Automated Marketing Analytics Reporting from Smartlead and Instantly
Campaign analytics get pulled from Smartlead and Instantly on a schedule and written straight into an Airtable client-reporting dashboard, replacing a manual weekly export nobody looked forward to doing.
My role: solo build, from scoping the workflow to deploying and handing it over.
Building a client-facing report meant logging into Smartlead or Instantly, exporting analytics by hand, and formatting them into a shareable dashboard every single week.
A scheduled workflow fetches the latest campaign analytics directly from Smartlead and Instantly and writes them into Airtable, refreshing daily or on demand with a button click. The client-facing Airtable interface shows total sent, replies, bounces, and positive-reply rate per client, always current without anyone touching an export button.
Stack
How It Works
Pull analytics on schedule
Campaign performance data is fetched from Smartlead and Instantly automatically.
Write to Airtable
Sent, replies, bounces, and positive-reply metrics update in the reporting base.
Refresh on demand
A refresh button lets the client or account manager force an update mid-cycle.
Present per-client dashboards
Each client sees their own filtered view without any manual report-building.
Results
automatic refresh, no manual export
filtered dashboards
refresh available anytime
The Workflow
