Automations · for agencies

Automate client reporting for your agency

Monthly reports can build and send themselves: pull the metrics from every platform, let AI write the plain-English summary, render it in your branded template, and deliver it on schedule, so your team stops losing a day a month to copy-paste.

The problem

Reporting is the tax every agency pays: exporting from GA4, the ad platforms, and the rank tracker, pasting into a deck, writing the same "here is what happened" summary, for every client, every month.

How the automation works

  1. 01n8n pulls the numbers from each source (analytics, ad platforms, rank tracking, CRM) on a schedule.
  2. 02AI writes a clear, client-friendly narrative of what changed and why, in your voice.
  3. 03The report renders in your branded template as a page or PDF.
  4. 04It sends automatically to each client, or drops in your inbox for a quick review first.
  5. 05Anomalies (a metric spike or drop) trigger an alert so you catch issues before the client does.
n8nGA4 / Ad platformsAI (OpenAI / Claude)Google Slides / PDFEmail

Common questions

Which platforms can it pull from?

Any platform with an API: GA4, Google and Meta Ads, Search Console, rank trackers, your CRM, and more.

Can we review before it sends?

Yes. It can send fully automatically or route to you for a one-click approval first.

Will the summaries sound generic?

No. The AI is prompted in your voice and grounded in the real numbers, not boilerplate.

Want this built for your agency?

Describe it and get a real scope back in seconds. Shipped in about 7 to 10 days, on open tech you own.

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