Automations

Automations send scheduled or on-demand alerts either via email or by displaying it on the platform’s dashboard. You configure an automation once (type, schedule, recipients), and the system runs it on the chosen frequency or when you click Run. This guide will walk you through how you can create different types of automations (Daily brief, Dashboard Summary or Metric Alerts).

Automation Types

Below are focused guides for Daily Brief, Dashboard Summary, and Metrics Alert.

Steps to set up automations

1. Go to Automations page and click Create Automations.

   
2. You can optionally write a Description for the automation.

3. Scroll down to the Schedule to set up the Frequency (how frequently you would prefer to receive the automations-Daily, Weekly, Monthly), then select the Time of the day you’d like to receive it, and the Timezone you are in.

   
4. Scroll further to the Content section to select the type of automation you would like to create. Depending on the type of automation, you will be prompted to fill in further information.

   Daily Brief

   Use it when you want one email per day that covers multiple areas (ads, products, landing pages). A daily brief automation is automatically created when you create a project, you can then edit it according to your preferences from the automation page or if required, create a new one.

   • Daily Brief Automations: Choose which components to include:

     • Campaign Performance Check, It pulls the last 14 days of performance, highlights trends and drivers, and surfaces key metrics (CPC, CTR, ROAS, cost per conversion, etc.).

     • Ecommerce Product Opportunity (if the project is ecommerce with GA4 connection), It uses GA4 item data to find things like products suddenly getting more organic traffic, low views but strong purchase/view rate, products getting a lot more paid traffic, and lots of views but very low cart/add-to-cart rate.

     • Google Ads Landing Page Analysis (if you have a Google Ads connection), It runs PageSpeed checks on the landing pages tied to your Google Ads account and reports performance.

     • You can select one or more; at least one is required.

     

   Dashboard Summary

   Use it when you or any other stakeholders want to receive frequent updates of the dashboard performances without having to individually analyze each of the pages and charts within the dashboard.

   • Select Dashboard, select the dashboard you would like to receive updates on.

   • You can optionally type a Prompt to customize the format or content of the dashboard summary you want to receive.

   

   Metrics Alert

   Use it when you want to watch for specific important metrics in order to take immediate actions when a metric goes above or below a certain threshold.

   • Click Add Condition to add a new alert conditions, you can add up to two metric alerts per automation. For each condition you choose:

   • Select Database connection (e.g. GA4, Google Ads, Facebook), Metric (from that connection’s available metrics), Condition type (Value Higher Than, Value Greater Than, Change since yesterday, change over fixed period ) and depending on the type condition, you will need to input further parameters.

   • Value Higher Than

     • Alert when the metric is above a number.

     • Set Value / Threshold (e.g. 50000 for sessions).

   • Value Lower Than

     • Alert when the metric is below a number.

     • Set Value / Threshold (e.g. 1000).

   • Change since yesterday

     • Compares today’s value to yesterday’s.

     • Threshold type: Percentage or Absolute.

     • Direction: Increase, Decrease, or Either.

     • Threshold value: e.g. 20 for “20% change” (if percentage) or an absolute difference.

   • Change over fixed period

     • Compares current value to the value N days ago (1–30).

     • Same Threshold type, Direction, and Threshold value as above.

     • Period (Days): 1–30.

     
5. Scroll to the Recipients to add one or more email Ids you’d like to send the updates to. Remember to press enter after writing an email Id in order to add it to the automation.