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LYRA/ Tools/ Operations/ Automated Reporting
Operations Scheduled draftApproval-gated send

A report per client, drafted every Monday.

Automated Reporting wires each client account to a weekly or monthly schedule. Reports are generated from your real metrics on schedule. You review, edit any section in place, and approve before it is sent. Generation is automated; delivery is approval-gated by design.

Email-only delivery · Weekly · monthly · Approval before send
What runs · the configured workflow

One config per client, set and walk away .

Each client account gets a schedule: weekly or monthly. Once set, the cron generates the report on schedule, the report stages for review, and you send it after approval.

How a report is configured Weekly · Mondays 06:00 UTC
01 · Accounts 1 Schedule per account Each enabled account gets a weekly or monthly schedule.
02 · Cadence Mon 06:00 UTC · weekly Monthly reports run on the 1st at 06:00 UTC.
03 · Recipients Email Client contact Sent to the configured client contact, after approval. Email-only delivery.
04 · Format HTML Email · 6 sections HTML email with 6 sections. Each section editable in place before send.
Sections per report
  • Executive summarysection
  • KPI commentarysection
  • Campaign analysissection
  • Search-term insightssection
  • Lyra impactsection
  • Recommendationssection
Delivery channel
  • Gmailprimary
  • Approval gate before sendmanual click
What's in the pipeline · how the workflow works

A pipeline, not a magic button .

The reporting workflow is a chain of named steps: read connected accounts, pull the period's metrics, compose the email, stage for review, send after approval.

01 · Sourcesread-only

What feeds the pipeline.

Connected Google Ads accounts, OAuth-linked. The reporting query is read-only; the workflow never edits the account.

Scope Account · windowed
Window Week / month
Source Direct API
02 · Templatesper report

What's templated.

Section structure, KPIs and layout are templated; the six sections (executive summary, KPI commentary, campaign analysis, search-term insights, Lyra impact, recommendations) are filled from the run's metrics.

Templated Layout · KPIs
Sections 6 per report
Editable Per-section, in place
03 · Approvalbefore send

Generated, then yours to ship.

When the cron finishes, the report waits for review. You review it, edit any of the 6 sections in place, then approve it. Nothing emails until you do.

State flow Generated → Approved → Sent
Per-section Edit
Trigger Manual click
04 · Deliveryemail-only

How the email is sent.

The approved report is sent by email via Gmail.

Channel Email · Gmail
Trigger After approval
Frequently asked

The honest answers about Reporting.

Does the cron deliver automatically?

No. The cron generates the report and stages it for review. You review it in Lyra, edit any of the 6 sections in place, and approve it when you're happy with it. Email goes out then — not before. Generation is automated; delivery is approval-gated by design.

What cadences are supported?

Weekly (Monday 06:00 UTC) and monthly (1st of month, 06:00 UTC). Set per account.

What channels does it deliver to?

Email only, via Gmail.

Can I customise the report per client?

Section-level edit in place is supported on every run — change the headline, rewrite the summary, edit the recommendations. Tone and focus are configurable per account.

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Read-only connect · write access opt-in per tool · GDPR compliant