Automated Daily Reporting

Ads Morning Briefing — Daily KPI Updates

Every morning, before you open a dashboard, GetCarli delivers a unified briefing of your ad performance across Google Ads, Meta Ads (formerly Facebook Ads), and Shopify. Powered by Claude (by Anthropic) — spend, revenue, ROAS, top campaigns, and anomalies in one message.

What You Get Every Morning

Total Spend & Revenue

Yesterday's total ad spend across all platforms and total Shopify revenue attributed to those ads. Know your blended ROAS at a glance.

Channel Breakdown

Google Ads spend and ROAS vs. Meta Ads spend and ROAS. See which channel was more efficient yesterday.

Smart Alerts

Automatic flagging of: spend spikes, ROAS drops, campaigns paused or stopped, products out of stock, underperforming campaigns. No false alarms.

Top Performers

Best Google Search campaigns, Meta ad sets, and products from yesterday ranked by revenue and efficiency.

Why a Daily Briefing?

Stay Informed Without Work

No manual checking. No dashboard fatigue. Critical metrics arrive pre-analyzed.

Spot Trends Early

See anomalies and shifts before they become problems. React fast.

Team Alignment

Send to multiple team members or a shared Slack channel. Everyone sees the same numbers.

Timing & Customization

Delivered every morning at 8:00 AM in your timezone. You choose the channel (email, Slack, or both). Set custom alert thresholds. Configure which metrics matter to you. Once set, it runs automatically.

Delivery Options

Email

HTML email, mobile-friendly, scannable in under 60 seconds. Perfect for inbox-first teams.

Slack

Formatted message in your preferred channel. Integrates with daily standup workflows.

Both

Email for deep review, Slack for quick reference. Full team visibility.

Sample Briefing

YESTERDAY SUMMARY

Total Spend: €842 | Total Revenue: €3,241 | Blended ROAS: 3.85x

CHANNEL BREAKDOWN

Google Ads: €512 spent | 2.8x ROAS | Top: Brand Search (4.1x ROAS)

Meta Ads: €330 spent | 5.2x ROAS | Top: Lookalike DPA (6.1x ROAS)

ALERTS

⚠ PMax campaign "Summer Sale" spend down 40% vs prior day

⚠ Meta Lookalike Audience CTR dropped 15%

TOP PERFORMERS

1. Ceramic Bowl Set: €1,120 revenue | 34 orders | €31 cost/order

2. Geometric Mug: €890 revenue | 28 orders | €32 cost/order

Frequently Asked Questions

What time is the briefing sent?

By default, 8:00 AM in your timezone every weekday. You can customize to weekends, specific times, or daily.

Can I customize the metrics included?

Yes. Choose which platforms (Google, Meta, Shopify), which metrics (ROAS, CTR, conversion value, etc.), and which alert thresholds trigger notifications.

What if I only use one ad platform?

The briefing adapts. With just Google Ads + Shopify, you get Google performance, Shopify revenue, and ROAS data. Full value.

Can my team all receive the briefing?

Yes. Configure multiple email recipients, a shared Slack channel, or both. Everyone stays informed.

Is the briefing generated fresh each day?

Yes. Data is pulled in real time from your connected accounts at send time. Always current, never stale.

What KPIs are included in the morning briefing?

The Carli morning briefing includes total ad spend across Google Ads and Meta Ads, Shopify revenue attributed to ads, blended ROAS, channel-level breakdown (Google vs. Meta), top-performing campaigns and products, and smart alerts for anomalies like spend spikes, ROAS drops, or out-of-stock products. Claude analyzes all metrics via the Model Context Protocol (MCP) and highlights what needs your attention.

Can I customize the briefing schedule?

Yes, the Carli briefing schedule is fully customizable. By default it sends at 8:00 AM in your timezone on weekdays, but you can adjust to any time, include weekends, or set it to daily. Configure your preferred schedule directly in Claude by telling Carli your preferences — no dashboard settings needed.

Does the briefing include cross-platform data?

Yes, the Carli morning briefing combines data from Google Ads, Meta Ads, and Shopify in a single unified report. You see cross-platform ROAS, channel comparisons, and revenue attribution based on actual Shopify orders. This eliminates the need to check three separate dashboards and gives you a true blended performance view every morning.

What is a morning briefing for ad accounts?

A morning briefing is an automated daily report with key KPIs (ROAS, ad spend, revenue, top campaigns, alerts) — delivered via email or Slack each morning. Carli sends this briefing daily at 07:30 and uses Claude for context analysis: what stands out, what needs attention today, which trends are emerging?

How to automate ad reporting?

Automated reporting replaces manual dashboard checks. Carli offers three workflows: (1) Morning briefing (daily via email/Slack), (2) Full audit report (HTML, on demand), (3) Ad fatigue alerts (automatic when thresholds are exceeded). All through Claude — just ask.

Learn more