Automation · Operations and reporting
Ask on WhatsApp how a client did last month with Reportei
Ask on WhatsApp how a client did: an AI agent fetches their KPIs from Reportei, compares them with the previous month and replies.
How do I know how a client did last month without building the report by hand?
You write to your Met "how did Ana's store do last month?". The Met finds that client's project in Reportei, checks which platforms it has connected, fetches the month's aggregated KPIs and compares them with the previous month. Then it adds the ad campaign summary and the posts with the most engagement, and replies with the figures as Reportei returns them. If you want something to send the client and the admin left the create reports action on, the Met creates one with a template and gives you its share link.
What starts it
When someone asks for it
It starts when someone on the team asks the Met about a client and a period. Each query runs on request; this procedure does not leave a scheduled report.
A manual task: someone on the team runs it with a button, or asks the Met for it in chat.
Who runs it
Client analytics Met with Reportei
Social team
This is not a named, seeded Met. It is an internal Met with Reportei connected: its work ends when it delivers the client's figures and the comparison with the previous month, or when it tells you which project or integration could not be queried and why.
Channels: WhatsApp
What you need connected
- Reportei Research and analyze
6 steps · 8 tools
The procedure, step by step
Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.
- 1
Find the client's project
The Met searches your Reportei projects for the one that matches the client you named. If two look alike, it shows you the names so you choose the right one.
- 2
Check which platforms it has connected
The Met lists that project's integrations, such as its social and ad accounts, to know where the figures come from and tell you if one is missing.
- 3
Fetch the month's KPIs
The Met asks for the aggregated KPIs of all the project's integrations for last month, from the first to the last day.
- 4
Compare with the previous month
The Met compares last month's metrics with the previous month's, so you see what went up and what went down without doing the math yourself.
- 5
Add campaigns and content
The Met fetches the ad campaign summary across platforms and the posts with the most engagement on social media, and replies with everything together.
- 6
Create the client report, if you ask
If you want to send the client something and the admin left the action on, the Met picks a template, creates a static report with the project's integrations and gives you its share link. It counts against your plan's report limit.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
-
A Reportei account on the Starter, PRO or Premium plan
The Reportei MCP is for accounts on those plans, with at least one integration connected in the client's project.
-
The client's platforms connected in Reportei
The client's social and ad accounts have to be connected as integrations in their Reportei project.
-
Reportei connected in Met
In Met, open Connections → Reportei → Connect and sign in with your Reportei account. The Met that queries is internal, and your team writes to it on WhatsApp.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
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It does not schedule the report delivery. Sending it every month is a separate Reportei automation, with its own schedule and recipients.
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It does not connect new integrations. If the client is missing a platform, it is connected first in their Reportei project.
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It does not correct the platform's data. The figures are the ones Reportei brings from each social or ad account, as they come.
FAQ
Questions about this automation
Yes. The comparison is between any two periods: you tell the Met which ones and it compares them the same way.
You may have reached your Reportei plan's report limit, or the admin left the create reports action off in Connections.
It sees those of every company your user has access to in Reportei, because the server signs in with your session.
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Want this automation running on your own data?
We will show it to you with your accounts connected, not with a canned demo.