Insights by source and the RelatorAI audit

Insights by source is one page per platform (Google Ads, Meta Ads and Google Analytics 4) that brings together, for each section, the RelatorAI audit, the key metrics with the change versus the previous period, the trend lines and the tables. It's the fastest way to find what changed in an account and take it into a report.

Before you start

• The client needs a connected account on the platform you want to see.
• Anyone with access to the client can see the insights. To Turn into report, you need to be able to edit reports.
• Each new RelatorAI reading uses AI credits. Readings that are already ready don't use credits again.

Step by step

1. 1
   Step 1

   Open Insights by source

   In Reports, click Insights by source and pick the platform under Choose the source: Google Ads, Meta Ads or Google Analytics 4.

2. 2
   Step 2

   Choose the account and the period

   At the top, the source chip shows the account name. If the client has more than one, click to Switch account. Next to it, choose the period (up to 400 days).

3. 3
   Step 3

   Browse the sections

   Each tab is a section of the platform:

   • Google Ads: Performance health, Campaigns & ad groups, Keywords & search terms, Ads & landing pages.
   • Meta Ads: Health, Campaigns & ad sets, Ads & creatives, Audiences.
   • Google Analytics 4: Overview, Acquisition, Engagement, Conversions.

   Illustrative screen

   Korra/Google Ads insights

   Ask RelatorAIPT

   Google Ads insightsRelatorAI's reading, the key metrics and the tables of this source, compared with the previous period.

   Google Ads · Korra — Search1

   Last 30 days

   Performance health2

   Campaigns & ad groupsKeywords & search termsAds & landing pages

   RelatorAI audit

   • SummaryConversions rose 12% with stable cost; CPA dropped to R$ 36.49.
   • Wins"Black Friday — Conversion" drove 41% of conversions.

     Win
   • Issues"Brand — Reach" spent R$ 1,920.00 with no conversions.

     Risk
   • RecommendationsShift part of the Brand budget to Black Friday.

     Action

   3

   SpendR$ 12,480.00+2.1%

   Conversions342+12.4%

   CPAR$ 36.49-9.2%

   1. 1The account shown. Click to switch accounts.
   2. 2Platform sections.
   3. 3RelatorAI's reading for the open section.

4. 4
   Step 4

   Read the audit

   The RelatorAI audit card has Summary, Wins, Issues and Recommendations. While the reading is being prepared, RelatorAI is reading this section… appears. When you change the period, the previous reading stays dimmed with an Updating badge until the new one arrives.

5. 5
   Step 5

   Check the key metrics, trend lines and tables

   Under Key metrics, every number shows the change vs. previous period. The color tells you whether the change is good for that metric: a cost that drops shows in green. Trend lines show the previous period dashed. Tables show the change in each cell.

6. 6
   Step 6

   Turn it into a report

   At the bottom of the page, under Found something interesting?, click Turn into report. Relator creates a report with one page per section, the same account and the same period, and opens it in the editor.

Audit messages

• RelatorAI found nothing to highlight in this section.

  What it means

  There was no relevant change in the period.

• Your plan's RelatorAI reading limit was reached.

  What it means

  The month's AI credits ran out. The numbers still hold.

• RelatorAI couldn't write this section's reading right now.

  What it means

  Temporary failure. Try again in a few minutes.

• No … account for this client

  What it means

  The platform needs to be connected. Click Connect source.

• Pick a period of up to 400 days.

  What it means

  The chosen period is too long.