There’s a lot you can do with ThoughtMetric’s AI connectors. You can pull numbers, ask for recommendations, and send data to other tools. Here's how to set up a recurring ThoughtMetric report in Google Sheets using Claude, and why an e-commerce team would want one.

A scheduled task runs automatically on a set cadence. In this example, you can set it up so that ThoughtMetric data is sent to a spreadsheet on a schedule that works for you and your team.

Open the Scheduled tab in Claude and create a new task. Describe the kind of report you’d like to see in Google Sheets, and Claude will likely ask a few questions to fill in the details.

Having data flow into a Google Sheet cuts out the manual work of exporting, uploading, copying and pasting. It also happens automatically, so it is not something you have to worry about if you aren’t by your computer. While all the data is available and easy to understand in ThoughtMetric, teams may also want the data available to team members who don’t have ThoughtMetric access or would prefer to look at data in a spreadsheet.

A spreadsheet report is just one of the workflows ThoughtMetric's AI connectors open up, and it takes only a few minutes to set up.

Book a demo to learn more about ThoughtMetric.

Can ThoughtMetric data be sent to Google Sheets automatically?
Yes. Connect ThoughtMetric’s AI Connector and the Google Drive connector to Claude, then create a scheduled task describing the report you want, such as weekly ROAS by campaign. Claude pulls the data from ThoughtMetric and updates the sheet on the cadence you choose.

Which Claude plans include scheduled tasks?
Scheduled tasks are available on all paid Claude plans, including Pro, Max, Team, and Enterprise. On Team and Enterprise plans, an admin controls whether Cowork is turned on.

Does my computer need to be on for a scheduled report to run?
No. Scheduled tasks run remotely, so the report updates even when your computer is asleep or the Claude Desktop app is closed. Tasks that rely on local files or apps are the exception and only run on your computer.

How often can a scheduled task run?
A scheduled task can run hourly, daily, weekly, or on weekdays. You can also run it on demand whenever you want a fresh pull.

Can I edit or pause a scheduled report?
Yes. From the Scheduled page in Claude, you can edit the task’s instructions or cadence, pause and resume it, run it on demand, or delete it.

Can team members without ThoughtMetric access see the data?
Yes. Anyone with access to the Google Sheet can see the report, which is useful for finance, operations, or leadership teams that prefer a spreadsheet.