Preparing campaign reports

Key campaign data in one place: The agent prepares available metrics for your reports.

Ideal for marketing teams that regularly discuss or report on campaigns.

The problem

It's time to report on your campaigns, but the numbers are spread across different reports and need to be gathered first.

1. What this use case does

The agent turns campaign data you provide, or that it can retrieve through a working connection, into a focused report. It distinguishes available metrics from open questions and makes no claims about data that hasn't been provided.

2. How you can use it

Specify the time period, goal, and data source. Ask for an overview, then check the metrics and interpretation before sharing it.

Example prompt:

Prepare a report for last month using this campaign data. Show the most important available metrics, changes, and open questions.

3. How to set it up

Create a reporting agent and define the metrics, time period, and output format. Add your data or connect a suitable data source.

Examples of connections:

• Meta Ads: Retrieve campaign performance from your advertising account for reporting.

• Funnel.io: Query consolidated marketing data from your connected data sources.

• HubSpot: Use information about campaigns and marketing activities in your report.

• Metabase: Prepare available campaign data from queries and reports.

• Google Workspace: Use metrics from a Google Sheet you can access.

Google Analytics reporting was also described as successful in the collection. The data the agent can actually retrieve depends on the connection, setup, and your permissions. Google Workspace has limitations when accessing existing Drive files. You can use the advanced connector for this. Find out more about the requirements and setup in the connectors catalog.

Learn more about setting up your own AI agents