AI Playbook/Recipe

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How do I get a partner's this-month numbers in 30 seconds?

Two-step prompt: rank your active partners by this-month payout, then pull a full snapshot for any one of them in plain language — the answer to the question you keep getting in Slack.

For
AM, Ops, Founders
In
e-com, lead-gen, financial services, SaaS, iGaming, mobile, agency
Dasha Dagayeva
Jordan Barney
Assoc. Director of Content Operations
5 min

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01

Quick Answer

A two-part prompt. Part 1 gives you a ranked list of active partners this month so you can scan and pick the one you want. Part 2 pulls a full this-month snapshot for that partner — clicks, conversions, revenue, payout, top sub-IDs — written in plain language. The wow moment is going from "let me pull that up" to a complete answer in under 30 seconds, without leaving your Slack window.

Everflow
This prompt uses
02

The Pain

Every affiliate manager has the same Slack moment. "Hey, how's Partner X doing this month?" The honest answer is "let me pull that up" — which means navigating to Reporting, scoping the partner, picking month-to-date, eyeballing the table, screenshotting, pasting in Slack with one sentence of context. Five minutes per question. Three or four questions per week. Most never get answered with the same depth twice.

The pattern shows up in customer calls and emails — partner ops leads emailing Everflow asking which partners to look at this month, AMs walking through monthly syncs without being able to answer per-partner questions live without leaving the call to pull a report. Roughly 1 in 50 customer calls names a partner and asks how they're doing this month. That sounds small until you realize every program manager runs that prompt mentally on themselves several times a week — the recipe externalizes it.

Everflow's Reporting page can answer this. The recipe doesn't beat it on data, it beats it on how fast you can ask. Part 1 narrows the universe (most managers know 3-5 partners by name, but the top mover this month may not be one of them). Part 2 returns the full per-partner read in plain language, ready to paste into Slack.

Stat
"Only a few partners have driven conversions this month" — the email a partner ops lead sends Everflow when the dashboard isn't fast enough to answer the question themselves.

Aside from [our top partner], only a few partners have driven conversions this month. Are there any specific [partners we should look at]…

Partner ops lead at a telehealth brand
02b

Foundation Prompt

Set this once. Reuse across every recipe.

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.

~55 lines · ~340 tokens
# 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.txt
03

The Prompt

Two prompts in this recipe. Part 1 ranks your active partners this month — scan it, pick the one you want, grab their affiliate ID. The scan matters even if you think you know who to ask about: most managers can name 3-5 partners off the top of their head, but the top mover this month may not be one of them. Part 2 takes that ID and writes the full snapshot in plain language, ready to paste into the Slack thread it came from.

v1.0 · tag

# PART 1 — Find the right partner
# Run this first to get a ranked list of active partners for the current month.

# role
You are an Everflow reporting assistant.

# inputs
api_key    = {API_KEY}
network_id = {NETWORK_ID}

# task
1. Compute MTD range: from = first day of current calendar month, to = today.
2. POST /v1/networks/reporting/entity
     body: {
       from: "{from}", to: "{to}",
       columns: [{ column: "affiliate" }],
       sort_columns: [{ column: "payout", direction: "desc" }],
       timezone_id: 80, currency_id: "USD"
     }
3. Filter to affiliates with payout > 0 this month.
4. Return a numbered list:
     Rank | Affiliate Name | Affiliate ID | MTD Payout | MTD Conversions | MTD Clicks
   After the list: "Copy the Affiliate ID of the partner you want to dig into, then run Part 2."

# guardrails
- Show max 25 partners. If more, note "showing top 25 by MTD payout."
- Round payout to whole dollars.

────────────────────────────────────────────────────────────

# PART 2 — Full MTD snapshot for one partner

# role
You are an Everflow reporting assistant. Write in plain language — clear and
specific, suitable to read aloud or paste into a Slack message.

# inputs
api_key      = {API_KEY}
network_id   = {NETWORK_ID}
affiliate_id = {AFFILIATE_ID}   # from the Part 1 list

# task
1. MTD range (this month + prior month for MoM).
2. POST /v1/networks/reporting/entity with columns [offer, sub1], filtered to affiliate_id.
3. Compute totals + top 3 offers + MoM deltas (clicks, conversions, revenue).
4. Write a plain-language summary in this format:

   **[Affiliate Name] — Month to Date ([Month Year])**

   [2-3 sentence narrative: headline number, MoM direction, one notable thing]

   **Numbers**
   Clicks / Conversions / CVR / Revenue / Payout / EPC

   vs last month: Clicks {+/-X%} · Conversions {+/-X%} · Revenue {+/-X%}

   **Top offers this month**
   1. {offer} — ${revenue} · {conversions} conversions
   2. ...
   3. ...

   **Anything to watch**
   [1 sentence max — or "Nothing flagged — program running normally."]

# guardrails
- Round revenue/payout to whole dollars; CVR/EPC to 2 decimals.
- No activity MTD: return "No activity recorded — check if active or if tracking is set up correctly."
- No prior month data: note "No prior month data available" instead of percentages.
- Narrative = 2-3 sentences max. "Anything to watch" = 1 sentence max.
- Don't invent a concern. If nothing notable, say so.
04

The Steps

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.

Run Part 1 first to find the partner

Part 1 generates a ranked list of your active partners sorted by MTD payout. Scan it, find the partner you want to look at, and copy their affiliate ID.

Drop the affiliate ID into Part 2

Replace {AFFILIATE_ID} in Part 2 with the ID from the list.

Run Part 2

The full MTD snapshot lands in under 30 seconds — headline numbers, top 3 offers, MoM comparison, and a one-sentence "anything to watch" callout.

Optional — skip Part 1 if you already know the partner

If you already have the affiliate ID, go straight to Part 2. Part 1 is for when you want the lay of the land first.

05

Sample Output

#partner-checkins42 members
Everflow
Everflow AlertsAPP10:14 AM
Loyalty Cashback Network — Month to Date (May 2026)
This partner is tracking at $18,400 in revenue through May 14, putting them on pace for roughly $39,000 by month end — up about 12% from April's $34,800. CVR has held steady at 2.99% across their top offers, with the Starter Kit Bundle continuing to carry the majority of volume. Numbers ─────── Clicks: 18,470 Conversions: 552 CVR: 2.99% Revenue: $18,400 Payout: $9,200 EPC: $1.00 vs last month: Clicks +9% · Conversions +11% · Revenue +12% Top offers this month ───────────────────── 1. Starter Kit Bundle — $8,400 · 252 conversions 2. Subscribe & Save — $6,200 · 186 conversions 3. Gift Set — $3,800 · 114 conversions Anything to watch ───────────────── This partner is at 84% of their monthly payout cap — at current pace they'll hit the ceiling around May 22.
👀 3🔥 2
06

FAQ

Real questions, real answers
Why is Part 1 a separate step instead of just asking me for the affiliate ID?

Because knowing which affiliate ID to look up requires logging into Everflow first — which defeats the purpose of the recipe. Part 1 gives you a ranked list of active partners in the same session so you never have to leave your AI tool to find the ID.

Can I run Part 2 for multiple partners at once?

Yes — run Part 2 once per affiliate ID. Paste the outputs side by side for a comparison. If you're doing this regularly for a fixed list of VIP partners, build a template with multiple Part 2 calls pre-loaded with each ID.

What does "on pace for" mean in the narrative?

The AI extrapolates from your current daily average (MTD revenue ÷ days elapsed) to project the full-month total. It's an estimate, not a guarantee — useful for quick directional context, not for financial commitments.

06b

Notes & counter-cases

Edge cases, gotchas, and things to watch.

Partner-side mirror. The same shape works for partners self-serving the answer. Swap affiliate_id = self + a partner-scoped API key and any partner can run the recipe against their own performance — useful for networks that want partners to answer "how am I doing?" without DMing the AM. EF reps have asked for this pattern on 6+ calls.

No activity yet this month. If a partner has zero activity for the month, the prompt returns a check-tracking message rather than a zero-everywhere snapshot — saves you from sending an inadvertent "your partner is dead" report when the real problem is the partner reset their pixel last Thursday.

Multi-network managers. Agency operators managing 5+ EF accounts can run the recipe against each network with the right credential. The recipe doesn't aggregate across networks (per-network credentials, per-network output) — that's a separate join recipe.

Why "this month" not full date range. The recipe defaults to month-to-date because that's the question that gets asked. Custom ranges (last 7 days, last week, last quarter) work by swapping {WINDOW} in Part 2. Most users never change the default after first run.

ASK US ANYTHING

Got a question this playbook hasn't answered yet?

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.

DJReviewed every Tuesday by Dasha & Jordan
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