

Every marketer has lived the same scene: it’s Monday morning, launches are looming, and you’re still screenshotting Instagram Insights, copying numbers into a spreadsheet, and trying to remember which column held last month’s reach.A good Instagram insights template changes that. It standardizes the KPIs that matter—reach, impressions, saves, clicks, follower growth—so every report looks the same, every time. Plug those metrics into Google Sheets and you unlock filters, charts, blended views with other channels, and shareable dashboards clients can open without any special tools.Instead of reinventing the wheel for each campaign, you reuse a single template: duplicate, change the date range, and instantly compare creators, campaigns, or markets. Agencies can white‑label the layout, business owners get one source of truth, and sales teams finally see which posts are actually driving pipeline.Now imagine delegating that template to an AI agent. The agent logs into Instagram, pulls fresh numbers, pastes them into Google Sheets, updates charts, and even highlights wins—all while you’re still sipping your coffee. No late‑night reporting, no ‘who updated this column?’ drama, just clean data flowing in on autopilot.
## 1. Manual ways to build an Instagram Insights template### 1.1 Export or read Insights from Instagram1. Switch your Instagram account to a professional account if you haven’t already (required for Insights). See Instagram’s Help Center: https://help.instagram.com2. In the Instagram mobile app, go to your profile.3. Tap **Professional dashboard** or **Insights**.4. For each key area (Overview, Content You Shared, Audience), note metrics like: - Accounts reached - Accounts engaged - Followers and growth - Content interactions (likes, comments, saves, shares)5. For posts, open each one, tap **View insights**, and record impressions, reach, profile visits, website taps, etc.This is slow but useful for understanding which metrics you truly care about before you automate.### 1.2 Create a base template in Google Sheets1. Open https://sheets.google.com and start a new blank sheet.2. On **Sheet 1 – Summary**, create columns: - Date range - Accounts reached - Accounts engaged - Impressions - Link clicks / Website taps - Follower count (start/end) and growth3. On **Sheet 2 – Content**, create columns: - Date - Post link - Format (Reel, Story, Post, Carousel) - Impressions - Reach - Saves - Shares - Comments - Link clicks4. Manually type or paste the numbers you collected from Instagram.5. Use Google Sheets’ chart tools to visualize trends (see Google Docs Help Center: https://support.google.com/docs > search "Create a chart").### 1.3 Add charts and simple KPIs1. On the Summary sheet, create formulas: - Engagement rate = total interactions / accounts reached - Follower growth % = (end followers – start followers) / start followers2. Select your data range and insert line charts for reach, engagement, and follower growth.3. Use conditional formatting to highlight top‑performing posts (e.g., saves or clicks above a threshold).Manual pros:- Full control and deep understanding of every metric.- Great for very small accounts or early experimentation.Manual cons:- Time‑consuming and error‑prone.- Doesn’t scale for agencies or multiple brands.---## 2. No‑code automation with connectors and tools### 2.1 Use a Google Sheets add‑on or connectorSeveral tools (like the ones you’ve seen from Porter, Coefficient, or similar) plug Instagram Insights directly into Google Sheets. The general no‑code pattern is:1. Install a Sheets add‑on from the Google Workspace Marketplace.2. Connect your Instagram (usually via Facebook/Meta login).3. Choose metrics (reach, impressions, followers, post‑level stats) and date range.4. Schedule automatic refreshes (e.g., daily at 7am) into a dedicated raw‑data sheet.Once data is flowing, point your Summary and Content sheets to that raw data using formulas like `=FILTER`, `=QUERY`, or pivot tables. You never touch raw exports again.Pros:- No engineering required.- Reliable scheduled imports.- Great for multi‑client reporting.Cons:- Limited to what the connector exposes.- Logic lives inside the add‑on, not your own stack.### 2.2 Build reusable dashboards in Sheets1. Keep **Raw Data** on one sheet, fed by your connector.2. Build a **Dashboard** sheet that: - Uses pivot tables grouped by week/month and post type. - Shows top 10 posts by saves, clicks, or profile visits. - Breaks down reach vs engagement for each campaign hashtag.3. Use **Protected ranges** for formulas so team members don’t accidentally break the template (see Google Sheets help: https://support.google.com/docs > search "Protect sheets and ranges").4. Share dashboards with clients via **View only** access.No‑code dashboards give you 80% of the value without code—but you still have to set up and monitor connectors, and someone must own the spreadsheet logic.---## 3. Scaling with AI agents (Simular) at desktop levelHere’s where an AI computer agent like Simular Pro turns your template into a self‑updating reporting system.### 3.1 Agent‑driven Instagram → Sheets syncInstead of manually navigating connectors, Simular Pro can operate your computer like a power assistant:1. You define the goal in natural language: “Every Monday at 8am, open Instagram on web, capture Insights for the last 7 days, update my ‘IG_Insights’ Google Sheet, and refresh charts.”2. The agent: - Opens your browser, logs into Instagram, and navigates to Insights. - Reads reach, engagement, followers, and post‑level stats directly from the interface. - Opens Google Sheets, locates the correct tab and date range, and pastes or appends data in the right cells. - Triggers any chart refresh or summary formulas.3. Because Simular Pro is a full computer‑use agent, you can inspect each action, tweak the workflow, and re‑run it reliably across thousands of steps.Pros:- Works even when APIs or connectors are limited.- Reuses your existing template exactly as is.- Transparent execution: every step is visible and editable.Cons:- Requires an initial setup session to teach the agent.- Best suited once you have a stable template and KPIs.### 3.2 AI agent as your reporting “operator”Take it further:1. Ask the agent to copy your base template for each new client or product line.2. Have it connect each copy to the right Instagram account and naming convention.3. Let it generate narrative summaries inside Google Sheets or Docs—e.g., “Top 3 posts this week and why they worked”—based on the data it just refreshed.4. Integrate via webhooks so when a new campaign launches in your CRM, Simular spins up a fresh Instagram + Sheets template automatically.This is where manual reporting becomes a hands‑off, always‑on system. Your team stays focused on creative strategy and sales, while the agent does the clicking, copying, and updating that used to eat your Mondays.
Start by working backward from the questions you and your clients actually ask: “Which posts drive website clicks?”, “Are Reels growing followers faster than feed posts?”, “Which weeks underperformed?”.Then structure Google Sheets around those answers:1. Create three tabs: **Summary**, **Content Detail**, and **Raw Data**.2. On **Raw Data**, list all available fields you can get from Instagram Insights (date, post URL, type, impressions, reach, saves, shares, comments, profile visits, link clicks, follows, etc.). This is the only place you or your tools should write data.3. On **Content Detail**, use formulas like `=FILTER(Raw!A:Z, Raw!A:A>=start_date, Raw!A:A<=end_date)` to pull just the date range you’re analysing. Add calculated columns such as engagement rate per post.4. On **Summary**, build KPIs: - Total reach, impressions, clicks. - Follower growth. - Top 5 posts by saves or link clicks. Use charts for weekly reach and engagement trends.5. Protect formulas and layout so others can only edit input cells.Once this skeleton works for one account, duplicate the file as your official Instagram insights template.
The key is to standardize both your cadence and your template.1. Choose a weekly cutoff time—e.g., every Monday at 9am—and stick to it. Consistent intervals make trends trustworthy.2. In Google Sheets, add a **Week** column (e.g., `=ISOWeekNumber([Date])`) or group by week in a pivot table. This lets you compare week‑over‑week performance at a glance.3. Define 5–7 core KPIs you’ll always track weekly, such as: - Accounts reached - Accounts engaged - Profile visits - Website taps / link clicks - Saves - New followers4. Build a simple weekly dashboard: - One table with the last 8 weeks of KPIs. - A line chart for reach and engagement. - A ranked list of that week’s top 10 posts.5. If you’re still manual, set a calendar reminder to pull numbers from Instagram Insights and paste them into the correct week.6. Once the structure works, have a no‑code connector or Simular AI agent fill the Raw Data tab automatically, so weekly updates become a 2‑minute review instead of a 2‑hour grind.
Google Sheets is perfect for stitching Instagram data together with other platforms like Facebook, TikTok, or email.1. Give each channel its own **Raw Data** sheet (e.g., `IG_Raw`, `FB_Raw`, `Email_Raw`). Keep column names consistent where possible, especially for dates, campaign names, and UTM parameters.2. Create a master **Channels_Summary** sheet with columns: Date, Channel, Impressions, Clicks, Conversions, Cost (if you add ads later).3. Use `=QUERY` or `=APPEND` formulas to pull normalized data from each raw sheet into Channels_Summary. For example, you might map Instagram “website taps” to a generic “Clicks” column.4. Build pivot tables and charts that: - Compare Instagram vs other channels for traffic and conversions. - Show which campaigns perform best overall. - Highlight when Instagram is carrying more weight in discovery vs conversion.5. If you’re using an AI agent like Simular, you can have it: - Update all raw sheets across tools (browsers, CSVs, dashboards). - Refresh your blended pivots. - Export PDFs or slides for stakeholders.This turns your Instagram insights template into a true multi‑channel performance cockpit.
The right refresh cadence depends on your volume and decisions:• **Daily** if you run frequent campaigns, work with many creators, or need to react quickly to performance (e.g., e‑commerce drops, launches).• **Weekly** if you mostly adjust content strategy and posting cadence.• **Monthly** if Instagram is a supporting channel and you focus on big‑picture trends.In practice, many agencies do:- Daily raw‑data refresh (so they can spot problems early).- Weekly internal reviews.- Monthly client reports.In Google Sheets, you can:1. Refresh manually by overwriting or appending new rows.2. Use an add‑on to schedule daily syncs into a Raw Data sheet.3. Let a Simular AI agent run a desktop flow each morning: open Instagram Insights, capture metrics, and update Sheets.The crucial part is consistency: pick a schedule, document it in the template, and automate as much as possible so your “last updated” date is always accurate.
Think of an AI agent as a dedicated reporting assistant that lives inside your computer.With Simular Pro, you can:1. **Record the ideal workflow once:** - Open browser → Instagram → Insights. - Select the right date range. - Capture key metrics and export or copy them. - Open your Google Sheets template and paste data into the correct sheet and columns.2. **Turn that into a repeatable agent script:** Simular’s transparent execution lets you see every click, keystroke, and formula it touches, so you can refine steps just like you’d train a junior analyst.3. **Schedule or trigger runs:** Use webhooks or OS‑level scheduling so the agent updates your template at fixed times (e.g., daily at 7am) or after specific events (new campaign, new creator onboarded).4. **Scale across brands:** Point the same agent logic at multiple Instagram accounts and Sheet copies. It can switch logins, update the right file, and leave a short written summary in a notes column.The result: your template becomes a living artifact, always current, without you or your team burning hours on copy‑paste.