Weekly LeadsForge outbound digest to Sheets and Slack

Every Monday morning, log LeadsForge open, click, and reply rates to a Google Sheet and post the highlights to your outbound Slack channel.

Deterministic Code
LeadsForgeGoogle SheetsSlackSalesOperationsDaily DigestsAI Reports
PromptCreate

Build me a deterministic code workflow that runs every Monday at 8am local time and produces a weekly outbound performance digest for my LeadsForge workspace. The pipeline is fetch, format, log, notify. No judgement steps or free-text summarization, just structured metrics moved between systems.

Trigger: cron, every Monday at 8:00 in the workspace's local time zone. Expose the schedule and time zone as editable configuration.

Step 1. Compute the 7 day window ending at the run time (previous Monday 00:00 through Sunday 23:59, inclusive). Call LeadsForge Get Workspace Sequence Metrics for that date range and capture workspace-level totals for opens, clicks, replies, positive replies, bounces, and unsubscribes. Include the total emails sent if the endpoint returns it.

Step 2. Call LeadsForge List Sequences to enumerate active sequences in the workspace. For each active sequence, call LeadsForge Get Sequence Analytics for the same 7 day window and capture the sequence id, sequence name, emails sent, open rate, click rate, and reply rate. Handle pagination on List Sequences and skip paused or archived sequences by default.

Step 3. Append rows to a Google Sheet using Google Sheets Append Values. The sheet id, tab name, and column layout should be configuration. Write one workspace summary row per run (columns: run_date, window_start, window_end, emails_sent, opens, clicks, replies, positive_replies, bounces, unsubscribes) followed by one row per active sequence (columns: run_date, window_start, window_end, sequence_id, sequence_name, emails_sent, open_rate, click_rate, reply_rate). This sheet is a rolling weekly log used for trend tracking, so we always append, never overwrite.

Step 4. Post to Slack via Slack Send a Message to a configured channel (default #outbound). The message should include: the date window, workspace totals with rates computed from the totals (open rate, click rate, reply rate, bounce rate), the top 3 sequences by reply rate with sends and reply rate, the bottom 3 sequences by reply rate (only among sequences with a minimum sends threshold, default 25, to avoid noise from brand new sequences), and a direct link to the Google Sheet. Format cleanly with Slack markdown.

Configuration to expose at the top of the workflow: cron schedule and time zone, LeadsForge workspace id, Google Sheet id and tab names for the workspace log and the sequence log, Slack channel, and the minimum sends threshold for the bottom 3 ranking.

Error handling: if List Sequences returns zero active sequences, still append the workspace summary row and post a Slack message that says there were no active sequences last week. If a single Get Sequence Analytics call fails, log the sequence id and continue with the rest rather than failing the whole run.

Additional information

What does this prompt do?
  • Pulls last week's LeadsForge workspace totals for opens, clicks, replies, positive replies, bounces, and unsubscribes.
  • Grabs open, click, and reply rates for every active sequence over the same 7 day window.
  • Appends a fresh workspace row plus one row per sequence to a rolling Google Sheet so you can trend performance over time.
  • Posts a Slack summary with the workspace totals, your top 3 and bottom 3 sequences by reply rate, and a link straight to the sheet.
What do I need to use this?
  • A LeadsForge or Salesforge account with an API key you can generate from Settings.
  • A Google account with edit access to the Google Sheet you want to log weekly metrics into.
  • A Slack workspace and the name of the channel where the digest should land, for example #outbound.
How can I customize it?
  • Change the schedule if Monday 8am is not the right cadence, or pick a different time zone.
  • Point the workflow at a different Google Sheet or tab, or change the columns you log.
  • Swap the Slack channel, adjust the message wording, or tweak how many top and bottom sequences get called out.

Frequently asked questions

How is this different from checking my LeadsForge dashboard?
The dashboard shows a live snapshot, but it does not save history. This workflow logs a fresh row to Google Sheets every week so you can chart trends and compare month over month without exporting anything by hand.
Do I need a paid LeadsForge plan for this to work?
You just need a plan that lets you generate an API key from Settings. The workflow only reads reporting metrics, so there are no sending credits involved.
What if I want the digest on Friday afternoon instead?
The schedule is fully editable. Change the day, time, and time zone in one place and the workflow will run on that cadence going forward.
Can I post to more than one Slack channel?
Yes. Duplicate the Slack step or add extra channel targets so leadership, sales ops, and the outbound team all see the digest.
Will this include sequences I have paused?
By default it looks at active sequences, but you can broaden or narrow the list, for example only sequences created in the last 30 days or only ones tagged for a specific campaign.

Stop scraping outbound numbers together every Monday.

Connect LeadsForge, Google Sheets, and Slack once, and Geni ships the digest every Monday at 8am.