You can connect your Supermetrics account to AI tools, such as Claude, ChatGPT, Google Gemini Enterprise, and many others, using our custom AI integration capabilities. This lets you to use your AI tool to ask natural-language questions and get instant answers based on data from all the marketing platforms you've already connected to your Supermetrics account.
You can use our ready-made AI chats destinations or build your own integration with the Supermetrics MCP server. This article discusses the setup, best practices, and example use cases for AI chats.
AI chats or the Supermetrics MCP server?
The AI chats are a plug-and-play option to getting started quickly without any coding. Just connect your Supermetrics account to the AI chat, and you’re set. With the AI chat destinations, your marketing data runs through the Supermetrics MCP server in the background.
To use Supermetrics AI chats, you need an active Supermetrics subscription that includes the AI chats destination.If you want to build your own workflows to work on your data in different tools, use the Supermetrics MCP server.
To use the Supermetrics MCP server, you need the Supermetrics API included in your subscription.
Before you begin
Please note the following requirements to use the AI chats:
You have an active Supermetrics account and subscription (trial or paid) that includes the AI chats destination — One will be created on login if none exists.
You have connected to the data sources you want to work with. Learn how to connect to your data sources on the Supermetrics Hub.
Instructions
Connect to Claude
To connect to Claude, go to our Claude integration page and click Try for free.
Connect to ChatGPT
To connect Supermetrics to ChatGPT, go to our ChatGPT integration page and click Try for free.
Note that you need a ChatGPT Business or Enterprise plan.
Read more about how to use Supermetrics in ChatGPT.
Connect to Microsoft Copilot
To use Supermetrics in Microsoft Copilot, you need:
A Microsoft 365 tenant with Microsoft Teams enabled
A Microsoft 365 Copilot license (if required for your environment)
Read more in our Supermetrics Marketing Analyst for Copilot setup guide.
Connect to Google Gemini Enterprise
Get in touch with us to discuss enablement for Google Gemini Enterprise.
Best practices
Once connected, the AI chat can access data from any platform you've already connected to your Supermetrics account (such as Google Ads, Facebook Ads, Google Analytics, and more).
You can ask natural questions about your marketing data, for example:
How much did we spend on Google Ads last month?
Which Facebook campaigns had the best ROI this quarter?
Show me our website traffic trends from Google Analytics.
Compare Instagram vs. TikTok ad performance.
What are our top converting keywords?
For use case examples, read more below, or head over to our AI use case examples article for more inspiration.
Note
When you make a request, the AI tool may need to use several "actions" from the connector. You may need to manually approve these actions as they appear in the chat for the query to complete successfully.
Tips for success
Start simple: Begin with basic questions about your data before diving into complex, multi-platform analysis.
Be specific: Instead of asking for "performance data," be more specific, like "show me Google Ads click-through rates for last week."
Combine platforms: The real power comes from comparing and combining data. Try asking, "Create a summary comparing all my clients' Facebook ad performance this month."
Ask follow-ups: If you see interesting trends in the response, ask your AI to "dig deeper" or "explain what might be causing them."
Use case examples for ChatGPT
Executive 30–90 day performance deck
Goal: Turn cross‑channel performance data into a slide‑ready executive review.
Example flow:
Pull the data
“Pull the last 30 days of performance data from my Google Ads and Facebook Ads accounts. Clicks, Cost, and Impressions by data source, date, and campaign name.”
Build the deck outline
“Create a marketing performance overview as a slide‑ready deck, including in different slides a summary intro, individual channel‑level deep dives, cross‑channel comparisons, strategic recommendations, a next‑period forecast, and actionable next steps. Structure it into a clean, concise slide outline with titles, subtitles, bullet points, and insight callouts.”
Generate the exec email
“Write a concise email summarizing the deck to share with my CMO.”
Outcome:
Ready‑to‑use deck structure for quarterly or Month-over-Month reviews
Clear talking points and recommendations, grounded in real data
Saved time vs. building slides manually from spreadsheets
Week‑over‑week campaign optimization
Goal: Compare a single campaign across channels week‑over‑week and get an optimization plan.
Example flow:
Pull Week-over-Week data
“Pull performance data for my ‘Brand Testimonial’ campaign running on LinkedIn Ads and Facebook Ads. Retrieve data for the last 7 days and the previous 7‑day period.”
Visual WoW comparison
“Provide a cross‑channel visual performance analysis of the campaign, comparing this week vs. the previous week.”
Optimization plan
“Provide a document that includes recommended optimizations for my campaign.”
Outcome:
Simple Week-over-Week charts/tables (CPA, spend, clicks, conversions)
Channel‑specific actions (pause, scale, test) derived from the data
Reusable “performance review” prompt pattern that can be run weekly
Use case examples for Claude
90‑day cross‑channel performance review
Goal: Produce a 90‑day multi‑channel performance analysis and executive summary.
Example flow:
Pull 90‑day data
“Pull the last 90 days of performance data from my LinkedIn Ads and Facebook Ads accounts.”
Build the deck
“Create a marketing performance overview as a slide‑ready deck, including in different slides a summary intro, individual channel‑level deep dives, cross‑channel comparisons, strategic recommendations, a next‑period forecast, and actionable next steps. Structure it into a clean, concise slide outline with titles, subtitles, bullet points, and insight callouts.”
Leadership email
“Write a concise email summarizing the deck to share with my CMO.”
Outcome:
Consistent, repeatable analysis pattern for quarterly reviews
Strong “reasoning‑heavy” narrative leveraging Claude’s strengths
Weekly paid media budget pacing report
Goal: Generate a weekly snapshot of spend pacing vs. budget across all paid channels, flag under/over-delivery, and recommend reallocation.
Example flow:
Pull week-to-date and month-to-date spend data
"Pull this week's and month-to-date spend, impressions, clicks, and conversions from my Google Ads, Facebook Ads, and LinkedIn Ads accounts."
Build a pacing dashboard document
"Create a visual report showing each channel's actual spend vs. planned budget, percent paced, projected end-of-month spend at current run rate, and a RAG status for each. Include a reallocation recommendation section based on which channels are outperforming on CPA."
Slack summary for the media team
"Write a short Slack message for my paid media team summarizing this week's pacing status, flagging any channels that need immediate attention, and listing the top 3 recommended budget shifts."
Outcome:
Eliminates manual spreadsheet pacing calculations every Monday
Proactive budget reallocation recommendations grounded in live data
Clear team communication artifact ready to post
Creative fatigue and ad refresh analysis
Goal: Identify which ad creatives are fatiguing across channels and produce a brief recommending refreshes, pauses, or scale-ups.
Example flow:
Pull ad-level performance over time
"Pull the last 60 days of ad-level data from my Facebook Ads and LinkedIn Ads accounts — I need ad name, spend, impressions, CTR, CPC, and conversion rate broken out by week."
Analyze creative performance trends
"Identify which ads show declining CTR or rising CPC over the past 4 weeks while still receiving significant spend. Flag these as 'fatiguing.' Also highlight any newer ads with improving metrics that could absorb more budget. Present this as a creative health report with a table of fatiguing ads, rising ads, and stable performers, plus a recommended action for each."
Brief for the creative team
"Write a short creative brief document summarizing which themes and formats are fatiguing, what's working, and 3–5 specific creative directions to test next based on the patterns in the data."
Outcome:
Data-driven creative refresh cycle instead of gut-feel rotation
Bridges the gap between media buying data and creative strategy
Repeatable monthly or bi-weekly cadence
Competitor benchmarking and share-of-voice snapshot
Goal: Combine your own paid performance data with publicly available benchmarks to assess competitive positioning and identify gaps.
Example flow:
Pull your own channel metrics
"Pull the last 90 days of performance data from my Google Ads and Facebook Ads accounts — focus on CPM, CPC, CTR, and conversion rate by campaign type."
Benchmark and contextualize
"Compare my metrics against industry benchmarks for B2B SaaS paid media. For each metric and channel, show where I'm above, at, or below the benchmark, and calculate the gap. Present this as a competitive positioning scorecard with a summary of my strongest and weakest areas relative to the market."
Strategic recommendations memo
"Write a one-page strategy memo for my VP of Marketing outlining where we're outperforming the market and should double down, where we're underperforming and need to investigate, and 3 specific initiatives to close the biggest gaps over the next quarter."
Outcome:
Turns internal data into a market-relative story that leadership actually cares about
Combines Supermetrics data pull with Claude's reasoning to contextualize raw numbers
Natural quarterly or campaign-launch cadence
Use case examples for Gemini Enterprise
Monthly cross‑channel performance review in Gemini Enterprise
Goal: Let leaders and marketers ask “How are we doing?” directly in Gemini Enterprise
Example prompts:
“Give me a marketing performance summary for all channels this month.”
“Compare Meta Ads and Google Ads ROAS for Q1.”
“Which campaigns are pacing ahead of budget this month?”
What happens:
Gemini Enterprise agent uses Supermetrics MCP tools to:
Discover connected sources (such as Google Ads, Meta, LinkedIn, GA4)
Identify the relevant accounts to use
Pull the relevant metrics in real time
Return a narrative summary and optional charts
Outcome:
Self‑serve, natural‑language access to live performance data in the Google Workspace that Supermetrics users already use.
Deep‑dive analysis on a specific channel or KPI
Goal: Let analysts and managers explore a particular area without dashboards.
Example prompts:
“Show me our email open and click‑through rates over the past 6 months.”
“Identify campaigns with the highest cost per lead in LinkedIn Ads last quarter.”
“Create a bar chart of ad spend by channel for the last quarter.”
Outcome:
Quick exploratory answers and visuals without needing a BI tool
Great for ad‑hoc questions, pre‑meeting prep, or hypothesis testing
Use case examples for Microsoft Copilot
Performance snapshots directly in Teams/Copilot
Goal: Give Teams users quick access to marketing KPIs via Copilot.
Example prompts:
“Using Supermetrics Marketing Analyst, summarize last month’s Google Ads performance. Highlight the top 3 campaigns by ROAS.”
“Show Meta + LinkedIn spend and conversions by country for Q1.”
Outcome:
Instant summaries inside the Microsoft 365 environment
Easy for marketers and stakeholders who live in Teams to stay on top of performance
Auto‑draft stakeholder updates in Outlook/Teams
Goal: Turn data into comms (emails, Teams posts) without manual copying.
Example prompts:
“Based on our latest campaign performance from Supermetrics, draft a Teams update summarizing key wins and risks for the growth team.”
“Write an email to our VP Marketing summarizing where we should reallocate budget next month, using our Supermetrics data.”
Outcome:
Faster reporting and stakeholder communication
Consistent format for weekly/monthly updates, built on live data
How different AI platforms use data for training
Before you start prompting and using the AI platforms to get insights of your marketing data with Supermetrics, it’s important to understand how your inputs are handled.
How your data is used for model training depends entirely on the AI platform you choose and your specific subscription level. While most providers allow you to manage your privacy through opt-in or opt-out settings, these defaults vary significantly between personal and enterprise accounts.
Claude
Claude Free, Pro, and Max personal accounts and Team accounts use your data for training purposes, but you can opt out.
Claude Enterprise or API accounts don't use your data for training purposes.
ChatGPT
ChatGPT Free, Plus, and Pro accounts use your data for training purposes, but you can opt out.
ChatGPT Business or Enterprise accounts, or the OpenAI API account don't use your data, but you can opt in.
Google Gemini
Free Gemini accounts and paid Google AI Plus, AI Pro, and AI Ultra accounts use your data for training purposes, but you can opt out.
Google Workspace or API accounts don't use your data, but you can opt in.
Gemini Enterprise accounts don't use your data for training purposes.
Microsoft Copilot
Free or paid personal Microsoft 365 accounts use your data for training purposes, but you can opt out.
Microsoft 365 Copilot Business accounts, Enterprise accounts, and API-based services don't use your data for training purposes.
Disclaimer
This article is provided for informational purposes only and does not constitute legal advice. The information is based on publicly available documentation, terms and statements from the respective providers at the time of writing.
Please note that third-party providers may unilaterally change their policies, terms, or data usage practices at any time. Supermetrics does not guarantee the accuracy, completeness, or ongoing validity of this information.
Customers should review the official documentation of the relevant AI provider for the most current information. Supermetrics accepts no liability for any decisions or actions taken based on the information provided.