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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.

difficulty Advancedsetup 45 minresult Clients receive professional, on-brand monthly reports without your team assembling slides by hand.—
—
  1. 1

    Schedule Monthly

    Add a Schedule Trigger at month start.

  2. 2

    Pull Client Metrics

    Add HTTP Request nodes gathering each client's traffic, conversions and channel performance.

  3. 3

    Fill the Template

    Add a Google Docs node populating your branded report with the figures and commentary.

  4. 4

    Export and Send

    Add nodes exporting to PDF and a Gmail node emailing each client their report.

  5. 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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