Client reporting pulls data from several separate systems, then requires manual reconciliation, chart building, and narrative writing before every send. Small mismatches between sources and inconsistent formatting create rework and delay delivery.
An automated version gathers analytics, pipeline, and project data on a schedule, reconciles it into one dataset, and drafts the charts and summary automatically. The finished report moves to review and delivery with a consistent, accurate result each cycle.
The full workflow, from trigger to completion.
The automation starts automatically on each client's scheduled reporting date.
Traffic and campaign metrics are pulled for the current reporting period.
Pipeline and engagement data are retrieved for the same client and date range.
Billable hours and delivery activity are pulled per client.
The Report Drafting compiles the data into charts and writes a plain-English summary.
Only when QA flags an issue, the account manager edits the narrative or charts directly.
The approved report is exported to PDF and sent to the client's designated contacts.
The send date, recipient, and file version are recorded automatically delivery tracker.
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A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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