Datapipe

Dashboards & reporting · USE CASE

Send the weekly Meta Ads client report.

Review the Meta Ads campaign report, recipients and sharing settings. Email the data preview and Datapipe report link after Monday’s refresh.

Data sources
Destination
Set up the client report →Set up a saved report and review its refresh and delivery settings.
Your task, worked throughIllustration · no live reads or changes
Meta Ads → Datapipe
YOU

Prepare a weekly Meta Ads campaign report for my client.

Choose the intended client project and ad account. Review campaign spend, clicks and purchases using one account currency and consistent attribution.

Scope
Client project · ad account · complete date window
A source-backed weekly advertising report
1 / 4Prepare Meta Ads

Illustrated use case. Save the actual report, dashboard and schedule settings in the indicated app.

MAKE THE TASK CONCRETE

A configured Meta Ads client email with a reviewed schedule and delivery check.

  1. 01

    Review the campaign report

    Use the correct client project and Meta account. Check metrics, attribution, currency and dates. Live reads depend on roles, permissions and provider approval.

  2. 02

    Save Monday delivery

    Use a regular rolling or calendar report. Choose Last week (Mon–Sun), Every Monday and the intended recipients in Schedule & send. Review the permitted share link before saving.

  3. 03

    Verify the update

    The email contains a data preview and full Datapipe report link. Check source and send status separately. This is not a Looker Studio PDF subscription.

KNOW WHERE EACH STEP HAPPENS

One use case across the tools you use.

Your reporting brief
Read authorized data, agree on the questions and prepare the report, charts or review checklist.
Datapipe
Save source reports, authorize the destination, export the data and review any refresh or email settings.
Report email
Deliver the configured preview and Datapipe report link where sharing and mail are available.

START WITH YOUR ASSISTANT

Give it the task. Follow up with the next step.

Copy these in order into the assistant connected to your Datapipe project.

Prepare the Meta Ads client report

Read the prompt
Use only this project’s authorized data. Discover the intended accounts and compatible fields, read complete dates, and preserve empty or unavailable results. Do not substitute fictional data.
Specify campaign spend, clicks, purchases and compatible cost-per-purchase totals for this client’s Meta Ads account. Preserve currency and attribution. Keep recipients separate from analytics data.

Prepare delivery setup

Read the prompt
Specify Last week (Mon–Sun), Every Monday, intended Email it to recipients and permitted sharing on the regular saved report. Every Monday is scheduled for 06:00 UTC. Confirm the next run. Automatic AI commentary is a separate assistant setup. Do not send or claim recipients were saved from this conversation.

Check the email handoff

Read the prompt
Review source dates, recipient settings, share-link availability and last send status. Distinguish queued or sent from receipt or reading. The email contains a preview and Datapipe report link, not a Looker Studio PDF.

A FEW USEFUL ANSWERS

Before you start.

What does the client receive?

A preview of the Meta Ads report data and a full Datapipe report link. This use case does not promise a Looker Studio subscription or PDF attachment.

What access does email require?

An eligible saved report, Meta reporting access, a valid share link, allowed workspace policy and available mail service. Do not broaden sharing simply to make delivery work.

Does the assistant complete every setup action?

The assistant can read authorized data and prepare the plan. Current Datapipe AI tools do not create saved reports, edit native Looker Studio charts, save schedules or send emails. Complete those steps in the indicated app. This animation is an illustration.

YOUR NEXT STEP

Choose the report you want to keep current.

Choose your source in Datapipe and review the setup before saving.

Set up the client report →