Getting Started with Automation Agents

Automation Agents are your smart assistants for analytics and reporting. They follow your instructions, run analyses, and deliver insights—on autopilot. Here’s how to set up your first agent and unlock effortless automation.

1. Open the Automation Agents Tab

Click on Automation Agents in the left navigation bar to access your agent dashboard.
Here, you’ll see all your agents.
Select any agent to access their date-wise report.

2. Create a New Automation Agent

Hit Create Agent to launch a new automation.
You can also duplicate an existing agent or start from a template for popular use cases.

3. Select Account(s)

Choose the account(s) your agent will work on. The available templates and data contexts will update based on your selection.

4. Choose a Template

Pick a template to quickly set up your agent, or start from scratch for full customization.
To explore available templates, refer to Agent Library.

5. Configure Agent Details

This is where you set your agent’s mission:

Data Context

Pick the main lens for analysis (e.g., Keywords, Ad Performance).

Grouping Context

Decide how your agent should group the data (e.g., Campaign, Ad Group).

Agent Context

Add any general instructions or assumptions for your agent (e.g., "Use last 12 weeks of data").

Steps

Add, edit, or remove steps. Each step is either an Analyze or Summarize action:
Analyze: Your agent runs a specific analysis or data operation based on your instructions.
Summarize: Your agent gathers and summarizes results from previous Analyze steps. If included, Summarize is always the last step.
Use templates for common analyses, or write your own instructions.
Tweak criteria and logic to match your goals.

6. Preview Dates

Set the date range for your agent’s analysis. Dates can be relative (e.g., "last 12 weeks") so your agent always works with the freshest data.
Preview how the start and end dates will be calculated for each run.

7. Preview Agent Report

Before saving, preview the output your agent will deliver.
This helps you confirm your instructions and criteria are set up just right. Click Back to make any adjustments.
Depending on complexity and data size, previewing may take a few moments.

8. Set Scheduling Preferences & Save

Choose how often your agent should run: one-off, daily, weekly, etc.
Set notification preferences to get alerts when your agent generates report.
Click Save to activate your agent. It will now run automatically according to your schedule.

Automation Agents help you automate repetitive analysis, deliver consistent insights, and save time. Explore templates, customize steps, and schedule your agents to fit your business needs!