Automated Multi-Client Marketing Reporting
How a marketing agency's monthly reporting grind became an automated, on-brand reporting engine, with AI drafting the commentary and account managers approving it.
From a monthly scramble to a reporting engine
We connected each client's ad, social, analytics and CRM data into a standardized reporting layer, separated paid from organic properly, and built automated on-brand dashboards that refresh and deliver on schedule. An AI step drafts the commentary and action plan for each account, which the account manager reviews before it goes out.
The agency rebuilt the same client reports by hand every month: data pulled from Meta, Google, TikTok, LinkedIn and analytics, month-over-month changes calculated in sheets, commentary written from scratch, decks reassembled. It was slow, error-prone, and scaled in the wrong direction with every client added.
- Same client reports rebuilt by hand, every month
- Numbers copy-pasted from several ad and analytics platforms
- Slower and more error-prone with every client added
- Hours lost to copy-paste instead of client strategy
Reporting shifted from a manual monthly scramble to a repeatable, automated process. The written analysis arrives ready to review rather than ready to write, and adding a client no longer adds a reporting burden.
- From days to automaticMonthly report building went from a manual scramble to a process that runs itself.
- One consistent standardEvery client sees the same trustworthy KPIs, on-brand, every time.
- Scales with each new clientAdding a client no longer means adding hours of reporting overhead.
- Commentary written for reviewAI drafts each client narrative from the numbers. A person edits and approves before sending.
One automated pipeline, four moving parts
Every client’s scattered platforms flow through the same repeatable path, connected once, then it runs on its own.
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1
Connect
Pull each client's ad, social, analytics and CRM data automatically.
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2
Standardize
Map every platform to one consistent, comparable KPI model.
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3
Draft
AI writes the per-client commentary and action plan for review.
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4
Deliver
On-brand reports sent on schedule to every client.
Data we connected
Google Ads
Meta Ads
Google Analytics 4
HubSpot
Tools we used
Looker Studio
BigQuery
Google Sheets
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