> ## Documentation Index
> Fetch the complete documentation index at: https://docs.theagencyengineer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Monday Reports Automation

> Schedule Monday reports to generate and send automatically every week.

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](/product/monday-reports/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).                                                                                      |

<Tip>
  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.
</Tip>

## Required permissions

The automation panel is restricted to roles that include the **Monday Report Automation** permission. See [Roles and permissions](/getting-started/workspace/roles-permissions) to grant or revoke it.

## What the automation does

1. On the scheduled day and time, the system generates a report using the configured template and the previous week's Facebook + GHL data.
2. The result appears in the [Reports list](/product/monday-reports/reports) with **Status: Completed** and **Review: Draft** (or **Sent** if Auto-send is on).
3. If Auto-send is off, the report waits for a human to **Preview** and **Send** manually.
4. Failures (sync issues, token exhaustion, template parse errors) leave the row in **Status: Failed** and trigger a notification.

## Recommended schedule

Most agencies run the following cadence (all times in the business's configured timezone):

| Time                   | Event                                                                                        |
| ---------------------- | -------------------------------------------------------------------------------------------- |
| **Monday 06:00**       | Generation runs. Reports appear in **Draft**.                                                |
| **Monday 08:00–10:00** | Account managers review drafts, fix anything off, regenerate if needed.                      |
| **Monday 11:00**       | Auto-send fires (or you send manually). Clients receive the report before their week starts. |

The two-hour review window between generation and send is the single biggest predictor of client satisfaction — never schedule send within minutes of generation.

## Disabling automation temporarily

You can pause automation without losing the configuration:

* Toggle **Enabled** off to skip scheduled runs. Recipients, template, and times are preserved.
* Switch **Auto-send** off but keep **Enabled** on to keep generating drafts for internal review without delivering anything.

<Warning>
  Disabling automation does not affect reports already generated. Reports stay in the list and remain sendable from the **Reports** screen.
</Warning>