What Relator is

An overview of the product: what it connects, what you do with the data and where to start, whether you are an agency or a company.

Updated on October 7, 20263 min read

In this article · 5 sections

Who it is for
What you connect
What you can do
How the data arrives
Where to start

Relator brings your paid media, website, organic search and CRM data into one place and turns those numbers into dashboards, reports and answers. You connect each account once, syncing runs on its own, and the same number shows up on the dashboard, in the report your client receives and in RelatorAI's answer.

It is built for people who report on marketing: agencies and freelancers serving several clients, and in-house teams reporting to leadership on their own business.

Meta Ads
Google Ads
Google Analytics 4
Google Search Console
RD Station Marketing
HubSpot

One base · normalized

DashboardsThe same number on the dashboard
ReportsIn the PDF your client gets
RelatorAIIn the chat answer

Meta Ads
Google Ads
Google Analytics 4
Google Search Console
RD Station Marketing
HubSpot

One base · normalized

DashboardsThe same number on the dashboard
ReportsIn the PDF your client gets
RelatorAIIn the chat answer

Connected sources feed dashboards, reports and RelatorAI with the same number.

Who it is for

Agency
Who it is for
Agencies, media buyers and freelancers serving several clients
How it is organized
A separate space for each client, an agency view with the whole portfolio and a portal for each client
Own business
Who it is for
Companies with an in-house marketing team and professionals running their own business
How it is organized
A single space with the data, reports and dashboards of your business

Account type	Who it is for	How it is organized
Agency	Agencies, media buyers and freelancers serving several clients	A separate space for each client, an agency view with the whole portfolio and a portal for each client
Own business	Companies with an in-house marketing team and professionals running their own business	A single space with the data, reports and dashboards of your business

You choose the type when you sign up. Details in Create an account and choose the type.

What you connect

Paid media: Meta Ads (Facebook and Instagram) and Google Ads.
Website and search: Google Analytics 4 and Google Search Console.
CRM and automation: HubSpot, RD Station CRM and RD Station Marketing.

The full list, with what each source brings in, is in Available sources. Sources marked Coming soon cannot be connected yet.

What you can do

Home
What it is for
The period at a glance: key numbers, what needs attention and upcoming deliveries.
Performance
What it is for
Analysis by channel, with the Overview, Paid media, Organic and SEO views and comparison with the previous period.
Reports
What it is for
Reports with templates, the client's brand, scheduled sending and approval before they go out.
Dashboards
What it is for
Dashboards built by you or by RelatorAI, from templates or from scratch.
Spaces
What it is for
Manage Meta and Google ads and group initiatives that span several sources.
Metrics
What it is for
The metrics catalog, with the definition of each one, plus custom metrics.
CRM
What it is for
The path from click to sale, with ROAS calculated on CRM revenue.
Goals
What it is for
Goals per metric and the pace toward them across the period.
Timeline
What it is for
What happened: daily results, alerts, sends and milestones you record.
RelatorAI
What it is for
The assistant that answers questions about the connected data and builds charts and dashboards.

Area	What it is for
Home	The period at a glance: key numbers, what needs attention and upcoming deliveries.
Performance	Analysis by channel, with the Overview, Paid media, Organic and SEO views and comparison with the previous period.
Reports	Reports with templates, the client's brand, scheduled sending and approval before they go out.
Dashboards	Dashboards built by you or by RelatorAI, from templates or from scratch.
Spaces	Manage Meta and Google ads and group initiatives that span several sources.
Metrics	The metrics catalog, with the definition of each one, plus custom metrics.
CRM	The path from click to sale, with ROAS calculated on CRM revenue.
Goals	Goals per metric and the pace toward them across the period.
Timeline	What happened: daily results, alerts, sends and milestones you record.
RelatorAI	The assistant that answers questions about the connected data and builds charts and dashboards.

Agency accounts also have Clients, with the whole portfolio on one screen, and the portal, where each client signs in with their own login and sees only what is theirs.

How the data arrives

When you connect an account, Relator imports the history and then keeps the data up to date on its own, with no spreadsheets or manual exports. How often it updates depends on your plan; see Update frequency. Each connection shows when it last synced in Sources.

Where to start

1.Create the account and choose the type.
2.Follow the initial setup: for agencies or for companies.
3.Take a tour of the interface.
4.Agencies: follow the agency journey until your first client receives a report.

Frequently asked questions

Do I need to install anything?

No. Relator runs in the browser, on desktop and on mobile. On your phone you can install the app on the home screen; see Using it on mobile.

Does Relator change anything in my ad accounts?

Only when you ask it to. Dashboards and reports only read data. Turning ads on, pausing and editing them happens in the campaign manager, by your action; see Campaign manager.

Which languages does Relator support?

Portuguese, English and Spanish. The interface language and each client's data language are separate settings; see Appearance and language.

Is my data kept separate from other accounts' data?

Yes. Each account and each client has its own data, connections and access. See How we protect your access.