AI Playbook/Recipe

Theme

How do I get a clean ranked list of my top N affiliates last week without exporting CSVs?

Top-10 affiliates last week, delivered to your Slack every Monday at 8 AM. Same prompt, no CSV exports, nothing to forget.

For
AM, Ops, Founders, Agencies
In
e-com, lead-gen, financial services, SaaS, iGaming, mobile, agency
Dasha Dagayeva
Dasha Dagayeva
Product Education Manager (she/her)
~15 min to ship

Medium

Copy
Copy & export
Copy link
Plain page URL.
Copy page as Markdown
Full recipe content for LLMs
Open in AI
Open in Claude
Recipe prefilled.
Open in ChatGPT
Recipe prefilled.
Open in Gemini
Recipe prefilled.
Open-in actions need you logged into your Claude / ChatGPT / Gemini account in this browser. Not logged in? Copy as Markdown and paste it in.
Share
01

Quick Answer

A copy-paste prompt that pulls last week's revenue per affiliate from the Everflow API, sorts the top N, and drops a ranked digest in Slack every Monday at 8 AM. No exports, no pivots, no dashboard tab open. The same prompt also handles "top by payout" or "top by conversions" with one input swap.

Everflow, Slack, Apps Script
This prompt uses
02

The Pain

Every Monday somebody pulls the top-performers list by hand. Log into Reporting, pick the date range, group by affiliate, sort by revenue, export to CSV, paste into a Sheet, bold the top 5, screenshot, email the boss. Repeat next week. Most weekly updates aren't analytical — they're proof-of-life.

Everflow's Reporting page can already build this ranked list. The recipe doesn't beat it on data shape. It beats it on delivery and cadence — the answer drops in your Slack on Monday at 8 AM instead of waiting on a tab you have to open. Customers who can run the report still rebuild it elsewhere: one builds the same query in Looker, another paid a previous platform to put it together. The pain isn't the data, it's the manual delivery loop.

The pattern is universal: AMs want it to stay top-of-mind with the boss, ops leads want it for the Monday standup, agency operators want one digest per advertiser they manage. The numbers exist in Everflow. The problem is who has to log in.

Stat
9% of Everflow customer calls bring up top-N partner ranking — 1 in 11 conversations. "Top performers" is the phrase, not "leaderboard."

I use it to pull top performers. I do it in Looker as well.

Ops/AM lead, performance-marketing network
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

Same prompt across Claude, ChatGPT, and Gemini. Returns a ranked Top-N with WoW deltas, and excludes affiliates with under 30 days of tenure so newcomers don't get falsely 'climbing the top-N list.'

v1.0 · tag

# role
You are an Everflow reporting assistant.

# inputs
api_key       = {API_KEY}
network_id    = {NETWORK_ID}
top_n         = {TOP_N}            # default 10
metric        = {METRIC}           # gross_sales | payout | total_conversions
window_days   = 7
min_tenure_d  = 30                 # exclude affiliates younger than this
email_to      = {EMAIL_TO}
slack_webhook = {SLACK_WEBHOOK_URL}    # optional

# task
1. POST /v1/networks/reporting/entity
   - body: { from: now-7d, to: now, columns: ["affiliate"] }
   This returns clicks, conversions, payout, gross_sales per affiliate.

2. POST again with from: now-14d, to: now-7d to get the prior-week baseline.

3. For each affiliate with time_created < today - min_tenure_d:
   - rank by chosen metric this week
   - compute WoW delta vs prior week
   - label "spike, not trend" if affiliate is in this-week top_n but not in 14-day top_n

4. Build a clean ranked digest of the top_n with:
   - rank, affiliate name, this-week metric value, WoW delta, label

5. List affiliates with time_created >= today - min_tenure_d under a separate
   "New this period" section so newcomers are visible but don't pollute the main board.

6. Send via the configured channel (Slack webhook + email).
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.

Pick where the digest should land

Grab a Slack incoming webhook URL for the channel where the digest should land (e.g. #weekly-digest). That's what the prompt below sends to.

Paste your keys into the prompt

Replace {API_KEY}, {NETWORK_ID}, {TOP_N} (default 10), {METRIC} (default gross_sales), and {SLACK_WEBHOOK_URL} in the prompt block below.

Run it in Claude, ChatGPT, or Gemini

The first run gives you last week's top N as a Slack message. Verify the numbers match what you'd see in Reporting.

Optional — schedule it for Monday 8am

Drop the prompt into Make, Zapier, or Google Apps Script. Set a weekly trigger. Done — the digest lands every Monday before standup.

05

Sample Output

#weekly-digest42 members
Everflow
Everflow AlertsAPPMonday 8:00 AM
📊 Top 10 affiliates last week · Apr 28 → May 4
1. Partner A $84,210 +12% WoW 1,402 conv CVR 4.81% 2. Partner B $61,755 +4% WoW 982 conv CVR 3.92% 3. Partner C $48,930 -8% WoW 711 conv CVR 5.14% 4. Partner D $42,118 (new) 488 conv CVR 6.02% 5. Partner E $39,667 +22% WoW 524 conv CVR 4.31% 6. Partner F $31,204 -3% WoW 401 conv CVR 3.78% 7. Partner G $28,910 +1% WoW 390 conv CVR 3.65% 8. Partner H $24,331 -15% WoW 312 conv CVR 4.04% 9. Partner I $22,008 +9% WoW 298 conv CVR 3.52% 10. Partner J $19,442 -2% WoW 267 conv CVR 3.91%
📈 4👍 6
06

FAQ

Real questions, real answers
What if one partner had a single huge day and the other six were dead?

The recipe sums revenue across the whole window, so a one-day spike will rank a partner higher than a steadier earner. Add a daily_breakdown column to the prompt if you want median-day-revenue alongside total. For most weekly digests the total is the right number — it's what gets paid out.

What about whale advertisers — one partner pushing one mega-offer?

That's a feature for some networks and a bug for others. Add an advertiser_id filter to the prompt to get "top per advertiser" digests. Agency operators running multi-advertiser networks usually want one digest per managed brand.

What about refunds and chargebacks?

Refunds typically post after the original window closes, so last week's top N may shift slightly when you re-pull a month later. For finance reconciliation, rerun with a wider window (30 or 90 days). For weekly stakeholder updates, last-week revenue is the right snapshot. For chargebacks specifically, the reversal postback flow keeps your data clean when they fire.

06b

Notes & counter-cases

Edge cases, gotchas, and things to watch.

If an affiliate joined in the last 30 days, the prompt skips them in the main top-N list and lists them separately under "New this period." Otherwise a brand-new partner's first $1k week can look like a meteoric rise that isn't actually a rise.

The two-window confirmation (last 7d AND last 14d) protects against one-week spikes getting misread as trends. If an affiliate is top-5 over 7d but not over 14d, they're labeled "spike, not trend."

If you run a manual scrub on conversions (holding a percentage as on-hold conversions for later review), released conversions can backdate into last week after the digest already fired. Rerun the prompt with the same window after a major release. The top-N can shuffle by a position or two.

Chargebacks and refunds for subscription or high-ticket offers can post weeks after the original conversion and won't appear in a 7-day rerank. If finance pulls the same week later for a board number, expect the top-N list to shift. Best practice: rerun the prompt with a 30-day window once a month and compare.

Most accounts have a Test Partner (commonly Partner ID 1) that gets used for live QA and integration checks. Excluding affiliate_id=1 plus any partner names matching "test" / "internal" / "QA" in the prompt keeps your top-N list clean. Worth a one-time audit of your test-partner IDs before the cron starts firing.

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
NEWSLETTER

First dibs on new recipes

One Tuesday email. Latest industry news plus new recipes the day they ship. Unsubscribe in one click.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
×
Submit a recipe

Got a recipe of your own?

Share what's working with the Everflow API. Our team will reach out about details, timelines, and next steps.

Reviewed weekly · Author credit on every published recipe · We respond to every submission
Submit your idea and our team will reach out about details, timeline, and process.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
×
SHARE THIS RECIPE

Spread the playbook

LinkedIn no longer accepts pre-filled captions via URL. Two clicks: copy the caption below, then open LinkedIn and paste in the composer.

Your caption
Copy first, then open LinkedIn and paste in the composer.