Monthly Client Report Auto-Assembly System
A done-for-you marketing agency automation built for the Marketing Operations Manager, connecting Slack so the work below happens on its own.
What this automation does, step by step
On the first business day of each month, this automation pulls performance data directly from Google Ads, Meta Ads Manager, LinkedIn Campaign Manager, the client's Google Analytics account, and their email marketing platform, then drops every metric into a pre-built, branded report template without anyone opening a single dashboard.
The finished PDF is emailed to the client by 9 a.m., and a Slack notification confirms delivery to the account manager so nothing slips through on a busy Monday.
What used to take a marketing operations manager four to six hours per client across a portfolio of twenty accounts now takes zero manual hours, and every client gets their report on the same predictable date every month instead of whenever someone finds the time.
- Zapier or Make.com
- Google Ads & Meta Ads Manager
- Google Analytics
- Slack
- Google Slides or Looker Studio
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without a system in place, a marketing operations manager has to manually chase down updates, send reminders one by one, and hope nothing falls through the cracks.
With this automation
- Daily and weekly digests delivered automatically
- Threshold alerts when a key number moves
- Dashboards fed directly from your systems
- Client and owner reports assembled without copy and paste
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