Reporting workflows
Send the numbers leadership asks for on a schedule: reply coverage, response times, meetings booked and SLA breaches. 8 recipes, each with the steps in the app and the API request to create it.
Log every meeting booked to a Google Sheet tracker
Each Cal.com or Calendly booking sends a webhook to Zapier, Make or n8n, which adds a row to your Google Sheet with the prospect, company, campaign,...
ReportingLog every label change to Google Sheets
When a label is added to a lead, a webhook sends the prospect id, labels, campaign and thread link to Zapier or n8n, which adds or updates a row in...
ReportingLog meetings held to Airtable to track show rate
When a Cal.com or Calendly meeting is completed, Master Inbox labels it Meeting held and a webhook adds the meeting to Airtable, so show rate is...
ReportingTrack unanswered positive replies with a Reply needed tag
When a reply is labeled positive and the prospect has the last word, Master Inbox adds a Reply needed label, so leaders can count open positives at...
ReportingClear the Reply needed tag when a rep answers
When your team sends a reply on a thread tagged Reply needed, Master Inbox removes the tag, so the Reply needed count only shows positives that are...
ReportingLog every message the AI agent sends to a Google Sheet
Each reply sent by a reply agent goes by webhook to Zapier or n8n, which logs the prospect, message and thread link in Google Sheets, giving you an...
ReportingSend not interested replies to your warehouse to find objection patterns
When a reply is labeled Not interested, a webhook sends the reply text, campaign and company to n8n, which writes it to BigQuery, Snowflake or...
ReportingTag messages your own scripts send through the API
When a message is sent through the Master Inbox API, the thread gets a Sent by API label, so you can report on and audit what your scripts and...