activetrail
List Email Campaigns
List recently sent campaigns to identify those ready for reporting.
The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.
Retrieve campaigns sent in the current reporting period that have not yet had their metrics recorded in Monday.com.
Pull opens, clicks, bounces, and unsubscribe counts for each campaign from the Activetrail reporting API.
Find the group on the campaign performance board that corresponds to the current reporting week or month.
Create a Monday.com item for each campaign with open rate, click rate, bounce count, and unsubscribes populated as column values, or update existing items if the campaign was already recorded.
activetrail
List recently sent campaigns to identify those ready for reporting.
activetrail
Retrieve detailed performance metrics for each sent campaign.
activetrail
Retrieve performance data for active automation workflows.
mondaycom
Find the correct board group for the reporting period.
mondaycom
Create a board item for each campaign with performance metrics as column values.
mondaycom
Update existing items when a campaign report has been refreshed.
Integration
Create, send, and track marketing campaigns via Email, SMS, WhatsApp, and Push Notifications. Manage contacts, groups, and mailing lists with bulk import, segmentation, and subscription status tracking. Build and activate marketing automation workflows with triggers, steps, and A/B split testing. Retrieve detailed campaign reports including opens, clicks, bounces, unsubscribes, and per-domain statistics. Send transactional/operational messages to individual recipients. Manage e-commerce orders and shopping carts, leads and opportunities, signup forms, landing pages, and reusable email templates. Track contact activity history, manage external contacts by third-party IDs, configure webhooks for contact change events, and view account credit balances and sending profiles.
Integration
Create, read, update, and delete boards, items, sub-items, groups, and columns to manage projects and workflows. Post updates and replies on items for team communication. Manage workspaces, folders, documents (Workdocs), users, teams, tags, and file assets. Upload files, send notifications, query activity logs and dashboards, and configure webhooks for real-time event notifications on boards. Supports a wide variety of column types including status, date, people, timeline, dropdown, and more.
Outcome 1
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 2
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 3
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 4
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like automate activetrail campaign performance reporting to monday.com into something you can deploy quickly, safely, and at scale.
Fast
Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.
Secure
Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.
Enterprise
Agents act on real identity under company SSO, with per-user and per-group access policies and a complete, searchable record of everything that happens.
Team ready
Package this workflow as a skill, attach the tools it needs, and let teammates run it through Portals — governed by admins, owned by the people who do the work.
The Metorial products that connect, govern, and observe this scenario.
Connectivity
Start from 1000+ verified integrations or bring your own, and give every one a governed path to your agents under existing SSO and access policies.
Connectivity
A single URL your AI client connects to. Sign in with the login you already use and your agent reaches every integration and tool you allow — no per-app setup.
Identity
Sign in with company SSO, set policies per user and group, and let agents act on real identity across every connected system in this workflow.
Governance
Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.
Observability
A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.
Governance
Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.
However you adopt AI, Metorial has a path for connecting it safely.
Solution
Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.
Solution
SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.
Solution
Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.