GoMarble Agents:

Scheduled reports and analysis are now fully intuitive - no need to prompt manually each time you want to setup a new schedule. They've been redesigned as Agents: set them up once, and they'll deliver your ad reports and analysis straight to your email or Slack on a recurring schedule.

You can start from a pre-built agent or create one tailored to your needs. This article walks you through everything you can configure and how to manage your agents once they're live.
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Step 1: Create an Agent
Go to Agents → Create New Agent → Build Your Own

→Name & Avatar

Give your agent a recognizable name.

→Job To Do

Describe what you want the agent to analyze. Think of this as the core instruction - be as detailed and specific as possible about the metrics, breakdowns, or insights you need. The more descriptive your prompt, the more precise and consistent your reports will be. You can also use one of our preset prompts (recipes) to set this up.

Example:

“Combine Meta and Google Ads data for the last 7 days. Show overall Spend, Conversions, Revenue, and blended ROAS. Compare this to the previous week. Highlight: (a) which channel is more efficient on CPA & ROAS, (b) budget allocation effectiveness vs. outcomes, (c) recommended reallocation of spend for next week based on trends. Create a professional report with the insights”

→Type

Choose:

• Report – summarizes performance data

• Analysis – provides insights, trends, and recommendations

→Reference Report (Optional)

Use an existing report or template as a starting point.

→Data Window

Select the period of data to analyze:

• 7 days

• 14 days

• 30 days

• 90 days

Need a custom date range?
Specify it in the Job To Do field and mention that it should override the Data Window setting.

→Agent Run Schedule

Choose when the agent should run:

• Frequency

• Time

• Start Date

• End Date

Note: Based on the type of outcome, report/analysis, this agent will run for the frequency selected. You can leave the end date blank if you are unsure of how long this should be run for.

→Delivery Condition (Optional)

Only send the report or analysis when specific conditions are met.

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Note: If you select one of GoMarble's preset agents, you'll land directly on this page. The agent's prompt and configuration will already be pre-filled, and you can review or customize the settings before publishing.

Step 2: Configure Your Agent

→Account Scope

Select which connected accounts the agent should analyze.

→Delivery Channel

Choose where you'd like to receive results:

• Email

• Slack

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Step 3: Test & Publish

→ Review and Publish your agent

P.S. If you’d like to run a test, you can choose to do so here, if not you can proceed to click Publish.

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Pause or Stop an Agent

You can stop an agent in three ways:

1. Set an End Date

2. Pause the Agent  

3. Delete the Agent