Reporting Automation
Client reports that write themselves, on schedule.
Pricing available on discovery call.
The problem
Monthly reporting takes 4–8 hours per client. Someone pulls data from ad platforms and analytics. Someone builds the slides. Someone reviews them. Someone sends them. Most agencies repeat this process manually every month. The client gets a report that looks like every other agency's report. You spent a full day producing it. Nothing about that process compounds.
What's included
- —Data connectors for up to 3 platforms (Google Analytics 4, Meta Ads, Google Ads, LinkedIn Ads)
- —Data aggregation layer with consistent schema and anomaly detection
- —Claude narrative generation — insights, anomaly callouts, and recommendations in your voice
- —Report template (Google Slides or PDF, your format)
- —Automated delivery on your schedule (Monday 8am by default)
- —24-hour review queue before send — approve or hold
- —Handoff documentation and full component access
The process
Phase 1
Reporting stack audit
Map the data sources your clients see in reports. Identify the 8–12 metrics that actually drive decisions. Design the report structure and the narrative logic — what Claude should say when a metric is up, down, or outside normal range.
Phase 2
Data pipeline and narrative build
Build the data connectors, aggregation logic, and anomaly detection. Engineer the Claude narrative prompt against your report methodology and client communication style. Build the report template.
Final phase
Live reports, calibration, and handoff
Run reports for 2–3 actual clients. Review the narrative quality, check data accuracy, calibrate anomaly thresholds. Set the automated schedule. Document. Hand off.
Questions
Ready to start?
The discovery call is free. If the problem is a fit, you receive a fixed-scope proposal with timeline, deliverables, and price before any work starts.