Skills extract-kpi-data

Name: extract-kpi-data
Author: iterationlayer

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

install

source · Clone the upstream repo

git clone https://github.com/iterationlayer/skills

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/iterationlayer/skills "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/extract-kpi-data" ~/.claude/skills/iterationlayer-skills-extract-kpi-data && rm -rf "$T"

manifest: skills/extract-kpi-data/SKILL.md

source content

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 — free trial credits included, no credit card required.

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.extract({
  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(
    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.Extract(il.ExtractRequest{
		Files: []il.FileInput{
			il.NewFileFromURL("campaign-summary-q1.pdf", "https://example.com/reports/campaign-summary-q1-2026.pdf"),
		},
		Schema: il.ExtractionSchema{
			"client_name":         il.NewTextFieldConfig("client_name", "Client or company name"),
			"report_period":       il.NewTextFieldConfig("report_period", "Reporting period, e.g. Q1 2026"),
			"total_impressions":   il.NewIntegerFieldConfig("total_impressions", "Total ad impressions"),
			"total_clicks":        il.NewIntegerFieldConfig("total_clicks", "Total ad clicks"),
			"click_through_rate":  il.NewDecimalFieldConfig("click_through_rate", "Click-through rate as a percentage"),
			"total_conversions":   il.NewIntegerFieldConfig("total_conversions", "Total conversions or leads generated"),
			"cost_per_conversion": il.NewCurrencyAmountFieldConfig("cost_per_conversion", "Average cost per conversion"),
			"total_spend":         il.NewCurrencyAmountFieldConfig("total_spend", "Total advertising spend"),
			"return_on_ad_spend":  il.NewDecimalFieldConfig("return_on_ad_spend", "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 before importing. Self-hosted n8n only.",
        "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": "USD"
      },
      "confidence": 0.97,
      "citations": ["Cost per Conversion: $12.45"]
    },
    "total_spend": {
      "value": {
        "amount": "23281.50",
        "currency": "USD"
      },
      "confidence": 0.98,
      "citations": ["Total Spend: $23,281.50"]
    },
    "return_on_ad_spend": {
      "value": 4.2,
      "confidence": 0.96,
      "citations": ["ROAS: 4.2x"]
    }
  }
}