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Docs/Reports & Notifications

Scheduled Reports

Scheduled reports run AI-generated analyses on a recurring schedule and deliver the results to one or more messaging channels. You can set them up through the UI or by asking the AI agent.

Creating a Report via the UI

  1. Go to the Reports page
  2. Click "Add"
  3. Fill in:

- Name - A descriptive name (e.g. "Daily Traffic Summary for DailyPhotoTips")

- Prompt - What the report should cover (e.g. "Give me a summary of yesterday's traffic including pageviews, visitors, bounce rate, and notable changes")

- Schedule - Choose a preset (Daily, Weekdays, Weekly, Monthly) or enter a custom cron expression

- Time - What time the report should run

- Recipients - Add one or more delivery channels (email, WhatsApp, Telegram, Slack, Discord) with specific identifiers

- Site - Optionally scope the report to a specific site

  1. Click Create

Creating a Report via the AI Agent

Simply ask: "Send me a daily traffic report on Telegram at 8am for DailyPhotoTips"

The agent will use request_approval to confirm, then create the schedule with the correct channel identifier from your conversation.

Multiple Recipients

Each report can be delivered to multiple recipients. For example, you might send a daily report to your email and your co-founder's WhatsApp number. Add recipients using the "Add recipient" button.

Testing

Click the lightning bolt icon next to any report to run it immediately. This executes the full report (AI agent processes the prompt, generates the report, and delivers it) so you can verify the output before waiting for the next scheduled run.

Report Content

When a report runs, the AI agent receives your prompt along with instructions to:

  • State which site the report covers
  • Use real data from your connected sources
  • Skip unavailable comparisons instead of showing "unavailable"
  • Not ask follow-up questions or suggest creating more schedules
  • Keep the output clean and scannable

Email Formatting

Reports delivered via email are rendered as styled HTML with a dark theme matching the dashboard. Tables, headers, bold text, code blocks, and links are all properly formatted. The email subject uses the report name.