Can I generate reports for clients automatically?

Short answer: Your report data updates automatically every day — you never refresh anything manually. For sending clients a report on a schedule (e.g., an automated weekly email), the best route is connecting OtterlyAI to Looker Studio, which supports scheduled delivery.

Here's how the pieces fit together for agency reporting.

1. Your data updates automatically — always

Every Brand Report is powered by data that refreshes daily, with no manual effort. Whenever you or a client opens a report, it already shows the latest numbers. You can create unlimited reports to cover as many brands, campaigns, or markets as you need. How to set up a Brand Report →

2. Keep clients separated with Workspaces

If you manage multiple clients, create a dedicated Workspace for each one. Workspaces isolate each client's brands, prompts, reports, and team access, so nothing overlaps. What are Workspaces? →

3. Automate client delivery with Looker Studio

This is the key to automatic client reporting. Connect OtterlyAI to Looker Studio and you can:

Build a custom, white-label dashboard tailored to each client
Set up scheduled email delivery so clients receive their report automatically (e.g., every Monday) — no manual sending
Give clients a live link they can open any time to see current data

→ How to connect OtterlyAI to Looker Studio →

Quick guide

You want to…	How
Always have current data	Built in — reports auto-update daily
Keep each client's data separate	A Workspace per client
Send clients a scheduled/automated report	Looker Studio scheduled delivery
Send a quick one-off export	Export to PDF / CSV →

Workspaces and the Looker Studio connector are available on Standard, Premium, and Custom plans.