What are automated reports?

An automated report is an Intelligence report that runs on its own, daily or weekly at the hour you choose. Each run takes the newest articles from one source, such as a monitoring feed, runs your prompt on them and saves the result as a new report under Saved > Intelligence reports.

How do I create an automated report? shows the setup under Automate > Automated reports, and the blog post on automated reports introduces them.

Choose a source

A report reads a Feed, a Folder, a Tag, a Monitoring feed, a Monitored keyword or a Team channel. Monitoring feeds usually work best, as in a weekly overview of a monitored topic. Maximum number of articles is 10 to 50, and a concise set gives more reliable results.

The articles in each run

A daily report reads the articles of the 24 hours before the run and a weekly one those of the 7 days before, newest first and up to the maximum, skipping articles a successful issue used in the last 90 days.

The result is saved in your account, not emailed: a new Intelligence report under Saved > Intelligence reports with Articles used: at the end. To receive each one by email, create a rule with the trigger New Intelligence report and the action Send to email.

Skipped and failed runs

A run with no new articles is skipped, and a failed run emails you the reason, once for a row of failures. If the source is deleted, the report pauses until you edit it and choose a new source, and when the month's Intelligence tokens are used up the run fails, unless you use your own API key.

Manage your automated reports

Each row shows the name, schedule, source and issue count, a switch to pause or resume the report and a ⋯ menu with Edit report, Clone report and Delete report. Click a row to see its Past issues. An account holds up to 50, and on Team Intelligence plans Manage Team > Automated reports holds the team-wide ones.

Plans and limits

Automated Intelligence reports come with the Intelligence reports add-on on Pro and Custom plans or a Team Intelligence plan, and without it the page shows the add-on offer and runs stop.