Make sure you have active accounts with Pluga<\/a>, Reportei<\/a>, and Google Gemini<\/a> (a Google account).<\/p>\n\n\n For this integration, you need:<\/p>\n\n\n Important:<\/strong> this automation uses three tools, with Google Gemini as an intermediate step. Pluga calls this feature multi-actions, and it is available on its paid plans<\/strong>.<\/p>\n\n\n 1. Open Pluga and click “Sign in”, or “Sign up” if this is your first visit<\/strong><\/p>\n\n\n 2. Select the tools<\/strong><\/p>\n\n\n On Pluga\u2019s home page, click “Create automation”. Choose Reportei as the source tool and select a trigger:<\/p>\n\n\n Report viewed<\/strong><\/p>\n\n\n When a report is viewed<\/p>\n\n\n Dashboard created<\/strong><\/p>\n\n\n When a dashboard is created<\/p>\n\n\n Automation executed<\/strong><\/p>\n\n\n When an automation runs<\/p>\n\n\n Control goal reached<\/strong><\/p>\n\n\n When a Control goal is reached<\/p>\n\n\n Control goal not reached<\/strong><\/p>\n\n\n When a Control goal is missed<\/p>\n\n\n Milestone added to Timeline<\/strong><\/p>\n\n\n When a milestone is added to the Timeline<\/p>\n\n\n For this example, choose “Control goal reached”.<\/p>\n\n\n 3. Connect your Reportei account<\/strong><\/p>\n\n\n To connect Reportei to Pluga, you need the API access token from your Reportei account.<\/p>\n\n\n If you need help finding the token, click “See the step-by-step guide to finding your access keys” in Pluga. Paste the token into the field provided and click “Connect new account”.<\/p>\n\n\n 4. Configure the Reportei options<\/strong><\/p>\n\n\n Select the project to monitor. The automation runs whenever a Control goal is reached in that project.<\/p>\n\n\n 5. Apply filters if needed<\/strong><\/p>\n\n\n Use filters to record a milestone only in specific situations, such as when the reached goal belongs to a particular project or client.<\/p>\n\n\n If you do not need filters, click “Save and continue”.<\/p>\n\n\n 6. Select Google Gemini as the intermediate tool<\/strong><\/p>\n\n\n Click “Connect new tool” and select Google Gemini as the automation\u2019s intermediate step. Choose the “Send message” action.<\/p>\n\n\n 7. Connect your Google Gemini account<\/strong><\/p>\n\n\n Click “Connect new account” and authorize Pluga to access Gemini through your Google account.<\/p>\n\n\n 8. Configure the message for Gemini<\/strong><\/p>\n\n\n Write the prompt Gemini should receive whenever the goal is reached.<\/p>\n\n\n In the “Message”<\/strong> field, use Reportei\u2019s dynamic variables. The {Empresa}<\/strong> (Company) and {Meta}<\/strong> (Goal) variables personalize the search automatically. Specify the indicator to analyze in the prompt. For example:<\/p>\n\n\n Company: {Empresa}<\/p>\n\n\n Goal: {Meta}<\/p>\n\n\n Indicator: Number of followers<\/p>\n\n\n Perform the full analysis and return only the final strategic insight in the conversation.<\/p>\n<\/blockquote>\n\n\n In “Model”<\/strong>, the example uses Gemini 2.5 Flash<\/strong> with web search enabled.<\/p>\n\n\n Use the optional “System instructions”<\/strong> field to define Gemini\u2019s behavior. For example:<\/p>\n\n\n You are a senior market intelligence analyst specializing in B2B and SaaS brands. Communicate clearly and analytically, focusing on decisions and practical actions.<\/p>\n\n\n The user will provide:<\/p>\n\n\n Company: [name]<\/p>\n\n\n Goal: [target metric]<\/p>\n\n\n Indicator: [indicator type]<\/p>\n\n\n If any required input is missing, return no output.<\/p>\n\n\n —<\/p>\n\n\n REQUIRED STEP \u2014 complete before analysis<\/p>\n\n\n Use web search to find the metric\u2019s current value. Do not assume or estimate it. If you cannot find it, mark the result as inconclusive.<\/p>\n\n\n Classify the result using the verified value:<\/p>\n\n\n – Goal reached \u2192 current value is equal to or above the target<\/p>\n\n\n – Goal not reached \u2192 current value is below the target<\/p>\n\n\n – Inconclusive \u2192 no data found after searching<\/p>\n\n\n —<\/p>\n\n\n ANALYTICAL CHECKLIST (do not include this checklist in the output)<\/p>\n\n\n – Determine the segment from public information: B2B SaaS, B2C SaaS, B2B services, or hybrid<\/p>\n\n\n – Choose the period: goal not reached \u2192 30 days; recently reached \u2192 90 days; reached and sustained \u2192 6\u201312 months<\/p>\n\n\n – Assess the funnel: Presence \u2192 Perception \u2192 Performance against the goal<\/p>\n\n\n —<\/p>\n\n\n OUTPUT<\/p>\n<\/blockquote>\n\n\n Return one concise, action-oriented executive paragraph reflecting the goal\u2019s actual verified status. Do not add headings, lists, or extra sections.<\/p>\n\n\n Enable “Web search”<\/strong> so Gemini can retrieve current information.<\/p>\n\n\n Tip:<\/strong> the generated milestone depends on prompt quality. Before enabling the automation, test variations directly in Gemini, replacing variables manually, and check that the output has the expected format. You can ask Gemini to improve the prompt by explaining your desired outcome.<\/p>\n\n\n 9. Add the Reportei action and configure milestone fields<\/strong><\/p>\n\n\n Add Reportei as the destination and choose “Add milestone to Timeline”. Select the target project, then map Gemini\u2019s response to the corresponding Reportei fields:<\/p>\n\n\n Customize the milestone title. You can combine Gemini\u2019s response with Reportei information, such as the client name or the goal that was reached.<\/p>\n\n\n Map Gemini\u2019s complete response to this field. It contains the researched market context.<\/p>\n\n\n Important:<\/strong> you can use “Fill fields with AI” to map fields automatically, but always check the suggested mapping.<\/p>\n\n\n 10. Finish the automation<\/strong><\/p>\n\n\n On the confirmation screen, click “Finish automation”. Choose “Connect new tool” to add further actions, such as a Slack notification or a spreadsheet entry.<\/p>\n\n\n Now, whenever a Reportei Control goal is reached, Gemini searches the web for the client\u2019s market context and saves the information as a Timeline milestone.<\/p>\n\n\n The example prompt focuses on B2B and SaaS, but you can adapt it. For e-commerce clients, marketplace reputation and seasonal search trends may be more relevant. For local service businesses, focus on reviews and Google Maps presence. More specific instructions produce more relevant milestones.<\/p>\n\n\n You can also enrich the Timeline when a goal is not<\/strong> reached, adding context for strategy adjustments, or when a report is viewed, recording a market snapshot at delivery time.<\/p>\n\n\n Alongside the Timeline milestone, send the same Gemini-generated content to Slack or WhatsApp so the team receives it together.<\/p>\n\n\n \u2022 Explore Reportei automations in Pluga: pluga.co\/ferramentas\/reportei\/integracao<\/a><\/p>\n\n\n \u2022 Learn about Reportei Control: reportei.com\/reportei-controle<\/a><\/p>\n\n\n \u2022 Reportei + Pluga integration: reportei.com\/central-de-ajuda\/como-integrar-a-pluga-ao-reportei<\/a><\/p>\n\n\n\n
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