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Reporting

Review a campaign report.

Check permission and the reporting period, summarize supplied metrics with their units, and assign an internal review task. This workflow does not fetch campaign data.

20 native nodes19 connectionsNative fixture checks passed
Explore workflow What you need

WORKFLOW PREVIEW

See how it works

20 nodes · 19 connections

Use + and − to zoom, F to fit. Press Enter on a node to inspect it.

WHAT YOU NEED

Set up this workflow in your workspace.

  • A Vora workspace with permission to manage its CRM.
  • known-contact
  • Choose an assignee from your workspace. The public template leaves this unset.
  • Choose a model available to your workspace and confirm permission to process the supplied text.

Configure the trigger and its input mapping in your workspace.

Required inputs and example
{
  "type": "object",
  "additionalProperties": false,
  "required": [
    "email",
    "followUpDueAt",
    "packetConfirmed",
    "campaignId",
    "dataPresent",
    "periodStart",
    "periodEnd",
    "metricsText",
    "processingPermitted"
  ],
  "properties": {
    "email": {
      "type": "string",
      "format": "email"
    },
    "followUpDueAt": {
      "type": "string",
      "format": "utc-date-time"
    },
    "packetConfirmed": {
      "type": "boolean"
    },
    "campaignId": {
      "type": "string",
      "minLength": 1,
      "maxLength": 120
    },
    "dataPresent": {
      "type": "boolean"
    },
    "periodStart": {
      "type": "string",
      "format": "utc-date-time"
    },
    "periodEnd": {
      "type": "string",
      "format": "utc-date-time"
    },
    "metricsText": {
      "type": "string",
      "minLength": 1,
      "maxLength": 4000
    },
    "processingPermitted": {
      "type": "boolean"
    }
  }
}

Fictional example input:

{
  "email": "client@example.invalid",
  "followUpDueAt": "2026-10-10T08:00:00Z",
  "packetConfirmed": true,
  "campaignId": "campaign-fixture-001",
  "dataPresent": true,
  "periodStart": "2026-10-01T00:00:00Z",
  "periodEnd": "2026-10-07T23:59:59Z",
  "metricsText": "2026-10-01 to 2026-10-07: 42 enquiries (count); spend 12345 USD minor units.",
  "processingPermitted": true
}

Inspect the workflow first

The preview contains the actual authored nodes and settings. 14 fixture checks passed: 11 entered the native engine and 3 checked admission or setup. CRM and model effects were intercepted. Workspace installation and live provider acceptance remain unverified. This public preview cannot create or run a workflow.

Example path through the native engine

A successful fixture followed these nodes. Other inputs can follow the visible hold and no-action branches.

  1. Supply one reviewed campaignId packet
  2. Map packet and load private task owner
  3. Packet confirmed
  4. Processing is permitted
  5. Report data is present
  6. Find a known contact by email
  7. Lookup result is missing
  8. Contact is known
  9. Draft an evidence-bound internal brief
  10. Brief is available
  11. Create an owned internal review task
  12. Task identifier is available
  13. prepared
Verification and source

Revision 1. The graph, input fixtures and execution receipt are bound by their digests.

4e2789f19d488dfafc35269b0ab65a72b4cf8d955a6dcbf650acb371ac00d006
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