Quick Overview
This workflow runs every morning, pulls outbound campaign rows from Google Sheets, uses Anthropic Claude to generate a performance summary with sentiment counts and prioritized follow-ups, and sends the digest to a recipient via Gmail.
How it works
- Runs every morning at the scheduled hour.
- Loads configuration values such as the digest recipient email and analysis focus.
- Reads all rows from the specified Google Sheets campaign tab and aggregates them into a single payload.
- Sends the aggregated campaign data and focus instructions to Anthropic Claude and parses the response into structured fields (summary, sentiment counts, and follow-ups).
- Sends a plain-text digest email through Gmail with the summary, sentiment breakdown, and follow-ups list.
Setup
- Add an Anthropic API credential and select the Claude chat model you want to use.
- Add Google Sheets OAuth credentials, set the Google Sheet document ID, and ensure the workflow points to the correct campaign tab name.
- Add Gmail OAuth credentials and set the recipient email address in the configuration values.
- Update the scheduled trigger time to match when you want the daily digest sent.