Uses Home, Inbox, Portfolio and Console. Last updated 9 Oct 2026.
Overview
Each morning you want three answers fast: is today on track, where is money leaking, and what to change first. Home answers the first two at the top of Console. This playbook is the order a strong operator reads it in, and what to do with each finding.How it works
1
Clear the Inbox
Open Inbox first. It holds what needs you before anything else: connections about to lapse, failed automation runs, join requests. Select Reconnect on an expiring connection so tomorrow’s data still lands. See Inbox.
2
Read Home on Daily check
Open Console. In View options, set Cadence to Daily check, so today is compared with the same weekday last week. See Cadences and roles.
3
Follow the money
Read Intraday for pace, then Capture for the money you are losing: wallets running dry, budgets exhausted, out of stock products still spending. Then Top movers for the ad account that moved the whole number.
4
Ask why before you act
On any card, select Ask why. Botep answers in Console with that context, so you fix the cause, not the symptom.
5
Act, then check the overnight work
Make the changes below, then read Agents activity to see what your automations did while you were away.
Use it
A campaign went dark on budget
Raise the daily budget, or let a script or a distribution move budget before the day ends. Use Ad live time to see when it stopped.A product is below your ROAS target
Cap its daily budget with a script, or pause it. If many products need the same change, open Apply now in Portfolio and apply the suggested changes in one pass.A loss you cannot explain
Open Missed GMV by hour to see when the drop started and which cause led: budget, wallet, stock or a pause.Keep the read one click away
When an answer in Console is the view you want every morning, save it with Save as artifact, then Pin to my workflow. To get it sent to you, see Schedule a report.Ask Botep
FAQ
Home is empty
Home is empty
Home needs a connected ad account and its first day of data. Right after you connect, sections show that performance is syncing.
Missed GMV looks far too large
Missed GMV looks far too large
Treat it as a direction, not a final number. Check it next to actual ads GMV and Ad live time, and act on the biggest cause. See Missed GMV.
A product is live on the network but missing in Epsilo
A product is live on the network but missing in Epsilo
A new product can lag one sync. Give it a full cycle, then check the connection is healthy in Inbox. If it is still missing after a day, send the ad account, product ID and link to support@epsilo.io. See Data syncing.
Related
Cadences and roles
Set what Home leads with.
Automate your optimization
Stop making the same fix by hand.
Weekly and monthly review
Step back from the day.