Scheduling Refreshes (Automation)

Once you have used the query builder to get your data looking exactly the way you want it, you never need to pull that report manually again.

Metric Might uses a dedicated, highly reliable AWS backend to automate your reporting. This means your Google Sheets will update in the background exactly when you tell them to—even if your computer is turned off and the spreadsheet is closed.

Here is how to put your reporting on autopilot.

Where to Create a Schedule

You can create as many schedules as you need — for example, a daily morning refresh for your overview tabs and an hourly refresh for high-spend client tabs that need closer monitoring.

You can create and manage your automated schedules in two places:

  1. From the Query Builder: Click the Schedules tab at the top of the right-hand sidebar while you are actively building a report.
  2. From the Main Menu: Click Schedules in the left-hand navigation menu of the Web App to see a global view of all your active automations.

To create a new automation, simply click the + New Schedule button.

Configuring Your Schedule

The Schedule Details panel gives you precise control over when and how your data updates.

1. Frequency & Timing

  • Frequency: Choose how often the report should run.
    • Daily: Perfect for morning pacing checks.
    • Hourly: Ideal for high-budget accounts where you need to monitor intra-day spend.
  • Hour & Time Zone: Select the exact hour the refresh should trigger, and set the Time Zone. Always ensure this timezone matches your client’s timezone or the Ad Account’s billing timezone so the “Yesterday” data is fully settled before the refresh runs.
💡 Plan Limits: Hourly refreshes are exclusively available on the Agency Plan. If you are on the Solo Plan, your schedules are limited to Daily refreshes. Manual refreshes are always unlimited on all plans.

2. Tabs to Refresh

You don’t have to refresh your entire workbook if you don’t want to. Use the multi-select dropdown to choose exactly which tabs (e.g., Overview, Meta Ads, GA4) should be updated by this specific schedule.

3. Automated Client Emails (The Agency Superpower)

You don’t just have to update the Google Sheet—you can have Metric Might deliver the finished report directly to your inbox or your client’s inbox.

  • Email Report To: Enter the email addresses of the stakeholders who should receive the report.
  • Attachment Format: Choose how the data should be delivered (e.g., as a physical XLSX file attachment). Metric Might will execute the queries, build the file, and email it out automatically.

4. Send Error Alerts To

Ad platform APIs occasionally go down, or passwords get changed, causing authentication tokens to expire. If a scheduled refresh fails, Metric Might will not fail silently. Enter your email address in the Send Error Alerts To field, and we will immediately notify you exactly which query failed and why, so you can fix it before your client notices.

Managing Active Schedules

Once saved, your schedule will appear in the Active Schedules list.

From here, you can quickly see the configuration (e.g., Daily - 07:00 | All sheets).

  • Run Now: Need the data updated immediately outside of its normal schedule? Click the Run now button at the bottom of the details panel to trigger an instant background refresh.
  • Error Warnings: If a schedule encounters an issue (like a disconnected ad account), a red warning triangle will appear next to it in the Active Schedules list.

What’s Next?

Now that your reports are running automatically, here are the troubleshooting guides worth bookmarking.

If you ever run into a broken query, or if a client asks why the spreadsheet data looks different from the Meta Ads dashboard, check out our Troubleshooting guides:

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