Converge
Routines

Recurring analysis on autopilot.

Describe any recurring analysis or report. Pick a cadence. An AI agent runs it and delivers the result to Slack or email.

This week's report schedule

May 12 – 16
Mon
Tue
Wed
Thu
Fri
08:00
09:00
12:00
15:00
17:00
Daily pacing Slack · 9:00 AM
Revenue $42.2k NC-ROAS 4.7x Orders 312
Funnel snapshot Slack · 12:00 PM
PDP 28% ATC 14% Checkout 62% Order 81%
Weekly recap Email · Fri 5:00 PM
Revenue $284k12% NC-ROAS 3.4x0.3 NC-CPA $28$4
HOW IT WORKS

Three steps. Zero recurring work.

Most teams spend hours every week running the same analyses and answering the same questions. Describe one once, set a cadence, and the agent handles every run after that.

STEP 01

Describe any analysis

From simple snapshots to multi-step comparisons. The agent plans the work, runs the queries, and reasons over the results.

STEP 02

Pick a cadence

Daily morning pacing. Weekly Monday recap. Any cadence that keeps your team out of dashboards.

STEP 03

Choose a destination

Slack or email. The agent delivers the analysis with conclusions and callouts, not raw numbers.

PROACTIVE BY DESIGN

From reactive to proactive.

Most teams react when questions come up. Routines flips that. Insights arrive when they should, in the place your team already works.

Analysis the way you would run it

The agent reasons like a senior analyst. Each run ranks, compares, flags anomalies, and recommends what to scale, pause, or investigate.

Real-time, not yesterday's numbers

The same live data that powers your dashboards. Every run reflects what actually happened, with no sync delays.

Wherever your team already works

Slack channels, inboxes, anywhere your team reads. No new dashboard to follow, no link to chase.

STARTER TEMPLATES

From snapshots to deep-dives.

Six analyses built for the most common asks. Run as-is or use one as a starting point for your own.

Daily

Daily Performance Snapshot

Yesterday's revenue, orders, new customers, spend, blended ROAS, NC-ROAS, AOV, and NC-CPA. Broken down by channel group.

Weekly

Channel Mix Recap

Spend, revenue, ROAS, CPA, impressions, clicks, and conversions per channel group over the last 7 days. Sorted by spend.

Weekly

Top Meta Ads. Scale or Kill.

Your top 10 Meta ads by spend over 14 days with spend, purchases, NC-ROAS, NC-CPA, and CTR. Each one labeled scale or kill.

Weekly

Paid Social vs. Paid Search

Head-to-head over 14 days using first-touch attribution. Spend, new customer orders, NC-CPA, NC-ROAS, clicks, and CTR for each.

Weekly

Campaign-Level Weekly Performance

Campaign-level spend, impressions, clicks, conversions, revenue, CPA, and ROAS across all paid channels. Sorted by spend.

Weekly

Funnel & Site Health

Unique visitors, sessions, new visitor %, session conversion rate, orders, AOV, and revenue. Totals and a daily breakdown.

Hand the recurring work to an agent.

A 30-minute walkthrough of Converge Routines. We'll cover the templates your team would use today and how to point them at Slack.

Book a demo