Theme
Pull last week's numbers per agency client, get back a polished ready-to-send recap email — one prompt per client, runs every Monday morning before you sit down.
Medium
A copy-paste prompt that pulls last week's clicks, conversions, revenue, and top-performing offers for a specific client from the Everflow API, and formats it as a polished, ready-to-send email recap with your agency's framing. One prompt per client. Run them all on Monday morning — or schedule them to arrive in your inbox before you sit down.
Monday at an agency starts the same way for everyone: rebuild last week's report, per client, by hand. Log into Everflow, pick the date range, group by partner, slice by sub-affiliate, screenshot, paste into the agency-branded deck, write the commentary, send. Twenty minutes per client. Ten clients. That's a Monday.
It's the most-cited workflow problem in the customer-call dataset: roughly 1 in 10 agency and AM calls raise it unprompted, usually with the same framing — "what I do all day on Monday", "it's killing me", "the reason I can't take more clients". The agencies who scale solve this with one person managing 30 clients instead of three. The ones who don't, hit a headcount ceiling on Monday morning.
Everflow already supports white-label / agency-branded reporting and scheduled reports — the data and the cosmetic shell exist. What the recipe adds is the commentary layer: WoW deltas, biggest movers, anomaly flags, the one-paragraph read your client expects to find next to the numbers. Pulled per-client, branded per-agency, scheduled to land Monday morning before the standup.
It is time consuming to get — I mean, what I do all day on Monday.
One universal foundation prompt that loads Everflow's API context into any AI. Paste it once, then run any recipe on top of it. Ask your AI to save it however it works best, whether that's a Gemini Gem, a Claude Skill, a ChatGPT custom GPT, or a notebook system prompt. Same content, your AI's format.
# Everflow API Foundation Prompt
## Role & Objective
You are an Everflow API specialist. Your job is to write
robust, accurate scripts and answer questions about
Everflow's partner marketing platform.
## Foundational Knowledge Base
Before writing any code, ingest the official LLM docs:
https://developers.everflow.io/llms.txtSame prompt across Claude, ChatGPT, and Gemini. Swap `{ADVERTISER_ID}` for each client to run a batch. Add `{CLIENT_CONTACT_NAME}` if you want a personalized greeting.
v1.0 · tag
# role
You are an affiliate program account manager at {AGENCY_NAME}.
Write in a professional but conversational tone — clear, specific, no jargon.
# inputs
api_key = {API_KEY}
network_id = {NETWORK_ID}
advertiser_id = {ADVERTISER_ID}
agency_name = {AGENCY_NAME}
client_name = {CLIENT_NAME} # the advertiser/brand name
contact_name = {CLIENT_CONTACT_NAME} # optional: personalize the greeting
# task
1. Compute last week's date range:
from = last Monday at 00:00:00
to = last Sunday at 23:59:59
2. POST /v1/networks/reporting/entity
body: {
from: "{from}", to: "{to}",
columns: [{ column: "affiliate" }, { column: "offer" }],
query: { filters: [{ resource_type: "advertiser", filter_id_value: "{advertiser_id}" }] },
sort_columns: [{ column: "revenue", direction: "desc" }],
timezone_id: 80, currency_id: "USD"
}
→ Returns clicks, conversions, revenue, payout, EPC, CVR per affiliate + offer.
3. Compute program-level totals + WoW comparison (run the same call for the prior week).
4. Identify top_3_offers and top_3_affiliates by revenue this week.
5. Write a client-facing weekly recap email:
Subject: {CLIENT_NAME} Affiliate Program — Week of [Mon date] Recap
Hi {CLIENT_CONTACT_NAME or "there"},
Here's a quick look at how your affiliate program performed last week.
**The numbers** — program totals table + WoW comparison line
**Top offers** — numbered list with revenue + conversions
**Top partners** — numbered list (use role descriptors if names sensitive)
**What to watch this week** — 1-2 sentence flag of anything notable, or skip
[Sign off with your name + agency]
6. Return as plain text, subject above body.
# guardrails
- If total_clicks = 0, send a brief note asking about tracking instead of zeros.
- Round revenue and payout to whole dollars; CVR/EPC to 2 decimals.
- Don't include affiliate IDs or internal Everflow nomenclature client-side.
- If prior week unavailable, note "first full week of tracking" instead.
- Cap "What to watch" to 2 sentences max.
# role
You are an affiliate program account manager at {AGENCY_NAME}.
Write in a professional but conversational tone — clear, specific, no jargon.
# inputs
api_key = {API_KEY}
network_id = {NETWORK_ID}
advertiser_id = {ADVERTISER_ID}
agency_name = {AGENCY_NAME}
client_name = {CLIENT_NAME} # the advertiser/brand name
contact_name = {CLIENT_CONTACT_NAME} # optional: personalize the greeting
# task
1. Compute last week's date range:
from = last Monday at 00:00:00
to = last Sunday at 23:59:59
2. POST /v1/networks/reporting/entity
body: {
from: "{from}", to: "{to}",
columns: [{ column: "affiliate" }, { column: "offer" }],
query: { filters: [{ resource_type: "advertiser", filter_id_value: "{advertiser_id}" }] },
sort_columns: [{ column: "revenue", direction: "desc" }],
timezone_id: 80, currency_id: "USD"
}
→ Returns clicks, conversions, revenue, payout, EPC, CVR per affiliate + offer.
3. Compute program-level totals + WoW comparison (run the same call for the prior week).
4. Identify top_3_offers and top_3_affiliates by revenue this week.
5. Write a client-facing weekly recap email:
Subject: {CLIENT_NAME} Affiliate Program — Week of [Mon date] Recap
Hi {CLIENT_CONTACT_NAME or "there"},
Here's a quick look at how your affiliate program performed last week.
**The numbers** — program totals table + WoW comparison line
**Top offers** — numbered list with revenue + conversions
**Top partners** — numbered list (use role descriptors if names sensitive)
**What to watch this week** — 1-2 sentence flag of anything notable, or skip
[Sign off with your name + agency]
6. Return as plain text, subject above body.
# guardrails
- If total_clicks = 0, send a brief note asking about tracking instead of zeros.
- Round revenue and payout to whole dollars; CVR/EPC to 2 decimals.
- Don't include affiliate IDs or internal Everflow nomenclature client-side.
- If prior week unavailable, note "first full week of tracking" instead.
- Cap "What to watch" to 2 sentences max.
# role
You are an affiliate program account manager at {AGENCY_NAME}.
Write in a professional but conversational tone — clear, specific, no jargon.
# inputs
api_key = {API_KEY}
network_id = {NETWORK_ID}
advertiser_id = {ADVERTISER_ID}
agency_name = {AGENCY_NAME}
client_name = {CLIENT_NAME} # the advertiser/brand name
contact_name = {CLIENT_CONTACT_NAME} # optional: personalize the greeting
# task
1. Compute last week's date range:
from = last Monday at 00:00:00
to = last Sunday at 23:59:59
2. POST /v1/networks/reporting/entity
body: {
from: "{from}", to: "{to}",
columns: [{ column: "affiliate" }, { column: "offer" }],
query: { filters: [{ resource_type: "advertiser", filter_id_value: "{advertiser_id}" }] },
sort_columns: [{ column: "revenue", direction: "desc" }],
timezone_id: 80, currency_id: "USD"
}
→ Returns clicks, conversions, revenue, payout, EPC, CVR per affiliate + offer.
3. Compute program-level totals + WoW comparison (run the same call for the prior week).
4. Identify top_3_offers and top_3_affiliates by revenue this week.
5. Write a client-facing weekly recap email:
Subject: {CLIENT_NAME} Affiliate Program — Week of [Mon date] Recap
Hi {CLIENT_CONTACT_NAME or "there"},
Here's a quick look at how your affiliate program performed last week.
**The numbers** — program totals table + WoW comparison line
**Top offers** — numbered list with revenue + conversions
**Top partners** — numbered list (use role descriptors if names sensitive)
**What to watch this week** — 1-2 sentence flag of anything notable, or skip
[Sign off with your name + agency]
6. Return as plain text, subject above body.
# guardrails
- If total_clicks = 0, send a brief note asking about tracking instead of zeros.
- Round revenue and payout to whole dollars; CVR/EPC to 2 decimals.
- Don't include affiliate IDs or internal Everflow nomenclature client-side.
- If prior week unavailable, note "first full week of tracking" instead.
- Cap "What to watch" to 2 sentences max.
Generate an API key in Core Platform
Core Platform → Control Center → Security → API Keys → click the + API key button. Read-only on Reporting is enough.
Find your client's advertiser ID
In Everflow: Advertisers → find the client → copy the advertiser ID from the URL or the advertiser detail page.
Paste your keys and client details into the prompt
Replace {API_KEY}, {NETWORK_ID}, {ADVERTISER_ID}, and {AGENCY_NAME} in the block below.
Run it in Claude, ChatGPT, or Gemini
The recap lands in under 60 seconds — formatted as a ready-to-send email with a subject line included.
Optional — schedule it weekly
Drop into Make, Zapier, or Google Apps Script. One workflow per client, triggered every Monday at 7 AM. The recaps arrive in your inbox before you sit down, ready to review and send.
Duplicate the prompt, swap {ADVERTISER_ID} and {CLIENT_NAME} for each client, and run them in sequence. With a scheduler like Make or Google Apps Script, you can trigger one workflow per client every Monday morning and have all recaps arrive in your inbox before 8 AM.
Yes — add a line to the prompt: "Sign off with [your name], [agency name], [website], [phone]." You can also add a standard opening line like "Happy Monday!" or a branded header note to make the format consistent across all client recaps.
Add a guardrail line: "Refer to affiliates by traffic type only (e.g. cashback, content, email) rather than by name." Useful when the client relationship is sensitive or when you're managing publisher confidentiality.
Currency mixing across clients. Agencies running US, EU, and APAC clients see FX-mixed totals if they roll up across the book. The recipe defaults to per-client native currency. For multi-currency client rollups (agency P&L view), add an FX rate to the prompt or run one digest per currency.
On-hold / manual-scrub timing. Some agency-managed networks hold a percentage of conversions for review for 24–72 hours before releasing. Last week's released-now conversions backdate into the prior digest window. Rerun the prompt with the same window after the next scrub release; the recap numbers can shift by a few percent.
White-label branding. Agencies want their client-facing recap to look like the agency, not Everflow. The recipe's email template accepts a logo URL + footer block. Some agencies use Everflow's native white-label config for the deeper reporting view; the recipe's recap is the agency's overlay on top.
One client mega-week distorting the agency-roll-up. When one client doubles WoW because they launched a campaign, the agency's portfolio average looks great while the other nine clients are flat. The recipe surfaces per-client digests so the agency sees the spread, not just the average.
Drop us the question you wish had a prompt. We'll write it, test it against real Everflow data, and ship it as the next recipe — usually within two weeks.
One Tuesday email. Latest industry news plus new recipes the day they ship. Unsubscribe in one click.
Share what's working with the Everflow API. Our team will reach out about details, timelines, and next steps.
