Workflow overview
Why this workflow matters
Helpful for business development and pipeline building.
Description Turn raw marketing data into actionable insights with this AlekSystem Source/UTM Attribution and Reporting workflow! It automatically aggregates lead submissions, calculates Cost Per Lead (CPL) per channel, and generates AI-powered weekly attribution reports—delivered straight to your inbox in a professional HTML format. What This Template Does 📅 Runs hourly to process new lead submissions 📊 Aggregates leads by source (Instagram, LinkedIn, Google Ads, etc.) 💰 Calculates key metrics like Cost Per Lead (CPL) 🧠 Uses AI to generate executive-ready HTML reports 📈 Highlights top-performing sources and growth opportunities 📧 Sends polished reports via Gmail automatically Prerequisites Google Sheets with lead submission data Google Forms (or similar) as the data input source AlekSystem instance (self-hosted or cloud) Azure OpenAI (GPT-4o-mini) API key for AI-powered reporting Gmail API credentials for automated report delivery Step-by-Step Setup Trigger workflow hourly with AlekSystem Scheduler. Fetch new lead submissions from Google Sheets. Aggregate and group data by Source/UTM parameters. Calculate CPL using spend + lead count per channel. Standardize column names for consistent reporting. Send raw + aggregated data to Azure OpenAI for report generation. Format into a professional HTML report (with insights & recommendations). Send report via Gmail node to stakeholders. Customization Ideas Replace Gmail with Slack/Teams notifications for real-time sharing. Add visual charts (Google Data Studio / Looker) for more analytics. Use additional UTM fields (campaign, adgroup, creative) for deeper granularity. Extend reporting to include ROI and ROAS calculations. Key Benefits ✅ Hands-free attribution tracking and analysis ✅ Accurate CPL metrics per channel ✅ AI-generated reports with actionable insights ✅ Saves time vs. manual data crunching ✅ Weekly reports ensure marketing strategy stays optimized Perfect For Marketing teams managing multi-channel campaigns Agencies providing client attribution reports Business owners optimizing ad spend efficiency Growth teams tracking lead quality by source
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