Schedule Chats

Updated on Sep 5, 2025

Overview

With Schedule Chats, you can turn any conversation with the AI Agent into a recurring report. The Agent will re-run the query on live data and email you the results at the frequency you define.

This transforms one-off analyses into automated reporting flows — no need to repeat requests manually.

How to Use

When scheduling a chat, you’ll be asked to define:

Email recipient: Choose which address will receive the report.
Frequency: One-time, daily, weekly, or monthly delivery.
Timing: Set the exact delivery time (with time zone).

Examples:

“Send this Google Ads report to my email every Monday at 9 AM.”
“Schedule a one-time performance summary for tomorrow morning.”
“Deliver a monthly cost breakdown to finance@company.com on the 1st of each month.”
“Email the leadership team a cross-channel report every Friday at 5 PM PST.”

Schedule Types

You can schedule reports in several formats and frequencies:

One-time reports: Perfect for ad-hoc requests or executive briefings.
Daily reports: Get updated spend, ROI, or KPI tracking every morning.
Weekly reports: Standard performance digests for campaigns, clients, or leadership.
Monthly reports: Strategic summaries with trends, pacing, and comparisons vs. previous month.

Each report type can include campaign metrics, channel breakdowns, anomalies, and AI-generated insights based on your data.

Manage Scheduled Chats

To update or delete a scheduled report, simply ask the Agent in the same chat — just like when you first created it.

“Change the delivery time to 3 PM PST.”
“Switch this from weekly to daily.”
“Delete this scheduled report.”

The Agent will confirm the update or removal instantly.

Use Cases

Automated Performance Reports

Keep your inbox updated with recurring reports on campaign health.

Examples:

Weekly Google Ads performance report (impressions, clicks, cost, CTR).
Daily Meta campaign spend and ROI summary.
Monthly cross-channel performance overview for executives.
Weekly anomaly detection report highlighting unusual spend or CTR drops.

Client Reporting

Automate client-facing reporting with branded, AI-generated reports.

Examples:

Weekly performance report emailed directly to client stakeholders.
Monthly ROI and CPA breakdown with campaign-level insights.
Scheduled competitive benchmarking report delivered at the start of each quarter.
Weekly “Top Wins & Risks” email summarizing key account changes.

Where to Find Scheduled Chats

Scheduled reports live in the sidebar under Chats → Scheduled Chats.

From there you can:

View all active schedules
Edit frequency or time zone
Pause or delete schedules

Note

The conversation becomes shared with your workspace (required for scheduling).

Conclusion

Schedule Chats turns one-time analysis into ongoing intelligence. By making chats recurring, you ensure your team and clients always have the latest performance data, insights, and context — delivered automatically to the right inbox.