Review and approve a scheduled delivery

With I want to review before sending on in the schedule, nothing reaches the client without someone approving it. At the scheduled time Relator generates the report with the new period's numbers and the RelatorAI text, and the delivery stays Awaiting approval until you decide.

Before you start

• A schedule created in the Automation panel. See Schedule automatic delivery.
• Edit permission on the client to approve or discard. Read-only users see the draft but can't decide.
• A delivery can also stop here without review on, when the schedule uses Don't send until I review the issues and a source had a problem.

Step by step

1. 1
   Step 1

   Find the delivery on Home

   On the agency Home, the Deliveries this week card flags what's waiting with Review. On the client Home, Recent deliveries shows Awaiting approval. Click to open the review screen.

   Illustrative screen

   Farol Agency/Home

   Ask RelatorAIPT

   Home

   Deliveries this week

   • Korra — Monthly report — SeptemberToday, 9:00 AM

     Review AIReview

     1
   • Bravo — Weekly paid mediaMon, 9:00 AM

     Sent
   • Tempero — Executive summaryFri, 8:30 AM

     Scheduled

   1. 1Review opens this delivery's draft.

2. 2
   Step 2

   Check the delivery summary

   The bar at the top shows the client, the title, the Period, the Recipients and the time under Scheduled for. If the time has passed, Overdue appears. If the narrative failed, The RelatorAI narration failed — review the text before sending. appears.

   Illustrative screen

   Korra/Scheduled send

   Ask RelatorAIPT

   Monthly report — SeptemberScheduled send · Korra

   Edit document3

   Discard this send2

   Approve and send1

   • Period

     Sep 5 – Oct 4
   • Recipients

     2 recipients
   • Scheduled for

     Mon, Oct 5, 9:00 AM

   SpendR$ 12,480.00+8.2%

   Conversions342+12.4%

   ROAS4.2-0.3

   1. 1Approve and send sends the report now.
   2. 2Discard this send cancels only this delivery.
   3. 3Edit document opens the editor; the change applies to the next deliveries.

3. 3
   Step 3

   Read the draft

   Below the bar is the report exactly as the client will see it: the visible tabs, the period's numbers and the RelatorAI text. Check the main KPIs and the text before deciding.

4. 4
   Step 4

   Approve or discard

   Choose one option:

   • Approve and send: the report goes out to the recipients right away. The screen shows Approved. The report is going out to … and returns to Home.
   • Discard this send: confirm with Yes, discard (or Keep this send to go back). Nothing goes to the client, and the schedule stays active for the next dates.

What happens next

Once approved, the delivery shows its progress on the same screen and on Home:

• Approved on … Sending to recipients.

  Meaning

  The emails are going out.

• Sent on … and 2 of 2 delivered

  Meaning

  How many recipients received it.

• Opened by the client on …

  Meaning

  Someone opened the report's link.

• Not opened by the client yet

  Meaning

  Nobody has opened the link so far.

• Discarded on …

  Meaning

  The delivery was discarded; nothing went out.

• The send failed after several attempts.

  Meaning

  Check the schedule and the recipients.

Common problems

• The draft is still being generated. Check back in a few minutes.

  Cause

  Relator is still fetching the numbers and writing the text.

  Fix

  Wait a few minutes and click Refresh.

• This send's schedule is paused. Reactivate it to send.

  Cause

  The schedule was paused after the draft was generated.

  Fix

  Open the Automation panel, click Resume and approve again.

• This send has already been approved or discarded.

  Cause

  Someone else on the team decided first.

  Fix

  Nothing to do. Check the status on Home.

• The report for this send wasn't generated, so there's nothing to send.

  Cause

  Generation failed.

  Fix

  Discard this delivery and check the client's connections.