Automate repeat marketing reviews with Composer
Generated by Klaviyo AI
Recurring tasks in Klaviyo’s Composer run marketing analyses on a schedule and save findings as conversations for follow-up. The guide explains which reports to schedule, how to create and manage tasks, and how to write instructions that remain useful over time.
- Flexible scheduling: Tasks can run daily, weekly, or monthly, with relative date ranges that advance automatically.
- Five reporting examples: The guide provides prompts for revenue, campaign performance, deliverability, flow performance, and audience health reviews.
- Task management: Create tasks through a conversation or form, then edit instructions, test runs, or pause future runs under Customize > Scheduled.
- Conversational results: Each run is saved as a conversation where findings can be reviewed and follow-up questions asked.
- Human approval: Tasks analyze and report, while any changes Composer prepares require human approval before going live.
Recurring tasks give you automated marketing reports from Klaviyo's AI marketing agent, Composer: the revenue, campaign, and deliverability reviews you repeat each week, run on a schedule you set. The findings, plus a short list of what to investigate, are waiting in Composer before your first meeting.
Repeat reporting is the easiest work to let slip. A busy Monday pushes the campaign recap to Wednesday. A climb in spam complaints goes unnoticed until the next big send underperforms. A recurring task runs whether or not your calendar cooperates, and it starts from your Klaviyo data instead of a blank page.
Because Composer reads the numbers for you, each run goes further than a scheduled export. It points to what changed and where to dig in, and it lands as a conversation, so you can ask why click rate dipped or which flow drove a bounce spike right where the findings are.
What do recurring tasks in Composer do?
A recurring task is a saved instruction that Composer runs on a schedule, so you get the same analysis again and again without retyping the request. Here's what that looks like in practice:
- Reviews on your cadence: Pick daily, weekly, or monthly, then the day and time. Monthly tasks can run on any date from the 1st through the 28th.
- Dates that move with you: Relative periods like "yesterday" and "last week" roll forward with each run, so the Monday recap covers the week that just ended.
- A record of each run: Results are saved in the task's run history as a conversation. Open one to read the findings, ask a follow-up, or keep the analysis going.
- A heads-up when something's missing: If Composer needs an answer to finish a run, the run is marked as awaiting input. Open the conversation and provide what's missing.
- Context from your connected tools: Tasks can draw on apps you've connected to Composer, so a review isn't limited to what lives inside Klaviyo.
Benefits of automated marketing reports in Composer
The biggest gain is timing. A deliverability dip spotted Monday morning gets fixed before Thursday's send goes out, and a revenue drop flagged at 8 a.m. gets a look while there's still time to respond.
Here's what changes when your repeat reviews run on a schedule:
Without recurring tasks | With recurring tasks |
You remember to check yesterday's revenue | Yesterday's revenue brief is waiting when you open Composer |
You pull the same metrics each Monday | You review a weekly summary Composer already prepared |
You inspect deliverability trends by hand | A weekly review flags changes in bounces, spam complaints, and unsubscribes |
You find time to audit flows when you can | A monthly flow review arrives with prioritized opportunities |
Each analysis starts from scratch | You pick up the conversation where Composer's findings leave off |
That split, with AI doing the analysis and people making the call, is how lean teams get more from the data they already have. Dagne Dover runs more than 30 live flows with a small marketing team and moves faster with Klaviyo AI without handing over the final say.
"We're using Klaviyo AI to do the bulk of our analysis and execution, and then we're still making final decisions on everything,” says Caitlin Frye, director of marketing, Dagne Dover.
5 automated marketing reports to schedule first
Start with the reviews you already run by hand. Each prompt below is ready to paste into Composer, and you can swap in your own metrics, times, or time zone.
Daily revenue brief
Yesterday's revenue is the first question of the day and the easiest one to skip on a hectic morning. This brief breaks attributed revenue out by channel, compares it with the day before, and tells you where to start looking.
Ask Composer: Every day at 8 a.m. Eastern, summarize yesterday's attributed revenue by channel. Compare it with the previous day, highlight notable changes, and give me 3 things worth investigating. Call the task "Daily revenue brief."
Weekly marketing pulse
By 9 a.m. Monday, you should know which of last week's campaigns earned their spot on the calendar. This review surfaces standout sends and the changes that need a closer look, so the week's plan starts from evidence. For more on reading the results, see campaign performance insights.
Ask Composer: Every Monday at 9 a.m. Eastern, review last week's email campaigns. Show click rate, placed order rate, and attributed revenue. Highlight the biggest wins, meaningful changes, and 3 opportunities to investigate this week. Call the task "Weekly marketing pulse."
Deliverability watch
Campaigns can't perform if they don't reach the inbox, and deliverability problems tend to build quietly. A useful weekly deliverability report tracks 3 numbers against the week before: bounce rate, spam complaint rate, and unsubscribe rate. This task watches all 3 and names the campaigns or flows behind any change. If something looks off, follow up with a full email deliverability audit.
Ask Composer: Every Monday at 9 a.m. Eastern, review email deliverability for the previous week. Compare bounce rates, spam complaints, and unsubscribes with the week before. Flag unusual changes, identify relevant campaigns or flows, and recommend 3 things to investigate. Call the task "Deliverability watch."
Flow growth review
Flows run day in and day out, which makes them easy to stop checking. A monthly review finds your strongest performers, catches declines, and ranks what to fix first. When Composer flags an underperforming flow, ask it to prepare the change so you can review it before anything goes live.
Ask Composer: On the 1st of every month at 10 a.m. Eastern, review my flow performance for the previous month. Identify my strongest-performing flows, any meaningful declines, and 3 prioritized opportunities for improvement. Call the task "Flow growth review."
Audience health check
A growing subscriber count can hide a rising unsubscribe rate. This weekly check puts new subscribers, unsubscribes, and net growth side by side and flags engagement changes worth a look, so you can adjust your sign-up forms or send frequency before list health slips.
Ask Composer: Every Monday at 9 a.m. Eastern, review audience growth over the previous week. Show new subscribers, unsubscribes, net growth, and notable changes in engagement. Highlight 3 opportunities or concerns worth investigating. Call the task "Audience health check."
How to set up a recurring task in Composer
You can create a recurring task by asking Composer in plain language or by filling out a short form. Both take a few minutes, and both land in the same place: Customize > Scheduled.
Ask Composer to set it up
- Run the request once in a regular Composer conversation to check that the result is what you need. If it needs information from another app, connect that app first.
- Tell Composer what to do, how often, and at what time, and give the task a name. Any of the 5 prompts above works as a starting point.
- Answer any follow-up questions, then check the confirmed schedule and time zone.
- Find the saved task under Customize > Scheduled.
Build it in the form
- Open Customize > Scheduled and click New > New scheduled task.
- Add a title and instructions describing the work you want repeated.
- Choose Daily, Weekly, or Monthly, then set the day and time. Monthly tasks can run on dates 1 through 28, and a blank form uses your browser's time zone.
- Review the schedule and click Save. The task is active right away.
For a head start, pick one of the suggested tasks on the same page, adjust its instructions and schedule, and save it.
Once a task is live, open it any time to read past runs in its run history. Choose More actions > Run now to test it without changing the regular schedule, edit the instructions as your reporting needs change, or switch the toggle off to pause future runs. For the full set of options, see how to create recurring scheduled tasks in Composer.
Write instructions that hold up week after week
A recurring task runs without you there to clarify, so the instructions have to do the work. These habits keep the results useful run after run:
- Name the result you want: "Review last week's email campaigns" gives Composer a clear job. "Send me a report" leaves it guessing.
- Use relative dates: Periods like "yesterday," "last week," and "the previous month" move forward with each run. A fixed date range reruns the same stale window.
- List the metrics: Spell out click rate, placed order rate, or attributed revenue so each run compares the same numbers.
- Cap the to-do list: Asking for 3 things to investigate keeps the findings short enough to act on before your first meeting.
- Answer recurring questions once: If the same follow-up question keeps coming up, add the answer to the task's saved instructions so future runs already have it.
- Reuse your reporting method: Save a standard review process as a Custom Skill, then reference it in the task so each run follows the same playbook.
Frequently asked questions about recurring tasks
What is an AI marketing agent, and how is it different from marketing automation software?
An AI marketing agent works on your marketing for you: it analyzes performance, finds opportunities, and drafts campaigns, flows, and segments for your review. Marketing automation software sends messages to customers when a trigger fires, following rules you set in advance.
In Klaviyo, the two work side by side on the same customer data. Flows send messages to customers, while recurring tasks in Composer send findings to you. For more, see what is agentic marketing?
Can a recurring task send campaigns or make changes on its own?
The tasks in this guide analyze and report, and the results wait for you in Composer. When Composer finds something worth changing, such as an underperforming flow, it can prepare the change for your review. Built-in control means nothing goes live without human approval.
What should a weekly email deliverability report include?
At minimum, compare bounce rate, spam complaint rate, and unsubscribe rate with the previous week, then trace any jump to the campaigns or flows behind it. The deliverability watch task above does that each Monday and recommends 3 things to investigate.