Agencies spend a full day per client compiling reports that should take twenty minutes. We build reporting pipelines that pull data automatically, generate the narrative with AI and deliver branded reports on schedule — without anyone manually touching a spreadsheet.
Logging into six platforms, downloading CSVs, pasting into templates, writing commentary. An account manager's entire Monday, every month.
Each account manager formats reports differently. Clients compare notes. Your agency looks inconsistent even when results are strong.
One person is ill. One client has a complex setup. The report that was due Friday goes out Tuesday. Client confidence erodes.
Numbers without narrative are just noise. But writing the narrative is the last thing that happens — rushed, generic, copy-pasted from last month.
Every engagement ends with working automations in production. Here's what that looks like for client reporting.
Make.com pulls performance data from Google Ads, Meta, GA4, Search Console and your CRM on a schedule. No manual exports, no logging into six platforms. Data lands in a central sheet, clean and ready.
Live client dashboards built in Looker Studio — connected to your data pipeline. Clients can check performance any time. Monthly reporting becomes a commentary exercise, not a data-gathering one.
Once data is pulled, Claude analyses performance against the prior period and generates a plain-English summary — highlights, concerns, recommended actions. Your team edits and approves. Writing time drops from 90 minutes to 10.
Branded PDF reports generated and emailed to clients automatically on your chosen schedule. No manual steps, no missed deadlines, consistent format across every account.
Book a 20-minute discovery call. We'll map your current reporting workflow and show you what can be automated.