Best for
- Lean marketing teams without a dedicated analyst
- Teams with good data but too many separate dashboards
- B2B marketers who need explanation and follow-up questions, not another chart
Give Claude Code a governed set of exports from HubSpot, GA4, paid media, email, and social, then have it surface the few changes, questions, and follow-ups a marketer should actually act on.
A weekly analyst packet with reconciled source data, material findings, open questions, recommended checks, and a short operator-approved action list.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
4 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
The useful part of analysis is not compiling every metric. It is noticing which change is worth investigating and connecting it to business context. A governed AI analyst can do the repetitive comparison and synthesis quickly while a marketer retains authority over interpretation and action.
Expected results
Weekly output
One reviewed analyst note
The deliverable is intentionally bounded so the team gets a decision aid instead of another exhaustive report.
Evidence standard
Every material finding links to a source
Traceability is the acceptance criterion for keeping an AI-generated finding in the weekly note.
Calibration cadence
One quality review per month
Monthly review gives the team a way to reduce false alarms and update thresholds as campaigns change.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
45 min
45 min
Write a one-page analyst charter with the KPIs that matter, which systems are authoritative, the weekly comparison windows, and the difference between an observation, a hypothesis, and a recommendation. Include thresholds that make a movement worth mentioning and a list of decisions the analyst is never allowed to make automatically, such as changing spend or editing CRM records. Review the charter with the people who own pipeline and paid media. The gate is agreement on definitions before any AI analysis begins.
An analyst charter with KPI definitions, thresholds, and decision boundaries.
The most important sentence in the charter is what the analyst should ignore. Otherwise every weekly fluctuation becomes a finding.
60-90 min
60-90 min
Export the minimum data needed from HubSpot, GA4, ad platforms, email, and social into dated files or tables. Add a source register with retrieval time, owner, reporting window, and any known gaps such as delayed attribution or missing campaign tags. Reconcile a small set of totals against the native systems and mark each source pass, warning, or hold. Do not feed an incomplete packet to the analyst without making the missing source obvious in the final report.
A dated, reconciled weekly source packet with known gaps documented.
Freeze each weekly packet after review. Keeping the exact inputs lets you reproduce a conclusion when someone challenges it later.
Pro workflow preview
Previewing 2 of 7 steps
Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
Related workflows
Continue with workflows that share a similar GTM motion, category, or tool stack.
A repeatable command center with normalized channel metrics, blended efficiency views, anomaly notes, forecast ranges, and an owner-assigned decision queue.
A weekly campaign report with reconciled metrics, material changes, evidence-backed interpretation, decisions, owners, and a presentation-ready summary.
A versioned marketing operating system with source registers, reusable instructions, campaign state, decision logs, and clear boundaries for AI-assisted work.