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Compile Social Media Report

Bring dated posts and account figures into a campaign report

Use this Agent instantly or customize it - no programming needed

Compile the closed-period social media report
Reads
  • Reporting period
    Reporting period

    Your reporting calendar supplies the completed period's dates and time zone.

  • Selected social accounts
    Selected social accounts

    You choose which connected social accounts belong in each report.

  • Account insights
    Account insights

    Your accounts provide dated post links, follower totals, and available engagement figures.

Social reporting tool
Social reporting tool

Your social reporting tool shows dated posts and account figures, then exports the selected period.

Filter selected accounts to the completed period
Review account figures and dated post links
Request one export for the filtered report
Did the report export fail?YesNo
Report the export failure and hold the report
Writes
  • Export failure notice
    Export failure notice

    You get the tool's export error so you know why the report is unavailable.

Deliver the report and name any coverage gaps
Writes
  • Social media report
    Social media report

    Your report groups dated posts and available figures by account for the completed period.

  • Coverage note
    Coverage note

    Your coverage note names missing accounts, links, or metrics, or confirms no gaps.

This Agent waits until your reporting period closes, then checks your selected accounts. It exports dated posts and available figures into a report. You get a note about any gaps.

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monday.com
Used as:
Show all Agents working with monday.com
Instagram for Business
Used as:
Show all Agents working with Instagram for Business

Made for your industry

Compile Social Media Report is made for businesses in these industries.

Made for your role

Compile Social Media Report is made for people in these roles.

Made for your department

Compile Social Media Report is made for people in these departments.

How Compile Social Media Report works

4 steps, in order, on every run.

  1. Set the reporting datesOpen your selected accounts in the all-accounts insights view. Set the date range to the completed period.
  2. Gather account figures and postsRead follower totals and dated post links for each account. Capture the engagement figures your tool provides.
  3. Export the social media reportExport the filtered insights as a Markdown report for the completed period. Report any export failure and hold the report.
  4. Flag gaps in coverageCompare the report with your selected accounts. Note missing accounts, post links, or figures for the marketer.

How to Get Started

Connect your tools

Connect the tools you already use, such as monday.com or Instagram for Business.

2 tools
Set your rules
  • Connect the social accounts to be reported and grant access that allows the Agent to view and export their insights on a plan with custom date ranges and exports.
  • Choose the accounts, recurring campaign reporting period, 9 a.m. run time on the day after each period ends, and reporting time zone.
  • Choose the marketer who receives the report as the completed run's output.
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 Compile Social Media Report:

Which social accounts can I include?

Choose the connected accounts you want to report on. Your team needs access to their insights and a plan with custom date ranges and exports.

When does my social media report run?

Choose your recurring campaign period and reporting time zone. Your report runs at 9 a.m. the day after each period ends.

What if an account or metric is missing?

You'll see the gap named in the coverage note. A disconnected account won't count as inactive, and an unavailable metric won't appear as zero.

What if an account has no posts this period?

You'll see that the source returned no posts. Your report still includes any account figures the tool provides.

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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