Create your first workflow

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Create a reporting workflow

1. Go to AI Agents > Workflows and choose New workflow.
2. Enter a descriptive name, such as Weekly Example Brand review.
3. Choose a category. Available categories include Optimization, Reporting, Pacing, Creative, Targeting, CRM Sync, and Analysis.
4. In Define instructions, specify the accounts, reporting periods, metrics, output, and permitted actions.
5. Under Connected sources, select the platform connections and intended accounts.
6. Review Connected destinations. Configure email only if you intend to send the output to those recipients.
7. Choose Create workflow, then inspect the generated steps in the builder.

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Example instructions

Every run, retrieve the last 7 complete days of performance for the
selected Example Brand Meta account and the preceding 7 days.
Show spend, clicks, purchase results, currency, and missing data.
Produce a campaign table and three evidence-based recommendations.
Read only. Do not edit campaigns, update connected files, or send
email. If a configured destination conflicts with this, stop and
identify the conflict before running.

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Review before the first run