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LYRA/ Tools/ Operations/ Account Diary
Operations Always-onSearchable

Every account change, written down.

Account Diary is the always-on logbook that backs the rest of Lyra. Manual notes from your team, actions taken in Lyra, change-history events from Google, and Slack messages from the channels you configure — every entry attributed, every entry timestamped, every entry searchable. The Lyra Agent reads it for context; actions you confirm in chat are logged, and it does not write notes of its own.

Always-on · 4 entry sources
What gets captured · the diary surface

Four sources, one unified timeline.

Each Lyra account writes to one diary. Manual notes go in via the API or UI. Actions taken in Lyra log themselves. Slack messages sync daily. Google Ads change-history events sync daily. All four land in `account_diary_entries` with the same attribution shape.

How the diary is fed Slack sync daily · 03:45 UTC
01 · Sources 4 Capture surfaces Manual, actions in Lyra, Slack messages, Google Ads change history. Each source has its own ingestion path, single output table.
02 · Cadence Daily Sync cadence Manual notes and actions in Lyra land instantly. Slack messages sync daily at 03:45 UTC; Google Ads change history syncs daily.
03 · Filters 5 Ways to narrow Type, source, author, importance, date range.
04 · Agent Read Lyra Agent Reads the diary for context when answering in chat.
Entry types
  • manual · performance_notehuman
  • decisionactions in Lyra
  • slack_messagedaily sync
  • change_history_*daily sync
Attribution per entry
  • created_byLyra user or system
  • source_user_nameSlack author
  • created_attimestamp
Filters
  • By type · source · authorfilter
  • By importance levelnormal · important · critical
  • By date rangeany window
Illustrative example · diary entries

An audit trail you can search.

Illustrative example: a few entries from one account. Different sources, different actors, one timeline. The badges show importance level; the type chip shows where the entry came from.

DIARY · Illustrative example 4 sources diary
#0003 Apr 26 · 11:08 UTC Manual note d.mercer Quoll Outdoor — pause review Client requested PMax · Trail collection paused for the next 2 weeks while they re-shoot creatives. Set a reminder for May 10 to review re-enable. decision
#0002 Apr 26 · 09:00 UTC Slack message j.reiss · #basalt-perf From Slack · weekly review thread Question from client: "Why did Generic · Search CPA jump this week?" — Captured for the Monday standup.
#0001 Apr 25 · 18:42 UTC Manual note d.mercer Atlas Ledger — Q3 budget agreed Spoke to client; Q3 monthly budget agreed at $14k (up from $12k). Updated Budget Pacing Optimizer config. decision
Illustrative example · ranked by recency Filterable by type · source · author · date range
How entries land · the four ingestion paths

One table, four ways in.

All entries live in a single `account_diary_entries` table with a consistent attribution shape. The differences are upstream — how they get there, who writes them, when they fire.

01 · Manualhuman · API/UI

Notes you write.

Free-text entries from your team via the diary UI or API. Title, content, importance level, optional decision metadata for entries you want flagged as a decision.

Trigger User action
Latency Instant
Importance normal · important · critical
02 · Actions in Lyraauto · on action

Lyra actions, logged.

When an action is taken in Lyra — a recommendation applied, reopened or closed, a change undone, an action you confirm in chat — it writes a decision entry.

Trigger Action in Lyra
Latency Instant
03 · Slackdaily · 03:45 UTC

Channel messages, captured.

For agencies: configure a Slack channel per client; the daily sync captures recent messages with `source_user_name` set to the Slack author. Useful for tying client questions and decisions back to a specific account.

Cadence Daily 03:45 UTC
Source Configured channels
Dedup By Slack ts
04 · Change historydaily · from Google

Google's audit log, mirrored.

Google Ads change-history events (budget edits, status changes, keyword, ad group and ad edits) sync into the diary daily.

Source Google Ads
Cadence Daily
Dedup By change_id
05 · Attributionalways present

Who wrote it · always answerable.

Every entry has `created_by` (Lyra user or 'system') and `created_at`. Slack entries also carry `source_user_name`, the Slack author.

created_by Required
source_user_name Slack entries
06 · Lyra Agentreads · doesn't write notes

Context for the chat, not authorship.

The Lyra Agent reads diary entries when answering account questions in chat. Actions you confirm in chat are logged as entries; the Agent does not write notes of its own.

Read Yes · for context
Write Confirmed actions only
Why Authorship clarity
Frequently asked

The honest answers about Diary.

What gets captured?

Four sources: (1) manual notes from your team via API or UI, (2) actions taken in Lyra (a recommendation applied, reopened or closed, a change undone, an action you confirm in chat), (3) Slack messages from channels you've configured (daily 03:45 UTC sync), (4) Google Ads change-history events (budget edits, status changes, keyword, ad group and ad edits), synced daily.

Does the Lyra Agent write entries?

The Agent reads the diary for account context (so questions like "remember when we paused that ad group?" resolve to real entries). Actions you confirm in chat are logged as entries; the Agent does not write notes of its own — keeps authorship clear and avoids the risk of synthesising history.

How is attribution tracked?

Every entry has `created_by` (Lyra user or 'system') and timestamps. Slack entries also carry `source_user_name`, the Slack author.

How do I find a specific entry?

Filter by entry type, source, author (Lyra, team, system), importance level (normal / important / critical), or date range, or search title and content. Common patterns: 'all change-history events on a customer ID in the last 14 days', 'all critical entries this week'.

How does Slack capture work?

You configure one or more Slack channels per client account. The daily 03:45 UTC sync pulls recent messages; each becomes an entry with `source_user_name` set to the Slack author and the Slack timestamp used as the dedup key. Dedup means re-running the sync is idempotent — the same message never lands twice.

What's the retention?

Entries are kept while the account is active.

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