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Fill Social Media Reports

Fill your report template with dated social account figures

Use this Agent instantly or customize it - no programming needed

Fill a social media report from account exports
Reads
  • Report request
    Report request

    Your email gives the reporting dates, account labels, and template link.

  • Account exports
    Account exports

    Your social account exports contain dated posts, profile totals, and engagement figures.

  • Report template
    Report template

    Your linked template sets the section order and metric definitions for the finished report.

  • Mapping rules
    Mapping rules

    Your setup maps export columns and sets the date format and account grouping.

Email app
Email app

Your email app receives report requests and sends the finished report in the same thread.

Email app
Document app
Document app

monday.com holds the template's sections, table headings, and metric definitions.

Is the request missing dates, readable exports, or a usable template link?YesNo
Ask for the missing report item
Writes
  • Correction request
    Correction request

    You get a reply naming the missing item needed to finish your report.

Match export fields and keep posts within the requested dates
Fill the template and reply with the completed report
Writes
  • Completed social media report
    Completed social media report

    You get a dated report attachment that follows your template's layout.

  • Report notes
    Report notes

    Your reply identifies missing figures and any conflicting figures with their source filenames.

This Agent reads your labeled email and matches the exports to your template. Your completed report arrives in the same email thread.

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Gmail
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Microsoft Outlook
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monday.com
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Zoom
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Microsoft Office 365
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Zoho Mail
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Microsoft Exchange
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Made for your industry

Fill Social Media Reports is made for businesses in these industries.

Made for your role

Fill Social Media Reports is made for people in these roles.

Made for your department

Fill Social Media Reports is made for people in these departments.

How Fill Social Media Reports works

5 steps, in order, on every run.

  1. Read the request and exportsRead the labeled email for dates and account labels. Download its social account exports and find the template link.
  2. Open your report templateOpen the linked document and read its sections and metric headings. Use the layout you provided for this request.
  3. Match figures to dates and accountsMatch export columns using your setup rules. Keep posts in the requested period and figures with their accounts.
  4. Fill the reportFill the template with dated post, profile, and engagement figures. Leave unsupported values blank and call out gaps.
  5. Send the completed reportReply in the original email thread with the report attached. Note missing figures and conflicting exports for your review.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Microsoft Outlook or monday.com.

7 tools
Set your rules
  • Choose the report inbox and the label used for incoming social report requests.
  • Give the Agent access to the team's social media report template documents and specify the accepted export formats, such as CSV or XLSX.
  • Set the metric mapping rules for each export source, the date format, and whether campaign and competitor accounts appear in separate sections.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Fill Social Media Reports:

Can I use my team's social media report template?

Yes. Provide a link to a readable document template, and choose how campaign and competitor accounts appear in its sections.

Which export files can I send?

You choose accepted export formats, such as CSV or XLSX, during setup. Include account labels and reporting dates in your request.

What happens if figures are missing or conflict?

Your report leaves unsupported values blank and notes the gaps in the reply. If exports conflict, you see both filenames so you can review them.

What if my request lacks dates or a usable template link?

You'll get a reply naming the missing item. Send a corrected request with the dates, readable exports, and an accessible template link.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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