Generate Branded Monthly Client Reports for Your Agency
Deliver polished monthly reports to every client automatically: pull their channel metrics, generate a branded report, and email it.
- 1
Schedule Monthly
Add a
Schedule Triggerat month start. - 2
Pull Client Metrics
Add
HTTP Requestnodes gathering each client's traffic, conversions and channel performance. - 3
Fill the Template
Add a
Google Docsnode populating your branded report with the figures and commentary. - 4
Export and Send
Add nodes exporting to PDF and a
Gmailnode emailing each client their report. - 5
Activate and Test
Activate the workflow for one client. Confirm the report is branded and accurate.
Frequently asked questions
Can I add insights, not just numbers?
Add an AI commentary step so the report explains what the metrics mean and what to do next.
What about multiple channels?
Pull ads, social and email metrics too so the report covers the full picture.
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