The Automation screen sets up scheduled weekly generation for each business. Once enabled, the system creates the report and (optionally) delivers it without any manual action.
Open it from the Automation button in the Monday Reports header.
Per-business automation
Automation is configured per business so different clients can have different send times, recipients, and templates. Settings on this screen apply only to the business in the Business Space selector.
Typical configuration:
| Setting | Description |
|---|
| Enabled | Master toggle. When off, no scheduled runs happen for this business. |
| Generation day & time | When the AI runs (typically early Monday). |
| Send time | When the generated report is delivered if Auto-send is on. Leave a gap between generation and send so you have time to review. |
| Timezone | The timezone all schedule times are interpreted in. |
| Template | Custom template to use, or fall back to the Standard Weekly Recap. Defaults to whatever you marked as default in Templates. |
| Auto-send | When on, reports are sent to the configured recipients without manual approval. When off, reports stop in Draft and wait for human review. |
| Recipients | Email addresses to deliver the report to (typically the client’s stakeholders). |
For new clients, leave Auto-send off for the first 2–3 weeks. Review the drafts to make sure the template renders the way the client expects, then turn auto-send on.
Required permissions
The automation panel is restricted to roles that include the Monday Report Automation permission. See Roles and permissions to grant or revoke it.
What the automation does
- On the scheduled day and time, the system generates a report using the configured template and the previous week’s Facebook + GHL data.
- The result appears in the Reports list with Status: Completed and Review: Draft (or Sent if Auto-send is on).
- If Auto-send is off, the report waits for a human to Preview and Send manually.
- Failures (sync issues, token exhaustion, template parse errors) leave the row in Status: Failed and trigger a notification.
