Advanced Guide: Automate Email Performance Reporting with Zapier + Claude API

Klaviyo:

1. Account → Settings → API Keys
2. Create a Private API Key with scopes: Campaigns:Read, Metrics:Read
3. Copy the key

Mailchimp:

1. Account → Extras → API Keys → Create A Key
2. Copy the key (also note your Data Center — e.g., "us14")

HubSpot:

1. Settings → Integrations → Private Apps → Create Private App
2. Scopes needed: content (for email campaigns), reports (for analytics)
3. Copy the access token

1. Log into zapier.com → Create Zap

2. Trigger: Schedule by Zapier → Weekly → Monday → 8:00 AM

3. Action 1: Pull Campaign Data from ESP

   • App: Webhooks by Zapier (for custom API calls)
   • Action: GET
   • URL (Klaviyo example): https://a.klaviyo.com/api/campaigns/?filter=equals(status,"Sent")&filter=greater-than(send_time,{{1_week_ago}})
   • Headers: Authorization: Klaviyo-API-Key [your key], revision: 2024-02-15
   • This returns JSON with your last week's campaign data

4. Action 2: Format the Data

   • App: Formatter by Zapier → Text → Spreadsheet-style Lookup
   • Or use: Code by Zapier (JavaScript) to extract just the fields you need:

   Copy and paste this

   const campaigns = JSON.parse(inputData.response_body);
   const summary = campaigns.data.map(c => ({
     name: c.attributes.name,
     send_time: c.attributes.send_time,
     open_rate: c.attributes.tracking_options.open_rate,
     click_rate: c.attributes.tracking_options.click_rate,
   }));
   return { summary: JSON.stringify(summary) };
   

5. Action 3: Send to Claude API

   • App: Webhooks by Zapier → POST
   • URL: https://api.anthropic.com/v1/messages
   • Headers: x-api-key: [your Claude API key], anthropic-version: 2023-06-01, content-type: application/json
   • Body:

   Copy and paste this

6. Action 4: Extract the Report Text

   • App: Formatter by Zapier → Text → Extract JSON
   • Field: content[0].text (extracts Claude's response from the JSON)

7. Action 5: Send the Report

   • For email: Gmail → Send Email → to your address, subject "📊 Weekly Email Report — Week of {{date}}", body: {{claude_response}}
   • For Slack: Slack → Send Direct Message or Channel Message → paste the report body

1. Click Test Zap in Zapier — this runs the full pipeline with live data
2. Verify: Is the data being pulled correctly from the ESP?
3. Verify: Is Claude's analysis accurate to the data?
4. Verify: Is the report delivered to the right place?

Common issues:

• ESP API returns empty if no campaigns sent last week — add a Zapier Filter step: "Continue only if campaign count > 0"
• Claude's report references metrics that don't match your dashboard — check the field mapping in Step 4 (JSON extraction)
• Report arrives with raw JSON instead of formatted text — check the Formatter step extracts the right field