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extract-kpi-data

Extract campaign or business KPIs from report documents — metrics, values, periods, and targets.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

iterationlayer/skills

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SKILL.md12.2 KB

SKILL.md(원문)

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Extract KPI Data

Marketing agencies, analytics teams, and finance departments use this recipe to extract performance metrics from campaign summaries or quarterly reports — pulling out KPIs like impressions, conversions, spend, and ROAS for dashboards and automated reporting.

APIs Used

Document Extraction (1 credit per page)

Prerequisites

You need an Iteration Layer API key. Get one at platform.iterationlayer.com during the 7-day trial.

For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.

Implementation

curl -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "files": [
      {
        "type": "url",
        "name": "campaign-summary-q1.pdf",
        "url": "https://example.com/reports/campaign-summary-q1-2026.pdf"
      }
    ],
    "schema": {
      "fields": [
        {
          "name": "client_name",
          "type": "TEXT",
          "description": "Client or company name"
        },
        {
          "name": "report_period",
          "type": "TEXT",
          "description": "Reporting period, e.g. Q1 2026"
        },
        {
          "name": "total_impressions",
          "type": "INTEGER",
          "description": "Total ad impressions"
        },
        {
          "name": "total_clicks",
          "type": "INTEGER",
          "description": "Total ad clicks"
        },
        {
          "name": "click_through_rate",
          "type": "DECIMAL",
          "description": "Click-through rate as a percentage"
        },
        {
          "name": "total_conversions",
          "type": "INTEGER",
          "description": "Total conversions or leads generated"
        },
        {
          "name": "cost_per_conversion",
          "type": "CURRENCY_AMOUNT",
          "description": "Average cost per conversion"
        },
        {
          "name": "total_spend",
          "type": "CURRENCY_AMOUNT",
          "description": "Total advertising spend"
        },
        {
          "name": "return_on_ad_spend",
          "type": "DECIMAL",
          "description": "Return on ad spend ratio"
        }
      ]
    }
  }'

import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });

const result = await client.extractDocument({
  files: [
    {
      type: "url",
      name: "campaign-summary-q1.pdf",
      url: "https://example.com/reports/campaign-summary-q1-2026.pdf",
    },
  ],
  schema: {
    fields: [
      { name: "client_name", type: "TEXT", description: "Client or company name" },
      { name: "report_period", type: "TEXT", description: "Reporting period, e.g. Q1 2026" },
      { name: "total_impressions", type: "INTEGER", description: "Total ad impressions" },
      { name: "total_clicks", type: "INTEGER", description: "Total ad clicks" },
      { name: "click_through_rate", type: "DECIMAL", description: "Click-through rate as a percentage" },
      { name: "total_conversions", type: "INTEGER", description: "Total conversions or leads generated" },
      { name: "cost_per_conversion", type: "CURRENCY_AMOUNT", description: "Average cost per conversion" },
      { name: "total_spend", type: "CURRENCY_AMOUNT", description: "Total advertising spend" },
      { name: "return_on_ad_spend", type: "DECIMAL", description: "Return on ad spend ratio" },
    ],
  },
});

from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")

result = client.extract_document(
    files=[
        {
            "type": "url",
            "name": "campaign-summary-q1.pdf",
            "url": "https://example.com/reports/campaign-summary-q1-2026.pdf",
        }
    ],
    schema={
        "fields": [
            {"name": "client_name", "type": "TEXT", "description": "Client or company name"},
            {"name": "report_period", "type": "TEXT", "description": "Reporting period, e.g. Q1 2026"},
            {"name": "total_impressions", "type": "INTEGER", "description": "Total ad impressions"},
            {"name": "total_clicks", "type": "INTEGER", "description": "Total ad clicks"},
            {"name": "click_through_rate", "type": "DECIMAL", "description": "Click-through rate as a percentage"},
            {"name": "total_conversions", "type": "INTEGER", "description": "Total conversions or leads generated"},
            {"name": "cost_per_conversion", "type": "CURRENCY_AMOUNT", "description": "Average cost per conversion"},
            {"name": "total_spend", "type": "CURRENCY_AMOUNT", "description": "Total advertising spend"},
            {"name": "return_on_ad_spend", "type": "DECIMAL", "description": "Return on ad spend ratio"},
        ]
    },
)

package main

import il "github.com/iterationlayer/sdk-go"

func main() {
	client := il.NewClient("YOUR_API_KEY")

	result, err := client.ExtractDocument(il.ExtractDocumentRequest{
		Files: []il.FileInput{
			il.FileInput{
				Type: "url",
				Name: "campaign-summary-q1.pdf",
				Url: "https://example.com/reports/campaign-summary-q1-2026.pdf",
			},
		},
		Schema: il.ExtractionSchema{
			Fields: []any{
				il.TextFieldConfig{
					Name: "client_name",
					Type: "TEXT",
					Description: "Client or company name",
				},
				il.TextFieldConfig{
					Name: "report_period",
					Type: "TEXT",
					Description: "Reporting period, e.g. Q1 2026",
				},
				il.IntegerFieldConfig{
					Name: "total_impressions",
					Type: "INTEGER",
					Description: "Total ad impressions",
				},
				il.IntegerFieldConfig{
					Name: "total_clicks",
					Type: "INTEGER",
					Description: "Total ad clicks",
				},
				il.DecimalFieldConfig{
					Name: "click_through_rate",
					Type: "DECIMAL",
					Description: "Click-through rate as a percentage",
				},
				il.IntegerFieldConfig{
					Name: "total_conversions",
					Type: "INTEGER",
					Description: "Total conversions or leads generated",
				},
				il.CurrencyAmountFieldConfig{
					Name: "cost_per_conversion",
					Type: "CURRENCY_AMOUNT",
					Description: "Average cost per conversion",
				},
				il.CurrencyAmountFieldConfig{
					Name: "total_spend",
					Type: "CURRENCY_AMOUNT",
					Description: "Total advertising spend",
				},
				il.DecimalFieldConfig{
					Name: "return_on_ad_spend",
					Type: "DECIMAL",
					Description: "Return on ad spend ratio",
				},
			},
		},
	})
	if err != nil {
		panic(err)
	}

	_ = result
}

{
  "name": "Extract KPI data in Iteration Layer",
  "nodes": [
    {
      "parameters": {
        "content": "## Extract KPI Data\n\nMarketing agencies, analytics teams, and finance departments use this recipe to extract performance metrics from campaign summaries or quarterly reports — pulling out KPIs like impressions, conversions, spend, and ROAS for dashboards and automated reporting.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
        "height": 280,
        "width": 500,
        "color": 2
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [200, 40],
      "id": "e2f3a4b5-c6d7-8901-efab-678901234501",
      "name": "Overview"
    },
    {
      "parameters": {
        "content": "### Step 1: Extract KPI Data\nResource: **Document Extraction**\n\nConfigure the Document Extraction parameters below, then connect your credentials.",
        "height": 160,
        "width": 300,
        "color": 6
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [475, 100],
      "id": "e2f3a4b5-c6d7-8901-efab-678901234502",
      "name": "Step 1 Note"
    },
    {
      "parameters": {},
      "type": "n8n-nodes-base.manualTrigger",
      "typeVersion": 1,
      "position": [250, 300],
      "id": "e2f3a4b5-c6d7-8901-efab-678901234503",
      "name": "Manual Trigger"
    },
    {
      "parameters": {
        "resource": "documentExtraction",
        "schemaInputMode": "rawJson",
        "schemaJson": "{\"fields\":[{\"name\":\"client_name\",\"type\":\"TEXT\",\"description\":\"Client or company name\"},{\"name\":\"report_period\",\"type\":\"TEXT\",\"description\":\"Reporting period\"},{\"name\":\"total_impressions\",\"type\":\"INTEGER\",\"description\":\"Total ad impressions\"},{\"name\":\"total_clicks\",\"type\":\"INTEGER\",\"description\":\"Total ad clicks\"},{\"name\":\"click_through_rate\",\"type\":\"DECIMAL\",\"description\":\"Click-through rate as a percentage\"},{\"name\":\"total_conversions\",\"type\":\"INTEGER\",\"description\":\"Total conversions or leads generated\"},{\"name\":\"cost_per_conversion\",\"type\":\"CURRENCY_AMOUNT\",\"description\":\"Average cost per conversion\"},{\"name\":\"total_spend\",\"type\":\"CURRENCY_AMOUNT\",\"description\":\"Total advertising spend\"},{\"name\":\"return_on_ad_spend\",\"type\":\"DECIMAL\",\"description\":\"Return on ad spend ratio\"}]}",
        "files": {
          "fileValues": [
            {
              "fileInputMode": "url",
              "fileName": "campaign-summary-q1.pdf",
              "fileUrl": "https://example.com/reports/campaign-summary-q1-2026.pdf"
            }
          ]
        }
      },
      "type": "n8n-nodes-iterationlayer.iterationLayer",
      "typeVersion": 1,
      "position": [500, 300],
      "id": "e2f3a4b5-c6d7-8901-efab-678901234504",
      "name": "Extract KPI Data",
      "credentials": {
        "iterationLayerApi": {
          "id": "1",
          "name": "Iteration Layer API"
        }
      }
    }
  ],
  "connections": {
    "Manual Trigger": {
      "main": [
        [
          {
            "node": "Extract KPI Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  }
}

Extract KPI data from the file at [file URL]. Use the extract_document tool with these fields:

- client_name (TEXT): Client or company name
- report_period (TEXT): Reporting period, e.g. Q1 2026
- total_impressions (INTEGER): Total ad impressions
- total_clicks (INTEGER): Total ad clicks
- click_through_rate (DECIMAL): Click-through rate as a percentage
- total_conversions (INTEGER): Total conversions or leads generated
- cost_per_conversion (CURRENCY_AMOUNT): Average cost per conversion
- total_spend (CURRENCY_AMOUNT): Total advertising spend
- return_on_ad_spend (DECIMAL): Return on ad spend ratio

Response

{
  "success": true,
  "data": {
    "client_name": {
      "value": "Greenfield Organics",
      "confidence": 0.99,
      "citations": ["Client: Greenfield Organics"]
    },
    "report_period": {
      "value": "Q1 2026",
      "confidence": 0.99,
      "citations": ["Reporting Period: Q1 2026 (January — March)"]
    },
    "total_impressions": {
      "value": 1245800,
      "confidence": 0.98,
      "citations": ["Total Impressions: 1,245,800"]
    },
    "total_clicks": {
      "value": 37420,
      "confidence": 0.98,
      "citations": ["Total Clicks: 37,420"]
    },
    "click_through_rate": {
      "value": 3.0,
      "confidence": 0.97,
      "citations": ["CTR: 3.00%"]
    },
    "total_conversions": {
      "value": 1870,
      "confidence": 0.98,
      "citations": ["Total Conversions: 1,870"]
    },
    "cost_per_conversion": {
      "value": {
        "amount": "12.45",
        "currency": "EUR"
      },
      "confidence": 0.97,
      "citations": ["Cost per Conversion: EUR 12.45"]
    },
    "total_spend": {
      "value": {
        "amount": "23281.50",
        "currency": "EUR"
      },
      "confidence": 0.98,
      "citations": ["Total Spend: EUR 23,281.50"]
    },
    "return_on_ad_spend": {
      "value": 4.2,
      "confidence": 0.96,
      "citations": ["ROAS: 4.2x"]
    }
  }
}

리뷰

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iterationlayer의 스킬 모두 보기

이 스킬의 문제 신고

설치

명령으로 설치

npx skills add https://github.com/iterationlayer/skills --skill extract-kpi-data

터미널에 붙여 넣고 실행합니다(Node.js 필요). Claude Code, Codex 등 설치할 에이전트를 고를 수 있습니다.

에이전트에게 부탁하기

다음 Agent Skill을 설치해 주세요.
https://github.com/iterationlayer/skills/tree/main/skills/extract-kpi-data

먼저 SKILL.md와 첨부 파일의 내용을 확인해 수상한 처리(외부 전송, 인증 정보 읽기 등)가 없는지 확인한 뒤 Claude Code는 ~/.claude/skills/extract-kpi-data/, Codex는 ~/.agents/skills/extract-kpi-data/ 에 배치해 주세요.

이 문장을 그대로 Claude Code나 Codex에 보내면 내용을 확인한 뒤 설치해 줍니다.

GitHub에서 소스 보기

저장소: iterationlayer/skills
스타: 4
포크: 0
카테고리: 데이터·AI
라이선스: MIT
원문 언어: 영어
최종 업데이트: 2026년 6월 9일

스킬은 에이전트를 위한 지시와 스크립트의 묶음입니다. cccskills는 내용의 안전성을 보증하지 않습니다. 설치하기 전에 내용을 확인하세요.

포함된 파일(1)

SKILL.md(원문)

Extract KPI Data

APIs Used

Prerequisites

Implementation

Response

Links

리뷰

댓글

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