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Open AI Marketer → Templates in the sidebar. Each template is a ready prompt for the agent, built on your workspace’s live data.

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Find a template

  • Tabs across the top: All, Monitor, Create, Optimize, Automate, Report.
  • Platform filters on the right — Google Ads, Meta Ads, Google Analytics, Search Console and others — narrow the list to templates for that platform. Click a filter again to clear it.

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Three kinds of templates

Task templates — click the card (or its arrow) and the prompt opens in the agent chat, ready to run. Use the copy icon to copy the prompt and edit it first. Deck templates — presentation-style reports such as Monthly Client Report or Marketing Audit. Open one and click Build with agent: the agent pulls this workspace’s data and builds your version in Reports. Copy prompt gives you the prompt to adjust. Dashboards (the Monitor tab) — for example Organic Traffic Overview, AI Traffic Overview, Paid Ads Overview, All Accounts Overview. Click Use template to create the dashboard in Reports. If a required source isn’t connected yet, the button says Connect … and takes you to Integrations. Want a template to run on its own every week? Copy its prompt into a scheduled task.