Create Recurring Analytics Reports
You can use Automation to generate a recurring asset analytics report on whatever cadence you’d like: daily, weekly, monthly, or something custom. Once it’s set up, the report can be emailed to you or sent to you in Slack if you have Slack connected.
Creating the automation
In the left sidebar, open the Assistant dropdown and select Automation, then click + New automation in the top right. This launches a thread where the agent asks a few questions to set up your automation.
The agent will ask a series of questions about what the automation should do, when it should run, and where the output should go. Expand each question below for an example answer you can use.
What should the automation do?
Create a recurring analytics report that shows the top engaged accounts across all my assets.
You can add to this to have the agent surface any other signals from the analytics you may want, ie, surface buying signals, show accounts with most time spent on page, etc.
When should it run?
Every Monday morning
Running this report every day can result in excessive data; we recommend weekly or monthly reports. Ultimately this is up to you and your workflows.
Extra details & where the output should go
Choose an output destination that works for you:
- Have the agent email you the report
- Send a Slack DM of the report (if Slack is connected)
If you have any other details about what you want in the report, you can add those here as well.
Editing and monitoring your automation
Once created, your automation appears on the Automation page and in the thread, along with a summary of what it will do.
When you open the automation, you’ll see the instructions the agent drafted when you created it. Click into these to edit them at any time.
You’ll also see a log of every run. These populate as the automation runs, so you can check what the agent did and confirm everything is working.