Weekly outbound sequence stats digest
Every Monday morning, get a written report of last week's Salesforge sequence performance posted to Slack and archived in Google Sheets for trending.
Salesforge
Slack Bot
Google SheetsSalesOperationsDaily DigestsAI ReportsEvery Monday at 8am in my local timezone, produce a written weekly outbound sequence performance report and deliver it two ways: post the narrative summary to a Slack channel I pick at setup, and append one row per sequence to a Google Sheets tracker I pick at setup so week-over-week trending accumulates over time.
Trigger: cron, every Monday at 8am.
To gather the data in Salesforge, call List Sequences and List Multichannel Sequences to enumerate every active sequence in the workspace. Then pull last-7-days metrics using Get Workspace Sequence Metrics for the workspace roll-up, Get Sequence Analytics for each email sequence, and Get Multichannel Sequence Analytics for each multichannel sequence so LinkedIn touches are counted. From those, compute sends, opens, replies, positive replies, and bounces per sequence.
In the narrative summary: rank sequences by reply rate and positive reply rate, call out the top three winners and the bottom three underperformers, note anomalies (sudden bounce spikes, sequences that got paused, mailboxes that went quiet), and suggest one or two concrete actions like pausing a laggard, doubling budget on a winner, or refreshing copy on a high-bounce mailbox.
Delivery, Slack: use the Slack Bot Send a Message action to post the narrative summary to the channel I pick at setup. Format the message with Slack mrkdwn so headers and rankings are readable.
Delivery, Google Sheets: use Append Values to add one row per sequence to the tracking sheet I pick at setup. Each row should include the run date, sequence name, sequence type (email or multichannel), sends, opens, replies, positive replies, bounces, reply rate, and positive reply rate, so I can chart week-over-week trends later.
This is the scheduled recurring version of the sequence stats digest. If there are zero sequences in the workspace for the week, still post to Slack with a short 'no activity last week' note and skip the sheet append.
Additional information
What does this prompt do?
- Every Monday at 8am, pulls last week's sends, opens, replies, positive replies, and bounces from every Salesforge sequence (both email and multichannel).
- Ranks sequences by reply rate, calls out the top three winners and the bottom three underperformers, and flags anomalies like sudden bounce spikes or paused sequences.
- Suggests one or two concrete moves for the week ahead, like pausing a laggard, doubling budget on a winner, or refreshing copy on a high-bounce mailbox.
- Posts the narrative summary to your chosen Slack channel and appends one row per sequence to a Google Sheets tracker for week-over-week comparisons.
What do I need to use this?
- A Salesforge account with at least one sequence already running
- A Slack workspace and the channel you want the report posted to
- A Google Sheets file you have edit access to, used as the historical tracker
How can I customize it?
- Change the schedule, for example a Friday afternoon retro instead of Monday morning, or run it every two weeks.
- Point it at a different Slack channel, or fan it out to multiple channels for different outbound teams.
- Tweak the callouts, like showing the top five instead of the top three, or focusing the summary on multichannel LinkedIn touches only.
Frequently asked questions
Will this work if I only run email sequences and no multichannel ones?
How do I change which Slack channel the report goes to?
Can I use this for week-over-week trending?
Does the report double-count LinkedIn touches?
What if a sequence gets paused mid-week?
Related templates
Stop pulling weekly outbound numbers by hand.
Connect Salesforge, Slack, and Google Sheets once and get last week's sequence performance in your team channel every Monday at 8am.