1.Triggers on weekday schedule
Integrate Schedule by Zapier and scheduling tools to monitor a weekday reporting window and trigger daily summary runs.
Post daily acquisition performance summary to leadership channel
Automatically monitor weekday acquisition performance across Google BigQuery and Slack. Post a daily leadership summary when activations, enrollments, or financing metrics updateβso you can brief leaders, review KPIs, and spot changes without manual reporting.
How this automation protects daily leadership visibility
When the weekday schedule fires, delayed reporting can hide acquisition momentum from leaders. This automation runs a daily query, formats KPI highlights, and posts a leadership Slack summaryβso your team can act on signals immediately.
Schedule by Zapieror swap with your favorite app
2.Runs daily acquisition SQL
Integrate Google BigQuery and data warehouse tools to run SQL query and return metric rows to summary variables.
Google BigQueryor swap with your favorite app
3.Formats KPI summary text
Integrate Formatter by Zapier and reporting templates to format numeric KPIs and assemble a short multi-line summary.
Formatter by Zapieror swap with your favorite app
4.Sends leadership channel message
Integrate Slack and collaboration tools to post the formatted summary to your leadership channel for quick evening review.
Slackor swap with your favorite app
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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