Automate marketing reporting
and lead tracking with AI
Connect Google Ads, Analytics, Search Console, Meta, LinkedIn, and Amazon Ads through secure MCP connectors. Schedule the reports and dashboards that matter, and let Terno AI deliver them to your team automatically, every day, with leads tracked across every channel.
Why marketing reporting stays manual longer than it should
Three habits that quietly cost a team hours every single week.
Someone becomes the human export button
Every Monday, someone logs into four or five ad accounts, pulls the numbers, and pastes them into a deck or a sheet, by hand, on a schedule that depends entirely on them remembering to do it.
Ads live on five different platforms
Google Ads, Meta, LinkedIn, Amazon, and Microsoft Ads each have their own dashboard, their own login, and their own definition of a click. Nothing shows spend and leads together, across all of them, in one place.
Leads fall through the cracks between channels
A lead from a Google Ads campaign and a lead from a LinkedIn form live in different systems. Without someone manually reconciling them daily, it's hard to say which channel is actually working this week.
None of this is a tooling failure so much as a missing layer: a way to ask a question once and have it keep answering itself, on schedule, across every platform, without someone standing in as the manual glue between them.
Marketing Automation
What does automating marketing actually look like?
Not another dashboard to check. A question you ask once that keeps answering itself, and arrives without anyone asking it again.
Marketing automation usually gets talked about in terms of ad bidding or email drip sequences. There's a quieter, more universal form of it that most teams still do by hand: the recurring report. Someone checks spend across platforms every morning. Someone pulls new leads by channel every day. Someone builds the weekly deck every Monday. None of that work changes from week to week, which makes it exactly the kind of thing that should run itself.
Terno AI connects to Google Ads, Google Analytics, Google Search Console, Meta Ads, LinkedIn Ads, Amazon Ads, and your CRM or database through secure MCP connectors, each one a one-click, revocable authorization. Once connected, any question you'd normally ask, spend by channel, new leads today, which campaigns are pacing over budget, can be scheduled to run automatically and delivered straight to your team, instead of being re-asked from scratch every time.
This matters most for lead tracking specifically, because leads rarely come from one place. A single campaign might generate leads through a Google Ads form, a LinkedIn Lead Gen Form, and organic search in the same week. Reconciling those by hand, across platforms that don't talk to each other, is exactly the kind of daily task that quietly consumes a growth team's time without ever showing up as its own line item.
Automating it doesn't mean losing visibility into how the numbers were produced. Every scheduled report is still a real, computed query against your connected data, run again on a cadence, not a one-time snapshot that goes stale. When something in a scheduled report looks off, the same conversation is right there to ask a follow-up question directly.
What you get once reporting runs itself
From connecting your channels to a report that lands in your team's inbox before you've had coffee.
Connect once, through MCP connectors
Authorize Google Ads, Google Analytics, Google Search Console, Meta Ads, LinkedIn Ads, Amazon Ads, and your CRM through secure MCP connectors. Each connection is one click and revocable at any time.
Schedule any report or dashboard
Ask Terno AI the question once, campaign performance, lead volume by channel, spend pacing, and turn it into a standing report that runs on the schedule you set, no rebuilding required.
Delivered to your team automatically
Once a report is scheduled, Terno AI sends it to the people who need it, every morning, without anyone logging in, exporting a CSV, or building a slide first.
Leads tracked across every channel
See leads from Google Ads, Meta, LinkedIn, and the rest of your funnel in one daily update, instead of piecing together which channel actually drove this week's pipeline after the fact.
Day-to-day tracking, not month-end surprises
Spend, conversions, and lead quality get checked daily instead of discovered at the end of the month, so a campaign that's drifting gets caught while there's still budget left to fix it.
Governed like the rest of your stack
Scheduled reports run on the same deterministic security layer as every other Terno AI query: table, column, and row-level access control, deployed inside your own cloud or on-prem environment.
How it works
Four steps, and the reporting runs itself after the first one.
Connect your channels
Authorize Google Ads, Analytics, Search Console, Meta, LinkedIn, Amazon Ads, and your CRM through secure MCP connectors. Read-only by default, revocable any time.
Ask, then schedule it
Ask the question once in plain English, spend by channel, new leads today, campaigns nearing budget, then turn it into a recurring report on the cadence you want.
It runs and sends itself
Terno AI's built-in scheduling reruns the report automatically and delivers it to your team, so the update happens whether or not anyone remembers to ask.
Track leads, day to day
See lead volume and quality by channel every day, across every ad platform you run, instead of reconstructing it once a month from five different exports.
Best practices for automating marketing reports
A few habits that separate useful automation from reports nobody reads.
Automate the report you currently dread building
The weekly update that eats an hour every Monday is usually the best first candidate for scheduling, since the time saved compounds every single week it runs on its own.
Schedule at the pace decisions actually get made
A daily digest makes sense for spend pacing and lead volume. A campaign retro doesn't need to run more than weekly. Match the schedule to how often someone will actually act on it.
Send scheduled reports to the people who'll act on them, not just leadership
A daily lead-tracking report is most useful to whoever owns follow-up that day, not only the person reviewing results at the end of the month. Route the automation to where the action happens.
Track leads by channel daily, reconcile against CRM weekly
Daily tracking catches a channel that's suddenly underperforming. A weekly reconciliation against actual CRM-confirmed pipeline catches the platforms that report leads more generously than they convert.
Revisit scheduled reports every quarter, not just when they break
A report scheduled a year ago for a campaign structure that no longer exists still runs, quietly, to an inbox that stopped reading it. A quick quarterly prune keeps automation useful instead of just accumulating.
Keep one ad hoc conversation open alongside your scheduled reports
Scheduled reports answer the recurring questions. The moment something looks off in one, ask Terno AI directly instead of waiting for tomorrow's report to confirm it.
Terno AI vs. manual exports vs. native platform dashboards vs. generic BI tools
Four ways a marketing report gets produced. Here's how they compare.
| Capability | Terno AI | Manual Export | Native Platform Dashboard | Generic BI Tool |
|---|---|---|---|---|
| Reports run and deliver themselves, no one has to remember | ✓ | – | – | ✓ |
| Covers every ad platform and channel in one scheduled report | ✓ | – | – | – |
| Leads tracked day to day across channels, not just at month-end | ✓ | – | – | – |
| Set up by asking in plain English, no report-builder UI | ✓ | – | – | – |
| Answer is computed from a real query, not a static export | ✓ | ✓ | ✓ | ✓ |
| Marketing and lead data never leaves your network | ✓ | ✓ | – | ✓ |
Automated, and still fully governed
A scheduled report runs through the exact same security layer as every other query in Terno AI: table, column, and row-level access control, deployed inside your own cloud or on-prem environment. Automating delivery doesn't mean loosening who can see what, and access to any connected platform can be revoked at any time.
Explore other connected platforms
Frequently Asked Questions
What does it mean to automate marketing reporting with Terno AI? +
It means asking a question once, spend by channel, new leads today, which campaigns are pacing over budget, and turning it into a standing report that Terno AI reruns and delivers to your team automatically, on a schedule, instead of someone rebuilding it by hand every time.
How does Terno AI's built-in scheduling work? +
Once you've asked a question and gotten an answer you want to see regularly, you can schedule that same analysis to run automatically, daily, weekly, or on whatever cadence fits, and have the result delivered without asking again.
Which channels and ad platforms can be included in an automated report? +
Anything connected through Terno AI's MCP connectors: Google Ads, Google Analytics, Google Search Console, Meta Ads, LinkedIn Ads, Amazon Ads, and your CRM or database, so a single scheduled report can span every platform instead of one per channel.
Can a scheduled report be sent to multiple team members? +
Yes. A scheduled report is meant to reach the people who need it, whether that's one person following up on leads daily or a wider team getting a shared morning update, instead of sitting in a dashboard only one person checks.
How is this different from just setting up alerts in each ad platform? +
Native platform alerts stay inside that one platform's data. Terno AI's scheduled reports can join Google Ads, Meta, LinkedIn, and your CRM together in a single automated update, so you're not stitching together five separate alerts yourself.
Can Terno AI track leads across multiple ad platforms automatically? +
Yes. Since Google Ads, Meta Ads, LinkedIn Ads, and your CRM connect through the same MCP connectors, a scheduled report can show lead volume and quality by channel together, updated daily, rather than needing a separate export from each platform.
Do we need to know how to use an automation or workflow tool to set this up? +
No. You ask the question you want reported in plain English, the same way you'd ask any question in Terno AI, then choose to schedule it. There's no separate automation builder or workflow tool to learn.
What happens if a connected ad account's access is revoked? +
Any scheduled report relying on that connection stops updating from that source. Terno AI connects read-only by default and access can be revoked at any time from the connected platform or from within Terno AI.
Is automated marketing reporting secure? +
Yes. Scheduled reports run through the same deterministic security layer as every other query in Terno AI: table, column, and row-level access control, deployment inside your own cloud or on-prem environment, and only controlled metadata shared with the underlying LLM, never raw data values.
Can we automate lead tracking without automating every report? +
Yes. Scheduling is per question, so a team can automate just the daily lead-tracking update while still asking everything else on demand, or schedule as many or as few reports as are actually useful.
How fast can we set up our first automated report? +
Connecting a channel is a one-click, read-only authorization, and scheduling a report is the same action as asking a question, then choosing to repeat it. Most teams have a first automated report running within the hour.
Does automating reports replace the need to ever ask an ad hoc question? +
No. Scheduled reports handle the recurring questions. Terno AI is still there for anything new or unexpected that comes up between scheduled runs, asked directly in the same conversation.
Can a scheduled report combine ad spend with CRM pipeline data? +
Yes. If your CRM or database is connected alongside your ad platforms, a scheduled report can join spend and lead data with actual pipeline and closed-deal data, so the daily update reflects real business outcomes, not just platform-reported clicks.
Who typically sets up scheduled reports in Terno AI? +
Usually whoever already owns marketing reporting today, since scheduling a report is the same action as asking the question, just with a cadence attached, rather than a separate technical setup step.
What if we want to change or stop a scheduled report later? +
Scheduled reports can be edited or turned off at any time, the same way the underlying question could be re-asked differently or dropped, without affecting any other automation running in the account.
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