Availability Business plans and above |
How it works
Once you connect Slack to Atria, Raya can send ad performance reports directly to the Slack channels you choose. You pick the metrics, date range, and frequency, and Raya handles the rest. Your team gets the numbers without anyone logging into Atria or stitching together screenshots.
Connect your Slack workspace
This is a one-time setup. Once connected, you can schedule reports for any ad account.
Here’s how:
1. Click your profile icon in the bottom left corner of Atria.
2. Navigate to Settings & members, then click My connections.
3. Click Connect next to Slack and authorize your Slack workspace.
That’s it. Slack is now connected to your Atria account.
Schedule a report
Once Slack is connected, you can set up scheduled reports from any ad account overview.
Here’s how:
1. Go to the Analytics tab and open any ad account overview.
2. Click the Slack icon in the header (next to your naming convention settings).
3. Configure your report in the Schedule Slack reports modal:
Key metrics: Select which performance metrics to include (Spend, Purchases, CPA, CPC, ROAS, AOV, Purchase value, CPM, Link clicks, Click quality, and any custom metrics you’ve set up). Click the × on any tag to remove it.
Radar: Toggle on Radar overview if you want Raya’s creative grades included in the report.
Data range: Choose Last 7 days, Last 14 days, or Last 30 days.
Frequency: Choose Daily or Weekly.
Time: Set the day of week, time, and timezone for delivery.
Slack channel: Pick which channel receives the report. You can also send to a private conversation (click “Here’s how” at the bottom of the modal).
4. Click Start schedule to start automatic delivery, or click Send now to push a one-off report immediately.
✨ Pro tip: Set up a weekly Monday morning report so your team starts the week with fresh performance data, no meetings required.
FAQ
Can I send reports to multiple Slack channels?
Yes. You can set up different report schedules for different channels. For example, send a high-level summary to a leadership channel and a detailed breakdown to your creative team’s channel.
Can I send reports to a private conversation instead of a channel?
Yes. In the scheduling modal, click “Here’s how” under the Slack channel selector for instructions on sending to a private conversation.
Can I send a one-off report without scheduling?
Yes. When configuring your report, click Send now instead of Start schedule. Raya will push the report to your chosen channel immediately.
What does the Radar toggle do?
When you toggle on Radar overview, Raya includes her creative performance grades in the Slack report alongside your metrics. This gives your team a quick read on which ads are winning and which need iteration.
Can guests or external stakeholders see Slack reports?
Slack reports go to whatever channel you select, so anyone with access to that channel will see them. If you need to share with people outside your Slack workspace, consider using shareable snapshots instead (see Share and collaborate).
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Questions? Reach out to support@tryatria.com. We’re always happy to help.
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