Client Reporting
Bot
Pulls client data from Google Analytics, Meta Ads and Google Ads, writes the summary in the client's voice, and emails a branded PDF on the 1st of every month.
The problem worth solving.
Every month, the agency team manually pulls numbers from Google Analytics, Meta Ads and Google Ads, writes a summary for each client, and emails it out. That is two to four hours per client, every month, and it grows with every client signed.
The work is repetitive, easy to get wrong, and lands right when the team should be doing strategy. Reports go out late, and the commentary quality depends on who happened to write it.
How it works.
We connect to each platform through its API and pull the month's data automatically. The numbers are passed to Claude, which writes the commentary in the voice set up for that client: what moved, why it likely moved, and what to do next.
The result is rendered as a branded PDF and emailed to the client on the 1st of the month. Reports can be held for a quick team review first, so nothing leaves without a human sign-off if the agency wants that.
1. Connect the platforms. Google Analytics, Meta Ads and Google Ads are linked once per client through their APIs.
2. Pull the data. On the 1st of each month the system collects the previous month's metrics automatically.
3. Write the summary. Claude turns the numbers into plain-English commentary in each client's voice.
4. Generate the PDF. A branded report is assembled with charts, headline figures and the written summary.
5. Email it out. The report is sent to the client automatically, or held in a review queue first.
What it delivers.
Direct API connections to Google Analytics, Meta Ads and Google Ads.
Commentary written in each client's own voice and tone.
Branded PDF output with charts and headline metrics.
Scheduled send on the 1st of every month.
Optional human review step before anything is sent.
The stack.
Got a process like this one?
If a repetitive task is eating your week, we can build the system that takes it off your plate. Let’s talk.