Answer marketing performance questions with Claude
Look up each marketing metric's source and definition, query ad, web analytics, and CRM data with read only access, and return normalized numbers with source notes.
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When a user asks Claude a question about campaign or channel performance, the assistant calls the scenario on demand with 'performance_question' as an input field. The scenario triggers an AI agent running on [AI model provider]. The agent checks the marketing metric catalog in [metric catalog location, e.g. Airtable, Google Sheets, Notion database] to find the source of truth and definition for each requested metric, then runs read only queries against [ad platforms, e.g. Google Ads, Meta Ads, LinkedIn Ads], [web analytics platform, e.g. GA4, Adobe Analytics], and [CRM name, e.g. Salesforce, HubSpot] using organization level connections. It normalizes the results and generates a response with notes on each number's source and definition, so the marketer can compare periods, spot anomalies, and ask follow up questions. The agent's response is mapped to a Scenarios > Return output module in a field 'performance_info' so it can be read by Claude.
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Problem
Marketers who want campaign and channel numbers log into each ad platform, web analytics, and the CRM one by one, or wait for a marketing analyst to pull a report. Each platform defines metrics differently and access sits with a few people, so answers arrive slowly, figures conflict between channel reports, and nobody is sure which number is the source of truth.
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Solution
When a marketer asks their AI assistant a question about campaign or channel performance, the assistant calls the automation on demand, which triggers an agent. The agent checks the marketing metric catalog to find the source of truth and definition for each requested metric, then runs read only queries against the ad platforms, web analytics platform, and CRM through organization level connections. It normalizes the results and returns the data to the assistant with notes on each number's source and definition, so the marketer can compare periods, spot anomalies, and ask follow up questions.
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Impact
Marketers get consistent campaign and channel numbers from a single source of truth whenever they ask, so budget and optimization decisions rest on agreed figures instead of conflicting platform reports or waiting on analysts.
Benefits
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Faster performance insights
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Reduced analyst requests
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Fewer metric discrepancies
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Lower credential exposure
Solutions
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
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