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Your No-code and AI Automation PartnerAutomate 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.
- 1Cross-Platform Data Integration
Seamlessly integrate data from multiple ad platforms for comprehensive reporting.
- 2Automated Monthly Scheduling
Set and forget with automatic monthly report generation.
- 3Branded 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.
Pricing Plans
Our pricing plans
Choose a plan that's 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 required
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.