One-click reports
The ready-made reports you can ask the agent for with a single click.
Nine reports sit one click away: as chips under the composer on Home and in an empty full-page chat, and as slash commands in any chat. Each one sends a fixed question to the agent, which reads your account's numbers and writes the report.
The nine reports
| Chip | Slash command | What you get |
|---|---|---|
| Triage the account | /account-triage | A ranked list of issues, risks and opportunities, 7 items at most |
| Scale the winners | /scale-finder | Candidates sorted into scale now, scale cautiously and don't scale yet |
| Recap the last 24h | /change-recap | Each change labelled, for example normal volatility, operationally caused or tracking anomaly |
| Find creative winners | /creative-winners | Winners by type, with the winning angle and fatigue risk |
| Write a client update | /client-summary | A subject line, a client-ready summary and internal notes |
| Forecast month-end | /pacing-forecast | Projected spend, results, CPA and ROAS, with pace and gaps |
| Today's Pulse | /today's-pulse | A short daily briefing |
| Audit creative fatigue | /creative-fatigue-audit | Ads that are tiring and need a refresh |
| Team report | /team-report | Who did what over the last 7 days |
To use a slash command, type / in the composer, pick the command and send. It sends the same question as the chip.
Rules every report follows
- 7 days by default. One day is treated as noise. Comparisons use your own history, including the same weekday in past weeks, never industry benchmarks.
- No verdict on anything too new. Anything edited in the last 72 hours is shown as in observation, not judged. A verdict on an ad also needs 7 or more days and 30 or more conversions; triage and the daily pulse skip anything with under 3 days of data.
- Metrics, not images. The agent reads names, formats and numbers. It doesn't look at your images or videos, and it doesn't critique copy.
- One account at a time. If you have more than one ad account connected and you haven't said which, the agent asks first. With a single account it just uses it.
- Nothing is changed. Reports only read. If you want to act on one, ask the agent in the same chat.
Triage the account
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Good morning, Maya
2 sign-offs waiting · 3 tasks running · $138,530 spent recently
Only page views are tracked
Your pixel is live, but no conversion event has ever fired, so no ad can be optimised towards a sale or a lead.
Vela Supplements · US-1 has spent $1,612 today. The rule pauses the ad set with the highest CPA so the account stays near its $1,500 daily limit.
This ad set has held a ROAS above 3 for 7 days at a $20 CPA. Raising its share of the campaign budget from $300 to $450 a day keeps the campaign total at $1,100.
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Asks "What needs my attention today?". You get at most 7 items, ranked by confidence and size. Each item names the campaign, ad set or ad, gives the evidence across 24 hours, 3 days and 7 days, a likely cause, a recommended action and a confidence level. On a quiet account you get one line saying nothing needs you, plus the single most useful improvement.
Scale the winners
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Good morning, Maya
2 sign-offs waiting · 3 tasks running · $138,530 spent recently
Only page views are tracked
Your pixel is live, but no conversion event has ever fired, so no ad can be optimised towards a sale or a lead.
Vela Supplements · US-1 has spent $1,612 today. The rule pauses the ad set with the highest CPA so the account stays near its $1,500 daily limit.
This ad set has held a ROAS above 3 for 7 days at a $20 CPA. Raising its share of the campaign budget from $300 to $450 a day keeps the campaign total at $1,100.
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Asks "What should I scale today?". Each candidate gets a label:
- Scale now: efficient, stable across 3 and 7 days, with real volume (7 or more days and 30 or more conversions, or spend of at least twice the target CPA) and no fatigue.
- Scale cautiously: winning, but on thinner evidence.
- Do not scale yet: volatile, tiring, too new, or carried by one large order.
Every recommendation comes with a method (for example, raise the budget 15 to 25% on a mature winner) and a pullback threshold that tells you when to reverse it.
Recap the last 24h
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Good morning, Maya
2 sign-offs waiting · 3 tasks running · $138,530 spent recently
Only page views are tracked
Your pixel is live, but no conversion event has ever fired, so no ad can be optimised towards a sale or a lead.
Vela Supplements · US-1 has spent $1,612 today. The rule pauses the ad set with the highest CPA so the account stays near its $1,500 daily limit.
This ad set has held a ROAS above 3 for 7 days at a $20 CPA. Raising its share of the campaign budget from $300 to $450 a day keeps the campaign total at $1,100.
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Asks "What changed in the last 24 hours?". Each meaningful change is compared with the day before, the 3 and 7 day averages and the same weekday last week, then labelled: normal volatility, positive signal, negative signal, operationally caused, tracking anomaly, needs more time or actionable now. Tracking anomalies come first. The agent checks your team's activity log for launches, pauses and edits before it blames performance. A quiet day gets one line.
Find creative winners
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Good morning, Maya
2 sign-offs waiting · 3 tasks running · $138,530 spent recently
Only page views are tracked
Your pixel is live, but no conversion event has ever fired, so no ad can be optimised towards a sale or a lead.
Vela Supplements · US-1 has spent $1,612 today. The rule pauses the ad set with the highest CPA so the account stays near its $1,500 daily limit.
This ad set has held a ROAS above 3 for 7 days at a $20 CPA. Raising its share of the campaign budget from $300 to $450 a day keeps the campaign total at $1,100.
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Asks "Find my creative winners.". Winners are grouped by type, such as volume, efficiency, emerging or durable winners, or winners at risk of fatigue. Each shows the evidence, the winning angle (read from the ad's name, format, call to action and metrics), the next move and the fatigue risk. A confident winner needs 7 or more days and 30 or more conversions; anything thinner is labelled emerging.
Write a client update
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Good morning, Maya
2 sign-offs waiting · 3 tasks running · $138,530 spent recently
Only page views are tracked
Your pixel is live, but no conversion event has ever fired, so no ad can be optimised towards a sale or a lead.
Vela Supplements · US-1 has spent $1,612 today. The rule pauses the ad set with the highest CPA so the account stays near its $1,500 daily limit.
This ad set has held a ROAS above 3 for 7 days at a $20 CPA. Raising its share of the campaign budget from $300 to $450 a day keeps the campaign total at $1,100.
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Asks "Write a client-ready summary.". You get three parts: a suggested subject line, a summary you can send (performance, what drove it, creative, actions taken, next plan) and internal notes with the caveats you shouldn't send. If you haven't given the agent a target, it either asks you for one or says plainly that the summary is based on your recent averages.
Forecast month-end
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Good morning, Maya
2 sign-offs waiting · 3 tasks running · $138,530 spent recently
Only page views are tracked
Your pixel is live, but no conversion event has ever fired, so no ad can be optimised towards a sale or a lead.
Vela Supplements · US-1 has spent $1,612 today. The rule pauses the ad set with the highest CPA so the account stays near its $1,500 daily limit.
This ad set has held a ROAS above 3 for 7 days at a $20 CPA. Raising its share of the campaign budget from $300 to $450 a day keeps the campaign total at $1,100.
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Asks "Forecast my month-end pacing.". You get projected month-end spend, conversions, revenue, CPA or CPL and ROAS; current pace against required pace; the gap to budget and goal; campaign-level pacing; and suggested budget shifts. If you haven't shared a monthly budget or goal, the agent asks for it and forecasts on your current run rate meanwhile, labelled as such.
Today's Pulse
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Good morning, Maya
2 sign-offs waiting · 3 tasks running · $138,530 spent recently
Only page views are tracked
Your pixel is live, but no conversion event has ever fired, so no ad can be optimised towards a sale or a lead.
Vela Supplements · US-1 has spent $1,612 today. The rule pauses the ad set with the highest CPA so the account stays near its $1,500 daily limit.
This ad set has held a ROAS above 3 for 7 days at a $20 CPA. Raising its share of the campaign budget from $300 to $450 a day keeps the campaign total at $1,100.
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Runs the daily briefing. It's meant to be read in under a minute and has up to six parts: a status line, a performance snapshot of your main KPI, budget pacing, up to 3 creative highlights, up to 2 suggestions and changes from the last 72 hours. Parts with nothing to say are left out, so a healthy day gets a short pulse.
Audit creative fatigue
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Good morning, Maya
2 sign-offs waiting · 3 tasks running · $138,530 spent recently
Only page views are tracked
Your pixel is live, but no conversion event has ever fired, so no ad can be optimised towards a sale or a lead.
Vela Supplements · US-1 has spent $1,612 today. The rule pauses the ad set with the highest CPA so the account stays near its $1,500 daily limit.
This ad set has held a ROAS above 3 for 7 days at a $20 CPA. Raising its share of the campaign budget from $300 to $450 a day keeps the campaign total at $1,100.
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Asks the agent to audit creative fatigue and surface ads that need a refresh. This one isn't a fixed report template: the agent scores your ads with its fatigue check, which rates each one no fatigue, early, active or exhausted, then explains which ads to refresh.
Team report
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Good morning, Maya
2 sign-offs waiting · 3 tasks running · $138,530 spent recently
Only page views are tracked
Your pixel is live, but no conversion event has ever fired, so no ad can be optimised towards a sale or a lead.
Vela Supplements · US-1 has spent $1,612 today. The rule pauses the ad set with the highest CPA so the account stays near its $1,500 daily limit.
This ad set has held a ROAS above 3 for 7 days at a $20 CPA. Raising its share of the campaign budget from $300 to $450 a day keeps the campaign total at $1,100.
- All Accounts
- Import ad account
- Create new ad account
- Vela Supplements · US-1
- Vela Supplements · CA
- Harbor Coffee
- Nimbus Sleep
Asks for a team activity report for the last 7 days. The agent reads your team's activity log and summarises who did what. When it looks at the results of a change, it only judges changes older than 72 hours.