Scheduling and Sharing Your GoMarble AI Reports

Once your report is complete, GoMarble AI makes it easy to automate delivery and share your findings with stakeholders. This guide covers how to schedule, manage, and share your reports.

Written By GoMarble

Last updated 11 days ago

How to Schedule a Report

Automate your reporting by having reports delivered to any inbox on a recurring basis.

Step 1: Open a Report and Click "Schedule" From any generated report, click the green Schedule button in the top-right corner.

Step 2: Configure the Schedule In the pop-up window, configure the following:

  • Recipients: Enter one or more email addresses.

  • Schedule Type: Choose the frequency (Daily, Weekly, Monthly, or Schedule Once). Note that your plan may enforce a minimum interval between runs; schedules set to a faster cadence than your plan allows will be rejected.

  • Date and Time: Set the precise delivery date and time.

  • Intelligence Level: Choose the AI intelligence level to use when generating the scheduled report. New schedules inherit your chat default.

Step 3: Save the Schedule Click the final Schedule button to save your configuration.

Delivery prerequisites: Before saving a schedule, make sure your chosen delivery method is fully configured. If you select Slack delivery, you must have a Slack workspace connected to your GoMarble AI account and specify at least one Slack channel — schedules that are missing either will fail to save. If you select Gmail/email delivery, at least one email recipient is required. Meeting these requirements before clicking Schedule avoids the most common scheduling errors.

Managing Your Scheduled Reports

Navigate to the Scheduled Reports tab in the main sidebar to manage all your schedules. From here, you can Pause, Resume, Edit, Delete, or manually Run any scheduled report. Pausing a schedule is always permitted regardless of your current plan. Resuming or running a schedule requires the appropriate agent entitlements for your plan. When editing a schedule, you can also update its Intelligence Level to change the AI model used for future report deliveries.

How to Share a Report

You have two primary ways to share a report with others.

Step 1: Open the Share Menu From any report, click the Share button in the top-right corner.

Step 2: Choose Your Sharing Method

  • Export PDF: Select this to download a static PDF version of the report, perfect for archiving or attaching to emails.

  • Copy Link: This copies a unique, public URL to your clipboard. Anyone with this link can view a live, interactive version of the report in their web browser, even without a GoMarble AI account.

Frequently Asked Questions

Can I whitelist reports from GoMarble? Yes. If you find that scheduled reports are being blocked by a spam filter, please contact our support team. We can provide the necessary information to whitelist our delivery systems and ensure reliable report delivery.