Use Cases · Growth

Monday funnel diagnosis delivered before standup.

Cortex growth agents run your weekly CAC reports, alert on channel anomalies, log experiment results to institutional memory, trace content to pipeline, and deliver attribution rollups — so you compound on what works instead of re-learning it.

agent / growthslack · live
funnel · diagnosis
you
Workflow recipe (marketing.cac_report + marketing.campaign_performance): weekly funnel diagnosis with 3 prioritized a…
cortex
Monday funnel diagnosis delivered before standup — 3 actions, not a data dump.
NotionGoogle WorkspaceInstitutional memory
[ Thesis ]
Across the DTC brands I've worked with, the throughline on every team that scaled is the same: operational rigor. The A-teams build their own institutional memory over time and pull away. AI doesn't flatten this. It amplifies it. But when capture is automatic, operational rigor stops being a function of discipline and starts being a function of infrastructure.
Read the founding thesis
[ 01 · Jobs ]

Jobs your agent handles.

Every scenario runs on a real Cortex capability. The memory split shows what stays in this session and what graduates into the team's institutional knowledge.
[ Scenario 01 ]

Monday funnel diagnosis delivered before standup — 3 actions, not a data dump.

Trigger

Scheduled Monday 8am recipe across CAC, conversion, and campaign performance data.

In Slack

Workflow recipe (marketing.cac_report + marketing.campaign_performance): weekly funnel diagnosis with 3 prioritized actions

Agent does
Notion — campaign spend notesGoogle Workspace — conversion dataInstitutional memory — last week's benchmarksTavily — any relevant channel newsSlack — post 3-action summary to #growth
Conversational memory

This week's run parameters, any data sources that returned stale results.

Institutional memory

Weekly CAC baseline and conversion benchmarks per channel — updated automatically. When CAC drifts more than 15%, the next run surfaces the trend, not just the current number.

[ Scenario 02 ]

Monthly attribution rollup — which touchpoints drove closed deals, where to shift budget.

Trigger

Scheduled first Monday of the month recipe. Ready for the growth team's monthly review.

In Slack

Workflow recipe (marketing.attribution_rollup): connect channel touchpoints to closed deals, surface budget re-allocation calls

Agent does
Notion — campaign recordsGoogle Workspace — deal close dataInstitutional memory — previous month's attribution modelSlack — post rollup with channel ROI table to #growth
Conversational memory

The specific month and any attribution model adjustments the team applied.

Institutional memory

Monthly attribution results by channel — accumulated over quarters. After 3 months, trend lines emerge automatically: 'LinkedIn content consistently drives enterprise deals; paid search drives SMB but CAC is degrading.'

[ Scenario 03 ]

Log every experiment result to institutional memory so the team never re-runs a test that already has an answer.

Trigger

A growth engineer or PM posts experiment results in #growth-experiments.

In Slack

@cortex log this experiment: [headline test on pricing page, variant B won, +12% conversion, n=2,400, p<0.05, ran Apr 1–14]

Agent does
Institutional memory — check for duplicate experimentInstitutional memory — store result with metadataNotion — write to experiment logSlack — confirm logged with link
Conversational memory

The specific experiment parameters and the team member who reported results.

Institutional memory

The experiment result stored permanently: 'Pricing page headline test, variant B +12% conversion, Apr 2026, n=2400, p<0.05.' The next time someone proposes a similar test, the agent surfaces this result first.

[ Scenario 04 ]

Trace which blog posts and content pieces actually drive pipeline — not just traffic.

Trigger

Weekly recipe. Correlates content publish dates with inbound deal creation.

In Slack

Workflow recipe: @cortex identify which content pieces in the last 30 days are correlated with inbound deal creation — show conversion rate from first touch to meeting booked

Agent does
Notion — published content logGoogle Workspace — inbound deal dataTavily — verify content is indexed and rankingInstitutional memory — prior content performanceSlack — post content → pipeline table to #growth
Conversational memory

The 30-day window reviewed and any anomalies in the data this run.

Institutional memory

Content → pipeline correlation by topic — accumulated over months. After 8 weeks, patterns surface: 'Competitor comparison posts drive 3x the demo bookings of thought leadership content for this ICP.'

[ Scenario 05 ]

Alert on paid channel CAC anomalies before the budget is burned on a broken campaign.

Trigger

Daily recipe. Pages growth lead if any channel drifts more than 15% from rolling average.

In Slack

Workflow recipe (daily): scan paid channels for CAC drift > 15% from 7-day average — alert if threshold crossed

Agent does
Google Workspace — daily spend and conversion pullInstitutional memory — 7-day rolling CAC by channelSlack — DM growth lead with alert + channel details
Conversational memory

Today's scan results and any channels that hit the threshold.

Institutional memory

Rolling CAC baseline per channel, updated daily. Anomaly context builds over time — 'LinkedIn CAC spiked 3 times in Q1, each time coinciding with a bid strategy change.' Surfaces on the next alert.

[ Scenario 06 ]

Weekly cohort retention digest — where users drop off and which acquisition channels produce the stickiest cohorts.

Trigger

Scheduled Friday recipe. Delivered to #growth before the week closes.

In Slack

Workflow recipe: @cortex retention digest for cohorts acquired in the past 4 weeks — D7, D30 by acquisition channel

Agent does
Notion — cohort acquisition dataGoogle Workspace — engagement and retention metricsInstitutional memory — prior cohort benchmarksSlack — post cohort retention table to #growth
Conversational memory

This week's cohort windows and the specific channels included.

Institutional memory

Cohort retention curves by acquisition channel — accumulated over quarters. Feeds into attribution and content-to-pipeline analysis automatically: the growth stack starts connecting its own dots.

[ 02 · Two layers of memory ]

Working in every job above.

Two tiers, working in parallel. One fades unless it matters; one compounds forever.
Conversational memory

What happened in this session — the Slack thread you referenced, the customer you named, the draft you iterated on. Persists through the conversation and short-term window. Volatile by design: fades unless it matters.

Institutional memory

Facts that proved their value — accessed repeatedly, confirmed accurate, promoted by the system. “Drift raised their Pro price to $400/seat.” “Acme Corp runs on Salesforce CPQ.” Written once by accident, available forever to every session.

[ 03 · Connected tools on this page ]
SlackNotionGoogle WorkspaceTavily (web)HubSpot

Stop re-running experiments. Start compounding what you know.

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