How Chartimatic daily briefings work
Chartimatic daily briefings are AI-generated summaries that combine your store, ads, and email data into one concise update you can scan in a few minutes. They highlight what changed, why it matters, and where to focus, so you don’t have to open multiple dashboards every morning.
What is a daily briefing?
A Chartimatic daily briefing is an AI-generated summary of your ecommerce performance. It pulls data from every integration you’ve connected—Shopify, Google Analytics, Google Ads, Klaviyo, and more—and distills it into a concise update that highlights what changed and what to do about it.
Instead of logging into four or five tools each morning, you get one briefing that answers the key questions: Are we up or down? Why? Where should I focus today?
How the briefing is generated
- Data collection. Chartimatic pulls the latest data from all your connected integrations on a regular schedule.
- Comparison and analysis. The system compares today’s metrics against prior periods—yesterday, last week, last month—to identify meaningful changes.
- AI summarization. An AI model generates a plain-language summary of the most important changes, trends, and anomalies.
- Delivery. The briefing is delivered to your inbox, Slack, or available in-app—depending on your configuration.
What’s included in a typical briefing
- Revenue and order volume vs. prior periods
- Top-performing and underperforming channels
- Conversion rate and AOV changes
- Ad spend, ROAS, and campaign highlights
- Email and SMS flow performance
- Plain-language explanations of what moved and why
- Suggested focus areas for the day
Example: a typical morning briefing
A Shopify brand with Google Ads and Klaviyo connected receives their briefing at 8 AM. It shows that revenue was up 12% vs. last week, driven by a 25% increase in Google Shopping clicks. Conversion rate dipped slightly, which the briefing attributes to a higher share of new visitors from a broad-match keyword. Klaviyo’s abandoned cart flow recovered $1,200 overnight. The briefing suggests reviewing the broad-match keyword performance and testing a new subject line on the next campaign send.
FAQ
See the frequently asked questions below for more details on daily briefings.
What’s next
- Learn how to read your performance summary
- Connect Shopify to add store data to your briefings
- Connect Google Analytics for traffic context
- Connect Google Ads for ad spend data
- Connect Klaviyo for email and SMS performance
- Get started with Chartimatic
Frequently asked questions
What data sources does the daily briefing use?
The daily briefing uses whatever integrations you’ve connected, typically Shopify for revenue and orders, plus Google Analytics, Google Ads, Klaviyo, and other supported platforms. The more sources you connect, the richer the briefing becomes.
When are daily briefings sent?
By default, briefings are generated on a regular daily schedule after new data is available. In many setups you can configure the send time in your settings so it aligns with your workday.
Can multiple team members receive the briefing?
Yes. Depending on your plan and configuration, you can usually add multiple recipients or share the briefing via your team’s communication tools.
Can I pause or change the frequency of briefings?
In most cases you can pause daily emails or adjust their frequency in the briefing or notification settings. Pausing does not disconnect your integrations; it just stops delivery.
Does the daily briefing replace my dashboards?
It doesn’t replace detailed analysis, but it can significantly reduce how often you need to open dashboards. Use the briefing for quick decisions and dashboards when you need deep dives.