4.2 Create automation

Create from a template

Templates are the fastest way to start. Use them for daily reports, weekly reviews, inventory checks, ad checks, competitor monitoring, and other common tasks.

1. Open Automation.
2. Select Create automation.
3. Choose a template.
4. Edit the name and task brief.
5. Set the run time.
6. Save and test it.

A template is only a starting point. Before saving, replace the sample brand, product, project, metrics, and notification details with your own.

Create from scratch

If no template fits, create a blank automation.

1. Enter a clear name.
2. Select the role or assistant to run it.
3. Write the task brief.
4. Set the run time.
5. Save it, then run it once.

Use names that are easy to recognize later, such as:

• Daily ad anomaly check
• Weekly social content plan
• Monthly operations review

Write a useful task brief

Avoid a vague brief like “check my data”. Use this structure:

• What to review: ads, inventory, orders, content, competitors, or project progress.
• Scope: brand, product, store, project, or date range.
• Output: summary, checklist, suggestions, table, or alert.
• When to flag issues: which changes or thresholds should be highlighted.

Example:

“Check yesterday's Google Ads data every day. Review spend, CTR, conversions, and CPA. If CPA is 20% higher than the 7-day average, mark it as an issue and suggest the next action.”

Check before saving

Before saving, confirm:

• The name is easy to understand.
• The task brief is specific.
• The run time is correct.
• Required data or connectors are available.

After saving, run it once to confirm the result.