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IntermediateAutomation

Automate Your Weekly Ad Performance Report with Zapier AI

Build a Zapier automation that pulls performance data from your ad platforms, runs it through an AI analysis step, and delivers a formatted report to Slack every Monday morning.

45 minutes4 steps
Zapier AITriple Whale

Workflow steps

1

Set up your Triple Whale data export

Triple Whale

In Triple Whale, configure a weekly data export of your key metrics: spend, ROAS, CPA, CTR, and top creative performers. Set it to export every Monday at 6am as a CSV to Google Sheets.

2

Create the Zapier automation with AI

Zapier AI

Open Zapier and describe your automation in plain English. Zapier AI will build the Zap structure for you.

Prompt template
Create a Zap that: (1) triggers when a new row is added to Google Sheets [SHEET_NAME], (2) passes the data to a GPT-4 step that writes a 3-paragraph executive summary of the week's ad performance, (3) posts the summary to Slack channel [CHANNEL_NAME] with a formatted header and key metrics table.
3

Configure the AI analysis step

Zapier AI

In the Zapier AI Actions step, set up the GPT-4 prompt to analyze your metrics data and generate actionable insights — not just a data summary.

Prompt template
You are a performance marketing analyst. Here is last week's ad data: [DATA]. Write a 3-paragraph report covering: (1) overall performance vs. the previous week, (2) the top 2 creative performers and why they likely worked, (3) the top 1-2 recommended actions for next week. Be specific and actionable.
4

Test and activate the Zap

Run a test with sample data to confirm the Slack message formats correctly. Activate the Zap and set a reminder to review the output for the first 2 weeks to refine the AI prompt.

Tools in this workflow

ZA

Zapier AI

Free tier + from $19.99/mo

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TW

Triple Whale

Free plan + GMV-based paid plans

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Tags

AutomationReportingSlackAnalyticsTime-Saving