each active partner, in the prior calendar month window, gather three inputs: a) Call Introw List Commission Lines filtered to that partner and to lines created or updated in the prior calendar month. Sum earned commissions (status IN_PAYOUT and PAID) and pending commissions (status EXPECTED and PENDING) separately. Ignore VOIDED lines. b) Also pull the previous prior month for the same partner so you can compute a month over month delta for both earned and pending commissions. c) Call HubSpot Search Deals for deals attributed to this partner in the prior calendar month. Attribution is by the HubSpot deal property the user configures (typically a partner source or partner influence property). Count total sourced or influenced deals, sum their amount, and capture the top 3 deals by amount with name, amount, and stage. Step 3. Classify each partner as trending up, flat, or cooling off based on the month over month delta of earned plus pending commissions. Use sensible defaults such as up if change is above +15 percent, cooling if below -15 percent, otherwise flat. Let the user override these thresholds. Step 4. Skip any partner that has zero activity this month AND no prior baseline (no commissions and no sourced deals last month either) so brand new partners are not emailed a blank report. Step 5. For each remaining partner, draft a personalized scorecard email using the agent. The email should include: paid commissions total for the month, pending commissions total, month over month change, count and value of sourced or influenced deals, the top 3 wins by deal value, and a short call to action tailored to the trend (celebrate momentum, re-engage a cooling partner, or reinforce a steady month). Keep it warm, specific, and short. Send it via Gmail Send a Message to the partner's primary contact email. Step 6. After all partners are covered, post an internal recap to a partner ops Slack channel using Slack Send a Message. The recap should list: the top 5 performers by earned commissions this month, any active partners with zero commissions AND zero sourced deals this month, and the total commission volume paid across the program. Keep it to one message with clear sections. Ask the user for these inputs when the workflow is created: the Slack channel for the recap, the Gmail sender identity if different from default, the HubSpot deal property used for partner attribution, the trend thresholds, and any timezone override for the 9am cron. Handle Introw rate limiting gracefully by backing off on 429 responses and continuing. If a specific partner fails (email bounce, missing contact, HubSpot search error), log it, include it in the Slack recap under a Failures section, and keep going rather than aborting the whole run. ## How to customize - Change the timing to a different cadence, like the 5th of each month or the first Monday, or move from monthly to quarterly business reviews. - Adjust the recap thresholds, such as top 10 performers instead of top 5, or a different definition of a cooling partner. - Swap the email sender to a shared partnerships inbox, tweak the subject line, or add your logo and signature block. - Change the Slack channel, or add a second post that DMs your partner manager a shortlist of partners to follow up with. ## FAQ ### Will brand new partners get a blank scorecard email? No. Partners with no activity this month and no prior baseline are skipped so new partners are not spammed with an empty report. ### Does the scorecard include deals that have not paid out yet? Yes. Pending commissions from Introw and sourced or influenced deals from HubSpot are included so partners see full pipeline contribution, not only paid commissions. ### Can I change which HubSpot property identifies the sourcing partner? Yes. Tell the workflow which deal property links a deal to a partner and it will use that when counting and valuing sourced or influenced deals. ### What if a partner is inactive or paused in Introw? Only active partners are included in the run. Paused, archived, or inactive partners are skipped automatically. ### How is the trend up, flat, or cooling label decided? The workflow compares the prior month to the month before it. You can set your own thresholds for what counts as trending up, flat, or cooling off. Use this prompt in General Input: https://www.generalinput.com/prompts/monthly-partner-performance-scorecards-from-introw