Automate campaign performance reports with Agent Jobs

Before you start

This use case works best when you've already set up some foundational elements in Quotient:

• Active campaigns running: Have at least a few campaigns with email broadcasts, blog posts, or social posts that have been live long enough to generate performance data.
• Goals defined: Set measurable goals in your campaign briefs (e.g., target open rates, click-through rates, lead targets) so the agent has benchmarks to evaluate against.
• Knowledge Store populated: Add your brand context and past campaign learnings so the agent can provide recommendations grounded in your specific business, not generic advice.

How to do it in Quotient

1. Navigate to Agent Jobs

Go to the Jobs page under the Agents section in the sidebar, or ask any agent in chat to create a recurring job for you.

2. Write your prompt

Write the instructions you want the Campaign Agent to follow each time the job runs. Be specific about what metrics to analyze and how to format the report. For example:

"Review the performance of all active campaigns from the past 30 days. For each campaign, analyze email open rates, click-through rates, blog engagement, social media reach, and any conversions or leads generated. Identify which campaigns exceeded their goals and which fell short. Create a detailed summary document that includes: (1) Top 3 best-performing campaigns with analysis of what made them successful, (2) Campaigns that underperformed with specific recommendations for improvement, (3) Overall trends and insights across all campaigns, (4) Actionable recommendations for next month's campaign strategy."

3. Set your schedule

Monthly is the most common cadence for performance reviews — enough data to identify meaningful patterns without creating reporting fatigue. Set it for the first Monday of each month so you start fresh with a clear picture of last month's results.

4. Review and strategize

Each month, review the agent's report and use the insights to adjust your strategy. Double down on what's working, fix what isn't, and let data — not gut feeling — drive your next month's campaign planning.

What you'll get

Each scheduled run produces:

• Campaign scorecards — performance summary for each active campaign against its stated goals
• Top performer analysis — what made your best campaigns successful, with patterns you can replicate
• Underperformance diagnosis — specific reasons campaigns fell short with actionable fix recommendations
• Cross-campaign trends — patterns across all campaigns that reveal broader strategic insights
• Next month recommendations — data-driven suggestions for campaign strategy, messaging, and channel mix

Tips for better results

• Set clear goals in your briefs. The agent can only evaluate performance against benchmarks you define. Include specific targets (e.g., "25% open rate," "100 leads") in every campaign brief.
• Layer reporting cadences. Run a monthly strategic review alongside weekly quick-check reports. The weekly report catches issues early; the monthly report identifies strategic patterns.
• Include comparative analysis. Ask the agent to compare this month's performance to previous months so you can track improvement over time, not just absolute numbers.
• Connect insights to action. The most valuable part of any report is the "so what." Ask the agent to prioritize recommendations by potential impact so you know where to focus.
• Share with stakeholders. Route the monthly report to your leadership team and cross-functional partners so marketing performance is visible across the organization.