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How do I bulk create stories?
How do I bulk create stories?

Automation lets you create stories in bulk at the click of a button

Issa Sandoval avatar
Written by Issa Sandoval
Updated over a year ago

You can easily create reports in bulk within and across groups with Nugit's automation feature.

Automation lets you set date ranges, story authors, and Read-only and Live/Draft settings according to your needs across all stories generated. You can also use dynamic naming to name each generated story according to the segment or datasource it contains.

See our other help articles at the following links to learn about groups, segments, and templates.

When you only need to create one new story at a time, or are not using a template, the duplicate function lets you quickly make a copy of an existing story. To learn how, see 'How can I duplicate a story?'

Step by step: How to create a new automation

  1. Click on the burger icon on the top left of the homepage to go to the 'Automations' page.

  2. Click 'Create new automation' and give your automation a name.

  3. Select the access groups you'd like to create reports in, and the data you'd like to use in your reports.
    - Create Stories for Segments: This will create 1 story per segment, in each group the segment belongs to. For example, if 1 segment is in 3 groups, and all 3 groups are selected, 3 stories will be created (1 per group). If 2 segments are in 1 group, 2 stories will be created in that 1 group. (Read more about segments here.)
    - Create Stories for Data Sources: This will create 1 story per datasource, in the 1 group selected. For example, if 2 datasources are selected, 2 stories will be created in that 1 group.

  4. Choose a template for your reports.

  5. Edit the Live/Draft status, Read-only settings, and story creator to suit your needs.

  6. Name your reports. Use *[Segment Name]* or *[Data Source Name]* to automatically insert the name of each segment or datasource.

  7. Untick 'use date range specified in template' if you'd like to set a different date range from the template range that shows in the date selector.

  8. Click 'Create' to save your Automation, then click 'Yes' to generate stories.

You can also watch this video to see how to create an automation across multiple groups. Simply select multiple access groups on the New Automation/Edit Automation screen. One story will be generated for each segment/group combination.

Step by step: How to edit and use an existing automation

  1. View your existing automations on the 'Automations' page.

  2. Click the arrow beside 'View Stories' and click 'Edit'.

  3. Adjust settings to how you'd like your stories to be.

  4. Click 'Update' to save your edits, then click 'Yes' to generate stories.

  5. If you'd like to generate stories later, click 'No' and changes will be saved without creating new stories.

  6. To create stories without updating the automation settings, click 'Generate Stories'.

Step by step: How to delete an existing automation

  1. View your existing automations on the 'Automations' page.

  2. Click the trash icon beside 'View Stories', then click 'Delete'.

  3. A pop up will ask "Would you like to delete X stories created with this Automation job too?" If you'd like to also delete stories created using that automation, click 'Yes'. If you'd like to keep them, click 'No'.

  4. Your automation will be deleted.

Some templates may only be available for some datasource platforms. This depends on what templates are available in your team. For example, a search engine marketing template may only appear when search datasources are in the 

For more information, see 'How do I set up a template?'
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