Weekly HeyReach performance digest in Slack and Google Sheets

By General Input

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.

Integrations

  • HeyReach
  • Slack Bot
  • Google Sheets

Type

Agentic Task

Categories

  • Marketing
  • Operations

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.

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