Automations is where you manage scheduled reports. Once you have a Liveboard set up, you can schedule it to generate and deliver a report automatically — daily, weekly, or at a custom cadence you define. [Screenshot: Automations page showing Scheduled Reports tab]Documentation Index
Fetch the complete documentation index at: https://docs.genloop.ai/llms.txt
Use this file to discover all available pages before exploring further.
Scheduled reports
The Scheduled Reports tab lists all your active and completed report schedules. Each row shows the report name, the Liveboard it is tied to, the schedule it runs on, the next run time, and the current status. To create a new scheduled report, open a Liveboard and click Create Report. Set the delivery to Schedule for later and configure your cadence. All schedules appear here once created. Reports include the current numbers from your Liveboard tiles, any notable changes since the last run, and an AI-generated highlight summary. You will receive an email each time a report is generated with a direct link to view it on the platform.Action Workflows
Action Workflows are coming soon. This tab will expand Automations beyond reporting into triggered workflows based on your data.Automations are linked to Liveboards. You need at least one Liveboard set up before you can create a scheduled report.
Next steps
Liveboards
Create and manage the Liveboards that power your scheduled reports.
