Can I have different briefings for different teams?

Yes. Create separate automations for each team, each with its own metric selection, chart styles, and delivery channels. A marketing team might receive traffic and conversion data while an engineering team gets uptime and error rate summaries.

What file format are the briefings delivered in?

Briefings are delivered as rich HTML in email and chat channels with embedded charts. You can also configure the agent to attach a PDF version for archival or printing purposes.

Can the agent include data from multiple sources in one briefing?

Yes. Your agent can pull data from any connected data source, including databases, APIs, and spreadsheets. A single briefing can combine metrics from several sources into one cohesive report.

Data

Automated Visual Briefings: Charts and Reports

Have your OpenClaw agent compile visual briefings with charts and written summaries, then deliver them on a schedule you define.

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What You Will Get

After following this guide, your OpenClaw agent will generate polished visual briefings on a recurring schedule. Each briefing includes charts, data tables, and a written summary highlighting trends and anomalies. The agent delivers these briefings to your preferred channel, whether that is email, Slack, or directly in the RunTheAgent dashboard.

Visual briefings save you from manually pulling reports each morning. The agent gathers data from your connected sources, renders the charts, writes a plain-language summary, and sends everything as a single, easy-to-read document. You set the schedule once and the briefings arrive automatically.

Each briefing is customizable. You choose which metrics to include, how the charts are styled, and what kind of written analysis the agent should provide. Over time, you can adjust the briefing template as your priorities shift without rebuilding anything from scratch.

Step-by-Step Setup

Configure your agent to produce and deliver visual briefings automatically.

Define the Briefing Scope

Open your OpenClaw agent's chat on RunTheAgent and tell it which metrics you want in your briefing. Be specific about the data sources, time ranges, and comparison periods. For example, you might ask for weekly revenue compared to the previous week, active users by day, and conversion rates by channel.

Select Visualization Types

Specify how each metric should be displayed. Line charts work well for trends over time, bar charts for category comparisons, and pie charts for proportion breakdowns. The agent will remember your preferences and apply them consistently to every future briefing.

Configure the Written Summary

Tell your agent how detailed the summary should be. You can request a one-paragraph executive overview or a multi-section analysis with callouts for significant changes. The agent will highlight metrics that moved above or below your specified thresholds and explain possible causes based on the data patterns.

Set the Delivery Schedule

In the Automations panel on RunTheAgent, create a new scheduled task. Set the frequency to daily, weekly, or monthly, and choose the delivery time. The agent will generate the briefing at the scheduled time and push it to your selected channel.

Choose a Delivery Channel

Select where the briefing should be sent. Options include email, a connected Slack or Discord channel, or a saved report in the RunTheAgent dashboard. You can send the same briefing to multiple destinations if different team members prefer different channels.

Preview and Adjust

Run a test briefing by clicking Generate Now in the automation settings. Review the output for chart clarity, summary accuracy, and overall formatting. Make adjustments to the metric selection, chart styles, or summary depth until the briefing matches your expectations.

Enable the Automation

Toggle the automation to active status. The agent will now generate and deliver briefings on your chosen schedule without further intervention. Check the Automations log after the first scheduled run to confirm everything delivered correctly.

Tips and Best Practices

Start with Fewer Metrics

Begin with three to five key metrics and expand as you learn which data points provide the most value. Briefings that try to cover everything at once become overwhelming and harder to act on.

Use Consistent Time Ranges

Stick to the same comparison periods in every briefing so trends are easy to spot over time. If you use week-over-week comparisons, keep that pattern rather than switching between weekly and monthly views.

Include Actionable Callouts

Configure the agent to flag metrics that exceed your thresholds with clear labels like 'above target' or 'needs attention.' This helps readers focus on what matters instead of scanning every number manually.

Frequently Asked Questions

Real-Time Dashboards: PostgreSQL Reporting Automation: Scheduled Reports KPI Monitoring: Alert on Threshold Breaches

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