On a schedule · Marketing manager
Give clients a clear weekly report.
Demo-page visits have risen, but completed enquiries are flat. The team needs to know whether campaign data is complete before drawing conclusions.
Mailchimp
HubSpot
Google SheetsRole: Marketing manager at a subscription software companyTrigger: Friday's channel review
Discuss this workflowChannel performance · Sample review
| Check | Finding / next step |
|---|---|
| Change | Demo-page visits rose; completed enquiries stayed flat. |
| Check next | Inspect the form funnel and compare traffic sources. |
| Missing | Campaign spend export is still needed. |
THE WORK
How the workflow works
- 01MailchimpHubSpot
Read the selected Mailchimp campaign results and HubSpot enquiry records for matching dates.
- 02Google Sheets
Compare periods in a review sheet and flag missing spend or tracking definitions.
- 03Google Sheets
Prepare observations and specific checks, clearly separated from possible explanations.
THE RESULT
What you get
Time backCuts the weekly copy-and-compare work across campaign and enquiry reports.
GETTING STARTED
What you need to set up
Connect the sources used in this example, then confirm the scope and schedule.
- Mailchimp
- HubSpot
- Google Sheets
Connections and available actions depend on your account permissions and setup.
HUMAN CHECK
Before anything goes out
The marketing manager verifies figures and decides whether to change a campaign.
Illustrative workflow and fictional output, not a customer testimonial or measured result. Actual results depend on source quality and setup.
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