Process automation

Monthly client report pack

Pulls each client's numbers from ads, analytics and search, compares them with last month and the targets, drafts the commentary, and gives the account manager a finished report to check.

pradeep.build / build reportMarketing agencies · Process automation

What it does

A reporting automation for a marketing agency with many retainer clients. On the first working day, each client's data is pulled from Meta Ads, Google Ads, Google Analytics and Search Console into one format. Every number is compared with last month, the same month last year and the client's targets. AI drafts the commentary: what moved, the likely reason, and what the agency will do next, using only those numbers. The account manager edits and approves, and the branded report goes out with a short email.

The problem

Each monthly report took most of a day per client: screenshots from four tools, numbers copied into slides, and commentary written from scratch. Reports went out late and looked different for every client.

Approach

The numbers are pulled and checked by code, never typed. The commentary may only cite figures that are in the report, and it marks anything unusual, such as tracking that stopped or spend that doubled. The account manager approves every report, and their edits are kept so next month's draft learns the client's tone.

  • Input
  • AI step
  • Rules or code
  • Person decides
  • Result
How it flows

Screens

Swipe sideways to see the whole screen.

Client work is shown under confidentiality agreements: no client names, and screens are recreated with sample data.

Stack

  • Meta, Google Ads and Analytics APIs
  • Python
  • Gemini API
  • Branded PDF reports

Impact

15 to 20 hrsdown to 2 or 3 per client each month
~137 hrsof billable time back each month for an average agency

Typical for systems like this.

Next buildCreative brief to ad variants Pipeline · Marketing agencies
Pradeep Loganathan

What should we build next?

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