Run your first automation

Set up a Daily Brief automation that emails you a digest of your ad and ecommerce performance every morning. Takes about 5 minutes.

Automations are scheduled (or on-demand) jobs that monitor your accounts and email you the findings. The simplest and most-used one is the Metrics Alert.

Prerequisites

• A project with at least one of: Google Ads, Meta Ads, or GA4 connected.

• Editor or Owner role on the project.

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Step 1 — Open the Automations page

In the side menu, click Automations. You'll see a list of any existing automations (a Daily Brief may already be configured if you signed up via pre-signup audit).

Click New automation.

Step 2 — Pick the type

Pick Metrics Alert from the Type dropdown.

The form re-renders to show the Metrics Alert configuration: which metric to monitor, and the threshold.

Step 3 — Set the schedule

• Frequency: Daily (you can also pick Weekly or Monthly).

• Time: 8:00 AM (or whenever you want the email).

• Timezone: Pick yours.

[Screenshot needed] Schedule section of the form showing Daily, 8:00 AM, and a timezone selected.

Step 4 — Set recipients

Type each email address into the Recipients field and press Enter. Add as many as you need.

Step 5 — Save and run

1. Click Save at the bottom of the form.

2. You'll land back on the Automations list with your new automation visible.

3. Click Run on the automation card to generate it immediately (a useful check that everything works before tomorrow morning).

[Screen video needed] Clicking Run on a freshly-saved Daily Brief, watching the status change to "Running," then "Completed," then opening the snapshot. ~30 seconds.

Step 7 — Check the result

Click the automation in the list to open it. You'll see:

• Logs tab — every run with status and timestamp.

• Snapshots tab — the email content from each run, viewable in the app even if the email got lost in spam.

Open the latest snapshot to read the brief.

Step 8 — Tune the cadence

If daily is too noisy:

• Switch the frequency to Weekly (most teams find weekly is the sweet spot).

• Or create a Weekly Brief automation in addition to the Daily Brief — different audiences, different schedules.

What's next

• Dashboard Summary — schedule recurring summaries of a specific dashboard.

• Metrics Alert — get pinged when a metric crosses a threshold.

• Automation reference — see all 28 automation types and what each does.