Weekly Reply.io sequence performance report to Slack

Every Monday at 9am, an agent reviews last week's Reply.io sequences, writes a narrative report, logs the numbers to Google Sheets, and posts the summary to Slack.

Agentic Task
Reply.ioSlackGoogle SheetsSalesOperationsAI ReportsDaily DigestsData Sync

Every Monday at 9am in my timezone, run an agent that produces a weekly performance report across all my active Reply.io sequences and ships it to the team. The trigger should be a cron schedule.

What the agent should do:

1) Pull the data from Reply.io. Call List Sequences and filter to sequences with status Active. For each Active sequence, call Get Sequence Contacts (Extended) and include engagement details so the agent can see per-contact send, open, reply, bounce, opt-out, and meeting-booked signals. Window the analysis to activity in the last 7 days (the week that just ended).

2) Compute per-sequence metrics for the past 7 days: contacts in flight, messages sent, replies, meetings booked, opt-outs, bounces, reply rate, and open rate. Be defensive about pagination on both endpoints (the contacts-extended endpoint caps page size at 100), and tolerate sequences with zero activity (skip them or mark them as quiet).

3) Write a short narrative report (not just a number dump). The report should include: a one-line headline for the week (total sends, total replies, blended reply rate, meetings booked), the top 3 sequences by reply rate, sequences flagged for review (low open rate, high bounce rate, or no replies in the last 14 days), and a one-paragraph recommendation on what to test next week based on what is and isn't working. Keep it concise and skimmable, formatted in Slack mrkdwn.

4) Post the narrative to Slack using Send a Message. The channel should be configurable; default to a channel named #outbound-weekly. Use Slack mrkdwn formatting (single asterisks for bold, backticks for inline code, angle-bracket links). If the message is long, break it into a primary message plus a threaded reply with the per-sequence breakdown so the channel stays clean.

5) Append a historical log row to Google Sheets so we can chart trends independently of Reply.io's UI. Use Append Values against a spreadsheet I'll provide, on a tab called "Sequence Weekly Stats". Append one row per Active sequence with these columns in order: week_start_date (the Monday of the week being reported, ISO format), sequence_name, sent_count, reply_count, reply_rate (as a decimal, e.g. 0.084), meetings_booked. Use valueInputOption USER_ENTERED so the date and numbers parse correctly. If the tab is empty, write a header row first.

Inputs the workflow should expect at setup time:

- Reply.io API key (the agent reads sequences and sequence contacts).

- Slack workspace connection and the destination channel name or ID.

- Google Sheets connection, the target spreadsheet ID, and the tab name (default "Sequence Weekly Stats").

- Timezone for the 9am Monday trigger and for computing week_start_date.

Quality bar: the narrative should feel like a sales ops lead wrote it, not a metrics dashboard. Call out what changed week over week if prior rows already exist in the sheet. If Reply.io returns no Active sequences, post a short "no active sequences this week" note to Slack and skip the Sheets append.

Additional information

What does this prompt do?
  • Reviews every active Reply.io sequence from the past week and pulls send, reply, bounce, opt-out, and meeting-booked numbers for each one.
  • Writes a short narrative report with the top 3 sequences by reply rate, sequences that need a second look, and a recommendation on what to test next week.
  • Posts the summary to a Slack channel of your choice every Monday at 9am so the team starts the week aligned.
  • Appends one row per sequence to a Google Sheet so you build a historical log you can chart over time.
What do I need to use this?
  • A Reply.io account with at least one active sequence and access to grab an API key from Settings.
  • A Slack workspace and permission to post in the channel where the report should land.
  • A Google account with edit access to the spreadsheet where the weekly log lives.
  • A spreadsheet with a tab named Sequence Weekly Stats (or any tab name you prefer).
How can I customize it?
  • Change the day or time. Monday 9am is the default, but you can run it Friday at 5pm or any other cadence that suits your team.
  • Pick a different Slack channel, or have the report sent as a direct message to a specific person.
  • Tweak the flagging rules. The default flags low open rate, high bounce rate, and no replies in 14 days; raise or lower those thresholds to match how strict you want the review to be.
  • Add or remove columns in the Google Sheet log. Common additions: open rate, opt-out count, total contacts in flight, or the sequence owner's name.

Frequently asked questions

Will this work if I have a lot of sequences?
Yes. The agent paginates through Reply.io properly and only reports on sequences marked Active, so archived and paused sequences are skipped automatically. If you have hundreds of sequences, expect the run to take a few minutes.
How does it decide which sequences need a second look?
By default, a sequence gets flagged if it has a low open rate, an unusually high bounce rate, or no replies in the last 14 days. You can tighten or loosen those thresholds when you set the workflow up.
Can I send the report to more than one Slack channel?
Yes. Tell the workflow which channels to post to during setup, and it will fan out the same message. You can also have it post a brief summary to a public channel and a deeper breakdown to a private ops channel.
Do I need a paid Reply.io plan?
You need a plan that exposes the Reply.io API key, which is available on the standard paid tiers. The report itself only reads data, so it does not consume any sending credits.
What happens if Reply.io is down or rate limits the run?
The agent respects Reply.io's rate-limit responses and retries with backoff. If a run fails entirely, it will skip the Slack post and the Sheets append for that week so you do not end up with partial or wrong numbers in your log.

Turn Monday morning sequence reviews into an automatic ritual.

Connect Reply.io, Slack, and Google Sheets once, and Geni delivers a written performance report and a fresh row in your historical log every Monday at 9am.