Weekly HeyReach performance digest in Slack and Google Sheets

Every Monday at 8am, get a written summary of last week's HeyReach campaigns in Slack plus a clean Google Sheets archive your clients can view.

Agentic Task
HeyReachSlack BotGoogle SheetsMarketingOperationsAI ReportsDaily Digests

Every Monday at 8am in my local timezone, run an agent that produces a weekly LinkedIn outreach performance digest from HeyReach. The digest has two outputs: one row per campaign appended to a Google Sheet (the archive my clients can view), and one Slack message in a channel I will configure (the team-readable summary with narrative).

Step 1, gather the data. Call HeyReach Get All Campaigns and keep only campaigns whose status indicates they are active or running this week. For each of those campaigns, call HeyReach Get Campaign By ID for metadata (campaign name, LinkedIn sender accounts, start date) and HeyReach Get Overall Stats scoped to that campaign and to the last 7 days. Collect these numbers per campaign: connection requests sent, accept rate, replies, positive replies, and meetings booked. If Get Overall Stats accepts a date range, pass the last 7 full calendar days ending Sunday night.

Step 2, write to Google Sheets. Use Google Sheets Append Values to add one new row per campaign to the tracker sheet I will specify. Each row should include: the report date (today, Monday), campaign name, requests sent this week, accept rate this week, replies this week, positive replies this week, meetings this week. Before appending, read the existing sheet so you can find each campaign's row from the prior Monday and compute week-over-week deltas for accept rate and reply rate.

Step 3, post the Slack digest. Use the Slack Bot Send a Message action to post one message in the channel I will configure. Structure it as: a one-line headline (for example 'HeyReach weekly digest, week of <date>'), a short top performers section that names the two or three campaigns with the highest positive reply rate this week, a 'needs attention' section that names any campaign whose accept rate or reply rate dropped meaningfully versus last week, and a closing paragraph of 3 to 5 sentences of narrative recommendation. The narrative is the whole point of using an agent here, not a code workflow. It should call out specific campaigns by name and explain what likely changed (for example 'Campaign Acme-CFO-Q2 accept rate fell from 38 percent to 24 percent week over week, which usually points to either a worn-out sender account or a connection request copy that has stopped resonating; consider rotating the opening line') so an agency owner can forward the recommendation to a client with minimal editing.

Constraints. Use Slack mrkdwn formatting in the message (single asterisks for bold, not double). Keep the Slack message under roughly 1500 characters so it stays scannable. If a campaign has zero activity in the last 7 days, include it in the sheet with zeros but skip it in the Slack narrative. If HeyReach returns no active campaigns at all, post a one-line Slack message saying so and do not write anything to the sheet.

Before running, ask me for: (1) the Google Sheets spreadsheet ID and tab name to use as the tracker, (2) the Slack channel ID or name to post the digest in, (3) my timezone for the 8am schedule, and (4) confirmation of which sender or workspace in HeyReach to pull from if I have more than one.

Additional information

What does this prompt do?
  • Pulls every active HeyReach campaign and last week's numbers for each one: requests sent, accept rate, replies, positive replies, and meetings booked.
  • Appends one row per campaign to a Google Sheet so you keep a running week-over-week history you can share with clients as a view-only report.
  • Posts a Slack message every Monday that calls out top performers, flags any campaigns where accept or reply rate dropped, and explains what changed in plain English.
  • Writes a short narrative recommendation an agency owner can forward to a client without rewriting.
What do I need to use this?
  • A HeyReach account with at least one launched campaign you want tracked.
  • A Slack workspace and the channel you want the Monday digest posted to.
  • A Google account with edit access to the Google Sheet you want to use as the running tracker.
How can I customize it?
  • Change the schedule (move it from Monday 8am to whatever day or time your team reviews campaigns).
  • Pick which Slack channel the digest posts in, or switch it to a direct message to the agency owner.
  • Point it at a different Google Sheet per client so each client has their own archive, or keep one master sheet with a client column.
  • Adjust what counts as a 'drop' worth flagging (for example, only call out accept rate dips greater than five points).

Frequently asked questions

Does this replace the manual report I write for clients on Monday mornings?
Yes. The Slack message is written in plain English with specific campaign names and what changed, so you can copy the relevant parts straight into a client update. The Google Sheet gives clients a live view they can refresh themselves.
Will it compare this week to last week automatically?
Yes. Because every run appends a new row to the same Google Sheet, the agent can read last week's numbers off the sheet and call out which campaigns improved or slipped versus the previous week.
What if I run HeyReach for multiple clients?
You have two clean options: run one workflow per client pointed at a separate sheet and Slack channel, or keep a single sheet with a client column and let the agent group the digest by client. Both work.
Can the report go somewhere other than Slack?
Slack is the default because that is where agency teams already work on Monday mornings, but the same prompt can be adjusted to email the digest or drop it in a Notion or Linear comment instead.
Do I need a paid HeyReach plan?
You need a HeyReach plan that gives you an API key in your Integrations settings. Any plan that exposes the API will work. Free trials that block the API will not.

Stop spending Monday morning writing the HeyReach report.

Connect HeyReach, Slack, and Google Sheets once and Geni delivers the weekly digest and the client-ready archive every Monday at 8am.