We’ve refreshed the welcome page to make it easier to monitor workspace health and start analysis faster. Users can now see a customizable stats overview for Connections, Extracts, Loads, and Destinations, then jump directly into workflow presets like marketing audits, cross-channel dashboards, and landing page checks.
This update gives every team a clearer starting point: review what needs attention, ask a data question, or launch an Agent-powered workflow in just a few clicks.
The Request credentials flow lets you send a unique auth link to someone outside Improvado so they can connect a data source on your behalf. We've added what was missing once you hit Send:
Full history of every link you've sent - recipient, sender, timestamp, and status (Pending / Used / Expired / Revoked).
AI Dashboards just got a faster path between your data and the AI Agent — plus a wave of polish across editing and sharing.
Pin a widget, ask the agent
Click the new Pin icon in the dashboard header, select any widget, type a prompt — the AI Agent picks it up with the widget's full context (id, type, config, dashboard title) and either appends it to your current chat or opens a new one if you're outside the agent. Works on every widget type, including custom components.
Surgical widget edits via the AI Agent
The AI Agent can now edit individual widgets without rewriting the whole dashboard config. New skill commands to get, patch, add and validate widgets, as well as copy dashboard — give the agent atomic, idempotent operations. The result: faster iterations, smaller diffs, and far fewer surprises when the agent tweaks a single chart or KPI.
Polish across the editor and sharing
View-only filter hide — mark filters as hide for view-only so shared-link viewers see a cleaner header
Unified chart legend & colors — single-metric and multi-metric charts now share consistent legend defaults
Numerous bug fixes — view-only filter logic, widget-level filter priority, stable schema validation across snake_case responses, and improved Public Link / Restricted access flows.
Connect any MCP-compatible AI agent (Claude, Cursor, Windsurf) to your Improvado platform through one secure connection. Access 500+ connectors, 46,000+ unified metrics, and 84 tools — ask questions in plain language and get real-time results. Uses OAuth with your existing Improvado credentials, no separate API keys needed. Setup takes under five minutes.
Improvado MCPWhat Is Improvado MCP
1 / 3
Model Context Protocol
Your AI agent, connected to every marketing platform
🏗
MCP is the open standard for AI ↔ external tools — built by Anthropic, adopted by OpenAI & Google.
🔌
Improvado MCP = 500+ ad platforms, governed data, real-time analytics in one secure connection.
💬
Works via Improvado AI Agent (zero setup) or any MCP client — Claude, Cursor, Gemini, and more.
⚡
Real numbers, not estimates. Ask a question, get a verified answer in under 10 seconds.
AI Agent
MCP
Google Ads
Meta
LinkedIn
TikTok
Snowflake
BigQuery
Salesforce
HubSpot
500+
Ad platforms
<10s
Query to answer
84
MCP tools
0
Credentials exposed
What It Can Do
84 tools across the full marketing cycle
One protocol. Every action type a marketing team needs — in a single governed session.
🔍
Query & Analyze
SQL against ClickHouse, BigQuery, Snowflake + auto charts and visualizations
12 tools
🚀
Launch & Manage
Create extracts, manage ETL pipelines across 500+ connectors, configure data loads
24 tools
🛡️
Govern
250+ MDG rules for naming conventions, budget controls, and data quality monitoring
18 tools
📓
AI Recipes
Composable SQL/Python analysis notebooks with automated execution and version history
14 tools
🔒
Secure by Design
15-min OAuth sessions, zero credential exposure — SOC 2 Type II · GDPR · HIPAA
16 tools
Why It Matters
From fragmented tools to closed-loop execution
30 hrssaved per week on manual data aggregation
1security review unlocks all 84 tools — no per-platform IAM
3data layers in 1 session — live data, 90-day history, your warehouse
0credentials exposed — tokens never appear in any LLM context
Connect in under 5 minutes. One OAuth flow. No engineering required.
$ claude mcp add improvado https://report.improvado.io/.../mcp-customer/v1/invoke
You can now preview a sample of your data directly in the extraction setup — before committing to a full sync. See exactly which fields and values will be extracted, catch configuration issues early, and set up extractions with confidence.
How it works
On Step 3 of the extraction flow, click the Preview button to fetch a live data sample
Improvado runs a lightweight extraction against your connected account and returns up to 100 rows of today's data
The preview table shows all selected fields — including dynamic and custom CRM fields — so you know exactly what you'll get
Key highlights
Available for most report types — covers the majority of connectors with synchronous API-based reports
Dynamic CRM fields supported — custom Salesforce, Dynamics 365, and other CRM fields appear automatically in the preview
Fast and safe — preview runs with a 2-minute timeout and doesn't affect your production extractions
Smart account sampling — Improvado checks up to 5 accounts and returns the first non-empty result
Why it matters
No more blind extractions. Validate field mappings, check data availability, and verify custom settings — all before a single row hits your destination.
You can now register webhook endpoints to receive automated HTTP notifications whenever events occur in your Improvado workspace — no more polling the API to check for updates.
How it works
Navigate to Settings → Notification Center → Webhooks and add your server URL
Choose which events to subscribe to — from connection changes and extraction updates to load completions and user actions
Verify your endpoint using a simple challenge-response handshake, and start receiving events automatically
Key highlights
80+ event types across accounts, connections, extractions, loads, transformations, data tables, users, and recipes
Secure verification — Improvado validates endpoint ownership via a challenge-response mechanism before delivering any events
Signing secret — each webhook includes a unique secret so your server can authenticate that requests are genuinely from Improvado
Flexible subscriptions — add or remove event types at any time without re-creating the webhook
Apply your Naming Convention to any transformation recipe through a guided AI Agent flow. The Agent identifies the right taxonomy table, recommends dimensions to standardize, and configures the join automatically — no manual setup required.
You can now choose the exact permission level when authorizing credentials — no more granting full read/write access when read-only is all you need. This gives enterprise teams greater control over data security and helps meet compliance requirements with ease.
A default scope level can be configured and applied automatically to all new connections
Per-connection scope can still be adjusted individually during setup
Rolling out gradually, starting with the most requested connectors
Protect sensitive data without losing analytical value. Field hashing lets you apply irreversible SHA-256 encryption to string property fields directly within your extraction order — before data ever reaches your warehouse.
Key Benefits
Privacy by default — PII fields like emails and user IDs can be hashed before storage, reducing exposure risk
Join-friendly — identical inputs always produce the same hash, so hashed fields still work as join keys across datasets
Zero code required — enable hashing with a checkbox in your extraction order settings
Notes:
Available for string property fields only (not metrics or dimensions).
Not yet available for all report types — if you don't see the Hashing column, contact your CSM
You can now create custom API connectors for any data source directly from the AI Agent chat interface. No separate forms, no coding — just describe what you need, and the AI Agent handles the rest.
How it works
Ask the AI Agent — open the AI Agent chat and say something like "Create a custom connector for [platform name]."
Fill in the details — provide the data source name, authentication credentials, and optionally a link to the vendor's API documentation and any specific requirements.
Let the AI build it — the Agent sets up an isolated sandbox, reads the API docs, generates the integration, tests it, and deploys it to your workspace. You'll see real-time progress in the chat.
Explore your data with Discovery API
Once the connector is live, you can explore available endpoints and run test queries right from the chat:
"Show available data for my [platform] connection via Discovery API"
"What endpoints are available in my custom integration?"
"Run a test query to get data from [specific endpoint]"
The AI Agent automatically generates documentation for all discovered API endpoints.
Key benefits
Chat-first experience — everything happens inside the AI Agent, no context switching.
No technical requirements — create integrations without coding knowledge or API expertise.
Rapid implementation — connect to new data sources in minutes, not days.
Secure sandbox — all implementation runs in isolated environments with credential protection.
Build complex data models through conversation. Describe what you need in natural language, and the AI Agent handles exploration, schema design, joins, and validation automatically.
Explore available tables and schemas
Design and configure transformations
Build and validate recipes end-to-end
Get recommended next steps
Full control throughout—adjust via chat or edit in recipe configuration.
Also New
The AI Agent button in Transform Wizard now opens directly in Improvado Agent with the Recipe Skill initialized.
Improvado dashboards are evolving into a full business intelligence platform — with developer-grade flexibility, deeper data control, and a faster, more intuitive experience for every user.
Custom Widgets
Embed any custom HTML visualization — built with D3, Chart.js, or any other library — wired directly to your connected data sources and dashboard filters. Full flexibility, zero compromise.
Custom SQL
Every widget can now run custom ClickHouse SQL with dynamic placeholders. The built-in Query Viewer lets you inspect the exact query being executed — full transparency into what's powering your data.
Pages
Dashboards are now full multi-page applications. Organize content across pages with List or Tabbed navigation. Pages load independently, keeping performance fast even as your dashboards grow in complexity.
Other updates:
Shared filters now apply across all widgets simultaneously
Auto-complete speeds up navigation for filters and custom metrics
Metric aliases let you display data in your team's own terminology
Table widgets now support CSV and text export
Aggregation methods in Table widgets are fully configurable
Date range picker refreshed with more presets and a cleaner UX
Faster data fetching speeds up load times across all dashboards
Take full control over which accounts get synced when connecting credentials. Previously, authorizing a connection automatically pulled in every account, including ones you didn't need, leading to cluttered workspaces, unwanted data, and potential privacy concerns. That's now a thing of the past.
Choose the sync mode that works for you:
Sync all accounts — all current and future accounts are synced automatically
Select specific accounts — only your chosen accounts are synced; new accounts added later are excluded by default
We've redesigned how you configure filenames and folder paths for file destinations. The new interface includes a live preview of the generated path pattern, an interactive template builder with variables, and improved validation with clear visual feedback.
In-Context Field & Template Descriptions
Extraction templates and individual fields now display description tooltips directly in the setup wizard. When selecting a template or configuring dimensions and metrics, hover over the ℹ️ icon to view detailed descriptions without leaving the workflow.
Flat Data Extracts via AI Agent
You can now create extracts for Email, File Import, Managed SFTP, and Managed S3 integrations directly through the AI Agent. Simply upload a file or specify a remote path, and the Agent will configure the extraction automatically.
Customize dashboard appearance with whitelabeling, logos, color palettes, and light/dark mode—available in the editor or via AI Agent.
Generate full dashboards or make targeted changes using simple prompts—add branding, create visualizations, adjust formatting. Supports time-series trends, comparisons, and widgets like charts, tables, KPI scorecards, and funnels.
The AI Agent can also update formatting across multiple widgets at once and create reusable custom views:
Sharing
Flexible visibility controls: workspace-wide access, invite-only, or public links for external stakeholders.
Other Improvements
Now you can apply reusable custom metrics and fine-tune per-metric formatting (axis labels, tick marks, display settings).
Take control of your workspace with the new Data Deletion feature. You can now delete data tables directly from the UI, making it easier than ever to clean up irrelevant objects and keep your environment organized.
When you delete a data table, all associated extract orders, load orders, and saved data are automatically deleted, where manual cleanup is not required.
The naming convention setup has been redesigned as a streamlined wizard. Instead of navigating a complex interface, you can now create naming conventions quickly by following the guided steps from start to finish.
You can now assign account owners from Settings to enable MDG Dashboard filtering. Once assigned, account managers can filter the dashboard to view only their accounts and associated rules, making it easier to focus on relevant violations and compliance metrics.
We’ve improved the Flat Data experience to give you more control over how data is written and to make the setup flow clearer and more consistent across all Flat Data integrations. This update includes:
Write strategy: You can now define how new data is added for any Flat Data extracts using the new Write strategy setting - including overwrite and upsert-based options.
Configurable key fields for Upsert strategies: When using Upsert, you can explicitly select which fields act as keys. These fields define record uniqueness and control whether rows are inserted or updated.
Streamlined Flat Data UI: The setup flow has been simplified and unified across all Flat Data integrations.
We’ve taken a big step toward a more cohesive product by merging the Core Product and AI Agent UIs into a single, unified experience. As part of this update, we’ve introduced:
One unified side menu across the entire platform (Core Product + AI Agent)
Quick actions menu for fast access to creating any objects
Whitelabel logo support in AI Agent
This update improves overall consistency and makes AI feel like a natural, integrated part of the platform - without changing existing user workflows.
AI now automatically creates dashboards, manages charts, and optimizes layouts. You retain full manual control to tweak, adjust, or refine results at any time.
The Data Explorer now shows whether automatic extraction is enabled for each table and displays data lineage for improved visibility into dependencies.
The run history view now provides detailed records of extract and load order executions from the last 60 days, including statuses, timing, and performance insights.
Data tables, connections, and destinations can now be grouped by their source or destination, making large sets of items easier to navigate and manage.
We’ve added more flexibility when connecting Azure Blob Storage as a destination. You can now authenticate using either a SAS Token or a Service Principal, depending on your organization’s security and access needs.
Automated Recipes introduce a new way to build and manage data workflows that configure themselves.
Unlike standard recipes, Automated Recipes automatically handle extract setup, data source connections, and dependencies - allowing you to create complete, production-ready workflows in just a few steps. Once created, your recipe automatically extracts and transforms data according to your configuration - keeping your workflows up-to-date without ongoing maintenance.
Custom Recipe Templates make it easy to turn any existing custom recipe into a reusable template. This allows teams to standardize workflows, maintain consistency, and deploy tested setups across multiple workspaces with a single click.
The new Import Data via CSV feature allows you to update large volumes of naming data — such as IDs, assets, creatives, or other taxonomy elements — in bulk, directly from a CSV file. This makes it easier to maintain and refresh existing taxonomy data without manual editing.
This update entirely removes manual configuration, making rule creation faster and accessible to anyone who understands the business, not just analysts. Major improvements include:
Faster setup: Rule creation now takes seconds instead of several minutes of manual configuration.
Higher-quality rules: AI automatically selects the correct tables and metrics, reducing human error and misconfigured logic.
Real-time visibility: New rules appear on the Governance Dashboard within minutes, with live previews and up-to-date results.
The AI Agent can now fully automate extract and load workflows. It identifies data sources and templates, estimates volumes, and schedules extractions and loading automatically. Complex data workflows are now faster, easier, and fully managed within the platform.
Now, instead of pulling entire tables, you can write your custom SQL query directly in the flat data extraction flow. This gives you more control to pre-filter or group your data before extraction, speeding up the process and reducing unnecessary load. Simply select Enter SQL query option, write your custom SQL query, validate it, and you’re ready to go.
Note: This feature is currently available only for Snowflake and Google BigQuery flat data ingestions.
The Usage page now provides a clearer view of how credits are used. Each tool call and action is detailed, with examples showing typical usage patterns.
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.
We’re excited to announce Native Dashboards, a powerful new way to create and share dashboards — in real time, simply by asking.
With AI Dashboards, you can:
Create dashboards instantly: Just describe what you need in plain English, and the system builds it live using your data.
Edit with natural language: Update dashboards on the fly — no rebuilding or manual setup.
Share securely with anyone: Generate a link and share dashboards externally, even with users outside Improvado.
Customize everything: From metrics and filters to layout, branding, and styling — every detail is in your control.
Native Dashboards adapt to your data, your business logic, and your workflow. You’ll go from raw data to interactive insights in minutes — without writing a single query.
Now every recipe change is saved automatically. View History to see past versions, compare edits, or restore a previous state—without affecting load config.
Extraction orders from invalid connections will now automatically transfer to matching active accounts—keeping your data flowing without manual fixes. You can enable or disable this feature in your Organization Settings.
We’ve made two improvements in Settings tab to streamline your experience:
1️⃣ Settings tab split
The Settings tab is now divided into Organization Settings (for workspace-wide configurations) and Profile Settings (for personal preferences). Clearer navigation, fewer clicks!
2️⃣ Data Delivery ETA in UI
Customers can now set their Data Delivery Time & Timezone directly in Organization Settings — no CSM ticket required!
Note: Only owners can edit, others can view only. This helps power accurate delay monitoring in the Dataflow Dashboard.
We’re introducing Pre-filter Extraction, a new option designed for advanced users who want more control over their data extraction. This feature allows you to apply filters before extraction begins, helping you limit the data pulled to only what’s necessary. It’s particularly helpful for data sources with strict limits.
Availability:
Pre-filters are available only for Custom (wide) configurations.
Currently available for GA4, CM360 (by Advertiser) (with more data sources to come!).
🛠️ This is an early version, available as an optional settingfor advanced users. We're planning to add AI Agent support in the future, so you won’t need to write filters manually.
Equipped with in-depth marketing and analytics knowledge, our new AI Agent can handle 99.5% of routine analytics tasks, helping you answer day-to-day data questions — instantly.
Here’s what you can do now:
Get answers and recommendations without involving analysts or engineers
Generate reports, charts, and dashboards in just a few prompts
Schedule insights delivery via email or your favorite messenger
Using Improvado’s new AI Agent saves your marketing team up to 30 hrs/week.
Our naming convention solution was previously part of the Marketing Data Governance product. Now, it’s available as a standalone module as well— and goes beyond monitoring campaign naming issues to automatically fixing them, whether used on its own or as part of MDG.
Here’s what it does:
Audits campaign naming across platforms in real time
Fixes issues fully hands-free or with your approval
Syncs fixed naming back to your ad platforms
This update will help you enforce naming standards and truly maximize ROAS.
AI Agent for Transformation helps you build, debug, and optimize transformations directly inside your Transformation Wizard — from formulas to joins, filters, and beyond.
You can now create and assign custom labels to your custom extraction templates. Use labels to organize your templates with meaningful tags that suit your specific needs and quickly filter by label to find what you need—no more scrolling through long lists.
Transformation Recipes now have clear Staging and Production statuses, allowing you to test changes before they go live.
⭐ Key Improvements:
Safe Staging: Build and test on 60-day sample data without affecting production
Real-Time Validation: Instantly catch issues with complexity, compatibility, and resource usage
Streamlined Deployment: Confidently move tested transformations to production with clear status indicators and manual controls (Run Load, pause, multi-step flows).
We are pleased to announce the launch of Lineage UI, a powerful new feature designed to enhance visibility into your data ecosystem within the Improvado platform. This tool provides a clear, interactive visualization of data relationships, dependencies, and workflows, empowering teams to track their data flows.
Key features:
🚀Can help to track data flow across transformations and tables, giving you deeper insights into your pipeline.
✅ Trace data issues back to their source by visualizing transformation history and dependencies.
Note: At launch, Lineage UI will include Extract and Load tables only, with AI Recipes tables support coming soon.
Introducing our new Marketing Data Governance solution—streamline your naming conventions, enhance data clarity, and build trust in your analytics. Simplifying data management starts here.
Configure data loading directly within the transformation wizard. No more switching contexts — choose the destinations, schedule and load data in one place.
🔐 We’re thrilled to introduce SAML SSO and Shibboleth SSO support, empowering organizations to streamline secure access to Improvado while maintaining rigorous authentication standards.
SAML SSO: Supports SAML 1.0/2.0 for password-free authentication, integrating seamlessly with your Identity Provider (IdP).
Shibboleth SSO: Dedicated compatibility with Shibboleth’s SAML-based identity solutions, including attribute release policies.
✔️ Scheduled extractions now display a warning message when the extraction time exceeds the sum of the Data Delivery ETA and the average sync time (calculated from the report’s median dataflow duration over the past 60 days). This alert provides a recommended extraction time range to help avoid delays and maintain SLA compliance. Adjust your schedule directly from the warning to optimize data delivery.
🎉 We’re proud to announce Request Credentials feature! Now, you can request external users’ credentials to establish new connections directly in Improvado UI. Simply generate a secure link from the Connections page and send it to your recipients. Once approved, your connection will automatically update with an External label. Get started and simplify your connection process today!
ℹ️ Note: This feature is currently only available upon request. For further details, please reach out to your CSM.
🚀 Introducing our newupdate, designed to eliminate the time-consuming manual entry of table names for custom configurable reports.
This feature automatically generates appealing table names based on the selected dimensions, reducing confusion and enhancing transparency between tables. The streamlined naming process not only simplifies your workflow but also speeds up the overall extraction flow for a more user-friendly reporting experience. We've also updated all extraction orders naming for custom report types to a new format that includes data table name (e.g., highlighting time granularity directly in the order name).
🔥 We’re introducing Transformation Statuses to simplify recipe management!
Now, you can easily switch between Draft (editable, test-safe) and Active (production-ready) modes to modify logic without disrupting live data flows. Safely test changes in Draft, activate when confident, and let autoload handle the rest — or trigger loads manually. This update ensures clarity, reduces redundancy, and safeguards your operations.
💥 We are excited to introduce our new Bulk Actions update designed to enhance your workflow efficiency. With this update, you can now easily select multiple connections or orders and take bulk actions such as deleting, running, pausing or unpausing them—saving you time and effort.
✅ Key Enhancements:
Streamlined Navigation: This update affects the following tabs:
~Extraction orders (within connections and data tables)
~Connected sources
Select All Button: Easily select all connections/orders at once by clicking the new Select all button.
🔥 We’re delighted to introduce you to the new AWS S3 (external buckets) integration, now available as a self-serve Flat Data source! Seamlessly connect existing AWS S3 buckets and automate data extraction with Improvado’s intuitive interface.
✅ Key Features:
Direct Integration with External S3 Buckets: Securely connect to your own AWS S3 buckets without migrating data to an Improvado-managed instance.
Flexible Configuration: Set extraction schedules, define table metadata, apply skip rules, and customize filters for precise data ingestion.
✨ We're excited to announce our new PII Labels feature! Fields containing sensitive personal data are now clearly marked as PII in the Label column. This update empowers you to easily identify and exclude such fields from your reports.
We're excited to introduce the new Custom Wizard feature, empowering you to build custom transformations by assembling modular workflow steps tailored precisely to your needs. With complete control at your fingertips, you can easily create a blank template, add and manage a variety of steps—like blending, filtering, joining, and grouping data—and adjust each step on the fly. Elevate your data transformation process with a tool designed to make your data actionable and analysis-ready.
We’re excited to introduce Shareable Dashboards, making it simple to collaborate with external stakeholders. With just a click on the Share button in the top-right corner of your dashboard, you can generate a public link that lets anyone view your dashboard.
We’re pleased to unveil the Import Columns to Blend Data feature, designed to streamline your workflow. This enhancement allows you to quickly bulk import columns from previous steps or existing tables, making data integration smoother than ever.
Introducing our Looker Dashboard built on rules loaded in GBQ. This powerful governance dashboard allows you to build and deploy your rules as seamlessly as you do with transformations, enhancing your data governance capabilities.
We’re thrilled to unveil our new Recipe Templates View, complete with a preview of your recipe dashboards. Plus, you can start fresh with a blank template, giving you the flexibility to build the perfect recipe from scratch.
The Custom option in the Lookback Window field enables users to specify their preferred lookback window, allowing for precise control over the desired date range. This option complements the preset choices of Live, Default, and Max, providing both flexibility and convenience.
This enhancement makes it easier to tailor lookback windows to specific needs while retaining the simplicity of preset scheduling options.
We’re excited to announce the rework of the Conflicted Orders resolution process, which is now live as part of the Extraction flow! This update simplifies and streamlines the experience, making it easier for you to handle conflicting extraction orders in a single action.
We’re excited to announce the launch of Custom Transformation, a powerful new feature that gives you complete control over your data workflows.
With Custom Transformation, you can:
Create workflows step-by-step with modular actions like Blend Data, Filter Data, and Join Data.
Customize and refine transformations as needed.
Build tailored solutions to meet your specific data needs.
This update simplifies complex data processes and empowers you to design workflows that are as unique as your goals. Start transforming your data today! 🚀
We’ve made the authentication process smoother and more user-friendly! The auth page now features an integrated setup guide, providing step-by-step assistance without needing to open a separate tab. This update streamlines setup and ensures you have all the information you need, right when you need it.
We’re excited to unveil a refreshed design for data source tiles! Categories are now displayed as tags within each tile, making it easier to navigate and understand the available options. Explore the updated design on the Data Sources List page!
Transforming your data just got more straightforward and more efficient! We’ve added new operators to Self-Serve Data Transformation to help you organize, filter, and merge your data with ease:
Blend Data: Unify your data from multiple sources into a single, cohesive dataset
Filter Data: Use versatile filters to narrow down datasets and transformation outputs.
Group Data: Aggregate and organize data to enable structured management of large datasets.
⭐Join Data: Seamlessly merge datasets within your workflows for enhanced integration and flexibility.
These enhancements empower you to transform data effortlessly. Watch the video below to learn more!
We’re excited to announce the release of Data Preview as part of our Data Explorer! This new feature gives you more control and insights into your extracted data.
Key Highlights:
Preview Before Loading: View table data before sending it to its final destination, giving you more confidence in your data quality.
Unified with Transformation Wizard: This integration provides a seamless experience in inspecting and transforming data.
Grouping and Filtering: Easily organize data by specific criteria to better analyze and manage your datasets.
Discrepancy Research: Use Data Preview to investigate any potential inconsistencies within your data.
Data Preview allows you to hide or show columns, group data based on selected dimensions and metrics, and apply filters to explore your data in convenient way.
These rules allow you to understand the health of your data across UTM, naming convention and marketing campaigns themself. It shows how your data is ready to be transformed.
Data Integrity
These rules allow you to set up alerts on any potential problems with extract, load, connections.
Now you can apply Pause/Unpause, Run actions to any selected orders on the current page. Before, only Transfer & Edit were available for bulk selection.
Also, Run (prev. Run Extraction) now supports multiple orders!
Currently, available only for Extraction orders on Connection Details pages & Data table pages.
We're excited to introduce new user roles, allowing you to assign and manage access within your team based on specific job responsibilities. This update ensures tailored permissions, providing the right level of access while maintaining data security and operational control.
We’re introducing Data source labels to help you quickly identify new, deprecated, or soon-to-be-sunset data sources. These labels can be found on the Data Sources page and ConnectionDetails pages, as well as on our Integrations website page.
Explore how you can simplify data modeling with an intuitive, step-by-step flow that enhances self-service, streamlines recipe management, and automates model updates.
✅ Key Features:
Blend data across multiple data sources
Apply custom formulas on any dimension
Filter data
Every step is powered by AI, enabling a seamless user experience.
This feature empowers you to effortlessly build and refine your data models, ensuring that the AI works precisely according to your specifications. Whether you need to adjust naming conventions, handle paid search data, or manage cross-channel data, our AI Agent simplifies the process.
We are excited to introduce AI Notebook Scheduling, a powerful new feature designed to automate recurring tasks like data analysis, model training, and report generation.With AI Notebook Scheduling, you can automate the execution of your AI notebooks according to a predefined schedule. Configure your notebooks to run automatically at specific times or at regular intervals, saving you time and reducing the need for manual intervention.
The Mapping feature allows you to create fully customized mappings across different data sources using a simple, no-code interface. This feature not only simplifies the integration process but also enables you to manipulate data by adding calculated fields, applying filters, and using mathematical operations and conditional logic to transform raw data into insightful metrics.
This tool provides comprehensive sections and charts to help you understand your compliance metrics and performance. With this feature, you can analyze critical data and use these insights to enhance your campaigns effectively.
The Rules Library is a collection of pre-built rules that we have created within Improvado. It contains rules from various categories and directions, making it easier than ever to implement complex logic and data transformations. You can select a rule from the library and simply adapt it to your needs, streamlining your workflow and saving valuable time.
We're thrilled to announce the rollout of a new Save as a template feature, which brings significant enhancements and expansions to the Data Extraction flow.
✅ To streamline workflow and enhance your experience, we have provided you with the ability to create and update custom extraction templates directly within the extraction flow.
This feature automates the execution of all cells within a notebook with a single click, streamlining workflows by eliminating the need for manual sequential runs. Simply click the Run All button to execute all cells from top to bottom, enhancing efficiency in data analysis processes.
We are delighted to announce that we've significantly upgraded our AI Agent! Here are some major updates to highlight:
AI Notebook Starter Pack
In the notebook history, you have one pinned notebook, inside it you can find a lot of very useful information: documentation, videos with use cases, and all available recipes. This is the entry point to start using our AI Agent to solve any marketing and analytical problems.
We have released the ability to use pre-built recipes for a large number of cases: naming convention handling, paid search, cross-channel, and much more. That is, you create a recipe from a template and then simply adapt it to your needs.
This feature allows you to create a fully customized mapping, allowing to manipulate data by adding calculated fields and applying filters. This manipulation includes mathematical operations and conditional logic to transform raw data into insightful metrics.
We are thrilled to announce enhancements to our dashboard that provides an in-depth analysis of your data usage📊
What has been changed?
📌 Naming: Usage Dashboardto Usage Stats. 📌 Improved Visualization: Clearer and more interactive graphs to track data usage over time. 📌 Enhanced Data Breakdown: More detailed comparisons of data usage across different periods and categories. 📌 User Experience: A more intuitive layout. 📌Filtering Functionality: Lots of filtering options were added.
🚀 We are glad to announce enhancements to the Flat Data configuration flow: updated skip rule & date column
📌 Skip rule: Now you can add one custom rule! (can be combined with Skip empty rule) 📌 Date column: A wide range of date formats was added for more flexibility
We are thrilled to unveil the complete redesign of Your Team page with the new Members table, which combines Employees and Invited users and even provides tools for Advanced User Management!
📌 Key Features:
New Your Team page 🔥
~Filter users by roles & workspaces
Advanced User Management 🔥
~New User Invitation flow - now you can invite users to multiple workspaces simultaneously from Your Team page
~Assign an Owner role to a user
~Remove users from a workspace
Edit workspace details 🔥
Redesigned Welcome Form for the new member 🔥
✨ It's available to all users, even if the workspaces feature is not yet enabled for your Improvado instance!
New Recipe is available on the platform - Programmatic. It's visualized as a separate tab on the Marketing Dashboard.
A bunch of the Recipes were implemented as the AI Transform document and can be used as templates! We already have the following reports developed based on the AI Transform:
Paid Search (Basic Performance)
Paid Social (Basic & Geo Performance)
Cross Channel (Basic Performance)
October 2023
Data Extraction Data Load AI Agent Instant Intelligence Flat Data Ingestion Monthly update
We have moved to a new powerful model that has shown a two-fold increase in the speed of operation.
Released the Company Rules feature, where companies can describe their unique rules, definitions, designations, and the AI Assistant will execute them. You can learn more in the article.
Launched a new Interpret Results feature
This feature allows for the analysis of SQL execution results and gaining insights from the data.
Updated the TableChooser
Now, when selecting tables, all necessary meta-information is available: table descriptions, date of last update, table name, and its designation.
Run Extraction & Run Load buttons
🎉 Now you can start Extraction and Load Orderswith the selected date range!
🎯 The new Run Extraction and Run Load buttons are available in:
It significantly simplifies and speeds up file import to Improvado since now it's a self-serve flow! You can check out the demo we created specifically for this feature here.
✅ MVP Key Features:
Import CSV/TSV files directly via Improvado UI
Configure settings (table name, skip rule, etc.)
Upload additional files with the same structure to one Data Table
Also, we've added a new Data Source Category: Flat Data (Google Sheets & File Import).
We're given a refreshed makeover to the Extraction template filter! Now, searching and filtering metrics and dimensions have become even easier and more intuitive than before.
The revamped Extraction template filter can be found on the 2nd step of the Extraction flow.
The Email Marketing Recipe provides you with actionable and historical email marketing data, as well as predictive analytics in some situations, about the performance of your email campaigns allowing a lot of actionable directions, such as A/B testing, in order to drive engagement, and ultimately revenue.
The marketing value and goal of this Recipe is to help you understand, optimize, and improve your email marketing campaigns.
Workspace is a special environment that is isolated from other such environments and all entities within this environment are available only to a specific group of users.
Key Features:
Creation of workspaces via UI
Separation of the main entities of Improvado (connections, extracts, data, loads)
Separate user access to main entities of Improvado
Basic user management via Workspace (adding users to workspaces)
Extract data from Google Sheets via User Interface 🔥
Before it was a custom option, but now we are adding it to our Data Extraction User Interface as a fully self-serve flow, significantly simplifying and speeding up the import of data to Improvado via Google Sheets.
Key Features:
Connect an account with Google Sheets.
Import data from your spreadsheet using the URL (select a tab and columns).
The Ad Preview Recipe empowers your analytics on the paid advertising campaigns by introducing the ad creative previews provided as separate reports for every ads data source you have connected if they support creative previews extraction.
Key features:
Enable Ad Preview self-serve instead of only by request
All Report types available for Ad Preview are displayed on the UI via Recipe Observability.
Understand what is happening at the specific time with your Ad Preview
All media is stored in Improvado’s AWS S3 so you shouldn't worry about the storage and the expiration of your images.
The Mobile Analytics Recipe is a powerful solution that combines data from marketing data sources (such as Branch, Kochava, Adjust API, AppsFlyer, and others) to create a comprehensive view of mobile marketing performance.
Set up the subscription via Improvado Notification Center to monitor your connected data sources, destinations, extraction, and load orders! You can also redirect our notifications to your Slack channel.
Google Analytics 4 API configurator allows you to create custom extraction templates with flexible dimension settings.
There is no binding to the data structure specified in Improvado. Any set of compatible dimensions and metrics allowed in the GA4 API is available for extraction.
See the true value of every marketing touchpoint. Connect all dots between marketing, sales, and finance data to calculate LTV, forecast ARR, optimize bidding strategies, and precisely measure the ROI of your campaigns.
We’ve created Migration Kit to easily combine your old UA and new GA4 data.
After the sunset of Google Universal Analytics, you can continue to use existing reports from UA with new data from GA4. Our Google Analytics 4 Migration Kit allows you to:
Save time and eliminate the need to perform your own mapping from UA to GA4.
Ensure continuity by using existing reports from UA with new data from GA4
Mitigate downstream changes and continue to use existing dashboards with UA tables.
Preserve historical data by using account naming from both GA4 and UA, within the same table.
You will get your data faster thanks to incremental load for all recipes. It significantly improves data load speed and reduces the workload on our infrastructure
New TikTok mapping was added in Paid Ads Age & Paid Ads Gender performance reports
Simplified the process of adding new fields and changing report types in MCDM mapping
Normalization updates
Optimized determination of the age groups in MCDM Age Normalization. Now the groups that were marked not identified will be presented as separate age groups
New version of the Marketing Common Data Model User Interface
Now you can manage the recipes available for you (e.g., apply changes in custom mapping) and check the status of your models, look through the list of other recipes and, request them in one click!
The Paid Ads Google Analytics Recipe provides analytics on marketing channel performance with granularity on web analytics metrics such as users, sessions, events, purchase, and revenue.
We’ve implemented Workload Identity Federation authentication type for Google Big Query and Google Cloud Storage. This approach eliminates the maintenance and security burden associated with service account keys.
Service Desk improvements 🎉
Feedback or suggestion request type
The new Feedback or suggestion request type is now available via Improvado Service Desk.
We have added two new data sources with the following report types:
Brandwatch
Top Authors report type
Twitter Insights report type
Total Mentions report type
Topics report type
Pardot API
Visitor Activity report type
Prospects report type
Prospect Accounts report type
Opportunity report type
Campaign report type
API changes
Criteo
We have upgraded our Criteo API from v2022.01 to v2022.04. For more information, see Criteo API documentation.
Amazon MWS API
All new API functionality is built in SP-API, with updates to Amazon MWS only to support business-critical changes. Now many report types are not available. So, we recommend you connect the new Amazon Selling Partner for Sellers data source instead of Amazon MWS.
New Report Types
The following report types are available starting this month:
Marketo
Program Members report type
Basis Platform API
Conversion Entity report type
AppsFlyer
Daily Partners Report (User Acquisition) report type
Daily Partners Report (Retargeting) report type
Bing
Campaign Goal report type
Outreach
Sequences report type
Tasks report type
Users report type
Facebook
Ads Creative Platform Position report type
Google Ads
Geo Adgroups State City report type
You can find detailed information about these and other report types and their corresponding metrics in the Data Dictionary.
You can find detailed information about these and other report types and their corresponding metrics in the Data Dictionary.
API changes
VK Ads and VK Groups
We have upgraded our VK Ads and VK Groups connectors from version 5.71 to v5.131 of the VK API. For more information, see VK API documentation.
Google Ads Beta API
We have upgraded our Google Ads Beta API from version v6 to v8. For more information, see Google Ads API documentation.
Twitter
We have upgraded our Twitter provider connectors from version v8 to v9 of the Twitter Ads API. This affected the Promoted Tweets With Cards and Promoted Tweets Country Metro report types:
We have upgraded our Google Ad Manager provider from version v202008 to v202105 of the Google Ad Manager API. For more information, see Google Ad Manager API documentation.
New month, new integrations! Today we have a new Placed provider with 2 report types:
Campaign
Campaign Total
You can find detailed information about these and other report types and their corresponding metrics in the Data Dictionary.
API changes
Criteo
Since May 24th, 2021 Criteo deprecated the previously functional MAPI service, which may cause inconsistencies in the Criteo data extraction process. Learn more here.
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