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How to generate an AI Summary

Quickly and easily analyze, interpret and action reporting data with AI.

Updated this week

The AI Summary is an AI-powered summary designed to save you time and add context to your reporting. Available in single-profile and custom reports, it transforms raw data into a clear narrative by surfacing the most important results, identifying what caused performance changes, and suggesting actionable next steps.

Please Note: For single reports, the AI Summary is available to users on a Standard, Professional, Advanced, or Custom subscription plan.



How to generate an AI Summary for Single Reports

After navigating to the Reports feature, you may generate an AI Summary by following these steps:

  1. Choose a social profile from the left-hand menu and select a date range

  2. Click the Generate summary icon

  3. The AI Summary will appear in a pop-up

Note: To generate a summary for a new period, update the date range and click Generate summary again.

What is included in the AI Summary?

The content of the AI Summary adapts to the type of report and the selected network. Each Summary is organized under three sections to make results easy to review and share. These sections include:

Key Performance Summary

This section highlights the most important metrics for the selected profile and date range. It includes:

  • A summary of metrics such as Engagement, Impressions, and Audience Growth

  • Comparisons with the previous reporting period

  • Root cause explanations for significant changes (for example, a viral post, changes in posting frequency, or shifts in content format)

  • Indications when data is not available for a metric

Competitive Analysis

This section compares your profile to competitors. It includes:

  • Engagement per post, content volume, and audience size

  • Identification of gaps and opportunities, such as lower posting frequency or weaker engagement compared to competitors

  • Insights only when comparative data is available

Actionable Recommendations

This section provides guidance for improving results. It includes:

  • At least one tactical and one strategic recommendation

  • Concrete steps such as increasing posting frequency, experimenting with new content formats, or replicating high-performing posts

  • Suggestions designed to shape future strategy and improve performance over time

Data Limits for the AI Summary

To ensure reliable performance of the AI Summary:

  • For reports longer than two months, data is aggregated:

    • Reporting periods of 2–6 months are grouped by 3-day intervals

    • Reporting periods of 6–12 months are grouped by week

  • If a report contains more than 50 posts, only 50 will be analyzed (the 25 most recent and the 25 oldest)


How to export an AI Summary for Single Reports

The AI Summar may be added to a report export. To add the AI Summary to a report export:

  1. Configure the report and click the orange Export icon

  2. Select PDF Global Data (currently the only export option compatible with the AI Summary)

  3. Click the Customize export icon and toggle on AI Summary

  4. Click Export

  5. You will receive the report by email. The AI Summary will appear as the first section.

Please Note: The AI Summary will not be included in automatic scheduled report exports.



AI Summary for Custom Reports

Agorapulse offers an AI Summary for Custom reports and is available for the following reports:

  • Aggregated reports (by network and by profile)

  • Multilabel reports (Any and All)

  • Team Performance reports

Please Note: AI Summary for Custom Reports is available to users on an Advanced or Custom subscription plan. If you would like to change your plan to access this feature, feel free to reach out to us here.



How to generate an AI Summary for Custom Reports

After navigating to the Reports feature, you may generate an AI Summary for your Custom report by following these steps:

  1. Navigate to the Reports feature and select your Custom reports from the left-hand menu.

  2. Click the Generate summary icon

  3. The AI Summary will appear in a pop-up

Note: To generate a summary for a new period, update the date range and click Generate summary again.


What is included in the Custom report AI Summary?

The content of the Custom report AI Summary adapts to the type of report that is selected. The Summary is organized into three sections to make the results easy to review and share.

Aggregated


Portfolio Performance Overview

This section provides a summary of the social media portfolio's performance. It includes:

  • Follower Growth, Engagement, Impressions, Publishing Volume, and Root Causes

  • Summarizing overall performance trends across all profiles

  • Highlighting major portfolio wide changes (positive and negative).

Profile/Network Performance Analysis

This section provides a more detailed analysis of each social profile. It includes:

  • Top Performers, Underperformers, Performance vs Portfolio Average, and Actionable Outliers

  • Identification of top and bottom performers with a specific focus on actionable outliers (biggest opportunities and problems)

  • Standout individual achievements or concerning underperformance.

Strategic Recommendations

This section provides guidance for improving results and includes:

  • Up to three recommendations that focus on high-impact areas. These suggestions help with Effort Allocation, Attention Prioritization, and Performance Optimization.

Multilabel (All)

Content Cut Performance Overview

This section summarizes the overall performance of posts containing the selected labels. It includes:

  • Total Reach, Impressions, Engagement, and Post Volume

  • A comparison of aggregated performance to identify overall effectiveness.

Network Effectiveness Analysis

This section ranks networks by performance for this content cut. It includes:

  • Engagement Rate and Reach Efficiency

  • Identification of which platforms deliver the best ROI for the specific content type

  • Highlights of performance gaps between networks.

Strategic Recommendations

This section focuses on platform prioritization and content optimization. It includes:

  • Up to three suggestions that focus on Prioritizing, Leveraging, and Optimizing content

  • Suggestions designed to shape future strategy and improve performance over time.

Multilabel (Any)


Label Performance Matrix

This section compares label performance across networks. It includes:

  • Identification of the highest and lowest performing content themes

  • Measurement of performance differences with specific metrics.

Network-Label Optimization Analysis

This section highlights opportunities to improve performance. It includes:

  • Highlighting the best performing label combinations per network

  • Identifying labels that could perform better on specific networks

  • Highlighting problematic combinations.

Strategic Recommendations

This section focuses on content strategy adjustments. It includes:

  • Platform specific label optimization

  • Up to three recommendations.

Team Performance


Team Performance Overview

This section summarizes your overall team metrics. It includes:

  • Total Messages Handled, Average Response Times, and Action Volumes

  • Highlighting aggregated performance trends during the reporting period

  • Key performance indicators at the team level.

Individual Performance Analysis

This section identifies your team's top performers and performance patterns. It includes:

  • Differences in response times between team members

  • Workload distribution showing the message volume per individual

  • Identifying team members with unusual performance patterns (for example, response time disparities).

Operational Bottlenecks & Issues

This section identifies potential bottlenecks that are causing slowdowns. It includes:

  • Response Time Issues, Workload Imbalances, Coverage Gaps, and Network-Specific Challenges

  • Identifying profiles with consistently slow response times

  • Finding potential time zone or capacity issues based on your team's performance patterns.



How to export an AI Summary for Custom Reports

To include the AI Summary in your export:

  1. From the Reports feature, select your Custom report that you want to export

  2. Click on Export at the top right of the screen

  3. Select Export with AI Summary


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