Your No-code and AI Automation Partner

Automate Client Reports Generation

Simplify your monthly reporting with automated data extraction from Google Ads, Facebook, and HubSpot. Generate branded reports seamlessly and email them to clients effortlessly, transforming tedious tasks into a streamlined workflow.

When a Monthly Trigger Occurs

1. Monthly Trigger Setup

Initiate the process every month automatically.

Retrieve Analytics Data

2. Fetch Google Ads Data

Extract the latest performance data from Google Ads.

Retrieve Analytics Data

3. Fetch Facebook Ads Data

Gather recent advertising metrics from Facebook.

Retrieve CRM Data

4. Fetch HubSpot Data

Collect CRM insights and performance data.

Compile Data into Report

5. Generate Data Report

Organize and format the collected data into a report.

Apply Branding to Report

6. Design Branded Report

Incorporate branding elements into the report.

Email Report to Client

7. Send Report via Email

Deliver the finalized report to client inboxes.

- Repeat -

Automation Benefits

Benefits of Automating Client Reporting

Unlock countless benefits by automating your client reporting process, making your marketing agency more agile and customer-focused.

Enhanced Productivity

Eliminate manual report generation steps to focus on strategic tasks.

Improved Data Accuracy

Automate data collection to reduce human error.

Consistent Branding

Ensure all reports are consistently branded and professionally designed.

Cost Efficiency

Reduce labor costs by automating repetitive tasks.

Timely Client Engagement

Keep clients informed with timely, accurate reports.

Scalable Solutions

Easily adapt automation as your client base grows.

Features

Key Features of Client Reporting Automation

Leverage powerful features that transform your reporting process, saving time and ensuring accuracy.

1
Cross-Platform Data Integration
Seamlessly integrate data from multiple ad platforms for comprehensive reporting.
2
Automated Monthly Scheduling
Set and forget with automatic monthly report generation.
3
Branded Report Template
Consistently maintain your agency’s branding with easy design integration.

Outcomes

Expected Outcomes from Automation

Achieve significant gains in efficiency, client satisfaction, and competitive edge by automating your reporting process.

250+ hours

Time Saved Annually

30%

Increase in Client Retention Rate

95%+

Enhancement in Report Accuracy

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FAQ

Client Reporting Automation FAQ

Common questions and solutions for automating client reporting.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time

One-time Fee

Pay once for build out.

Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly

Build Fee + Maintenance Fee

from 300$/month

Pay for build + lower recurring maintenance fee.

Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract

Recurring

from $600/month

Use our pre-built solution with no changes.

Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required

Ready to Move Forward?
Join the automation strategy call

You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.