Priya N.
Marketing Agency
Before
Manually pulling data from 5 platforms every week, building reports in Slides, and emailing 12 clients one by one.
After
Automated weekly reports generated and delivered to every client on schedule — no manual work, no missed sends.
The Problem
Priya's agency was scaling to 12 retainer clients but the reporting process hadn't scaled with it. Every Friday, her team spent the entire day logging into Google Ads, Meta, and GA4, copying numbers into a Slides template, writing commentary, and emailing each client manually. It was error-prone, exhausting, and it kept the team from doing actual strategy work.
What We Built
We built a fully automated reporting pipeline using Google Sheets, Make.com, and a GPT-4 layer for commentary generation.
Data aggregation — all platform APIs connected to a central Sheets dashboard updated every 24 hours.
Report generation — a Make.com scenario compiles the week's numbers into a branded PDF template every Friday morning.
AI commentary — GPT-4 writes a 3-sentence performance summary per client based on week-over-week changes.
Auto-delivery — each report emailed to the right client automatically with a personalised subject line.
Results After 30 Days
The team reclaimed every Friday. Reports went out on time to all 12 clients without a single manual step. Priya used the freed time to onboard two new clients in the same month.
20 hours saved per week across the team
12 clients receiving automated reports on schedule
100% on-time delivery rate, up from 70%
20
h
Hours saved
12
x
Auto Reporting
100
%
Delivery Rate
