Metric Digest
Pull marketing metrics from a connected SaaS API, compute the key numbers, write a digest file, and notify the stakeholders who need to see it.
When to use
- A recurring or ad hoc request to summarize campaign, traffic, or funnel metrics for a given period.
- Someone asks "how did we do this week/month" for a specific channel or platform.
- A stakeholder needs a digest file delivered before a review or standup.
- After a metrics source is connected and a baseline digest is needed to validate the integration.
Tools
http-get— read metrics from the connected analytics/marketing SaaS API (e.g. campaign stats, traffic totals, funnel counts).shell-execute— run a small script to aggregate, dedupe, and compute derived numbers (rates, deltas, totals) from the raw API response.write-file— write the finished digest as a markdown or CSV file.send-message— notify stakeholders in-session that the digest is ready, or escalate blockers to a human.
Playbook
- Confirm the metrics source, the reporting period, and which numbers the stakeholder cares about (e.g. sessions, conversions, spend, CTR).
- Call the metrics REST API with
http-get(e.g. GET https://api..com/v1/reports). Authentication is injected by the org's Integration row for this host — never ask for, echo, or hardcode credentials. If the call returns 401/403 or no Integration row exists, stop and message a human viasend-messageasking them to create the Integration, naming the service and required scopes. - If the period requires multiple pages or date ranges, repeat step 2 with
http-getuntil all raw data is collected. - Save the raw API response to a working file with
write-fileso the computation step has stable input. - Use
shell-executeto run a short script that parses the raw file, computes totals, rates, and period-over-period deltas, and flags anomalies. - Draft the digest as a clear markdown summary: headline numbers first, then a short table, then notable changes or anomalies.
- Write the finished digest to a file with
write-file, using a clear filename that includes the metric scope and period. - Notify the relevant stakeholders that the digest is ready with
send-message, including the headline numbers inline and a pointer to the file. - If any number looks implausible (e.g. zero traffic, negative spend) do not report it as fact — flag it explicitly in the digest and in the
send-messagenotification as needing verification.
Failure modes
- 401/403 on the API call -> missing Integration; stop and escalate via
send-messagenaming the service and required scopes. - Empty or zero-value result -> verify the endpoint, date range, and filter parameters before trusting the number; retry with corrected params.
- Rate limit (429) hit during pagination -> back off, wait, and note the rate limit in memory so future runs pace requests accordingly.
- API only supports read access but the request implies updating a report or record -> that requires PATCH/PUT/DELETE, which is NOT POSSIBLE with these tools; compile the intended change and hand off to a human via
send-message.
Done when
- A digest file exists (written via
write-file) containing computed metrics, deltas, and any flagged anomalies for the requested period. - Stakeholders have been notified via
send-messagethat the digest is ready, with headline numbers included. - Any data quality concerns or blocked updates are explicitly flagged rather than silently omitted.