Automated data collection from ad platforms and analytics tools. Branded report generation on schedule. Performance alerts and anomaly detection. Free your team for strategic work.
Marketing agency eliminated manual data pulls, spreadsheet building, and slide deck creation for monthly client reports
Reports delivered automatically on the 1st of each month instead of 5-7 days into new month after manual compilation
Automated data pulls eliminated copy-paste mistakes, formula errors, and outdated metrics in client reports
6 digital agencies deployed reporting automation in Q4 2024
Account managers spend 3-5 hours per client monthly logging into Google Ads, Meta, Analytics, LinkedIn, and other platforms. Export CSV files, copy into spreadsheets, create charts manually. Time not billable but unavoidable.
Each account manager builds reports differently. New hires create basic spreadsheets. Senior team creates polished decks. Clients get inconsistent experiences based on which AM they're assigned.
Reports delivered 5-7 days into new month after manual compilation. Strategy discussions delayed. Optimization opportunities missed because last month's data reviewed mid-month.
Data pulled automatically from Google Ads, Meta, Analytics, LinkedIn, and other platforms via APIs. No manual exports, no CSV wrangling. Fresh data available same-day each month.
Client-specific report templates with your agency branding. Consistent structure across all clients. Data populates automatically into charts and tables. Commentary sections for strategic insights.
Reports generated and delivered automatically on schedule. Performance anomalies flagged in real-time—sudden drops, unexpected spikes, budget pacing issues. Proactive client communication.
"We went from spending 25 hours monthly per AM on reporting to zero. Our team focuses on strategy and client growth, not data entry and spreadsheet formatting."
— Founder, Performance Marketing Agency
Multi-platform data integration pulling metrics from all advertising and analytics platforms. Automated population of client-specific branded report templates. Scheduled generation and delivery with performance anomaly detection. Built for consistency and scale across client portfolio.
Includes: API integrations for Google Ads, Meta, LinkedIn, Analytics, automated data warehouse, client report templates, chart and table generation, commentary placeholders, email delivery scheduling, performance alerting, client portal access, agency branding throughout.
Unlike reporting dashboards that clients never check, we deliver formatted PDF or slide deck reports via email on schedule. Same familiar format your clients expect, just automated data population. Strategic commentary still comes from your team.
Week 1: Audit current reporting templates and identify data sources for each client. Build master template with consistent structure. Week 2-3: Configure API integrations for all platforms. Build data transformation logic to match report format. Week 4: Deploy for 2-3 pilot clients, refine based on feedback. Week 5-6: Roll out to all clients with team training and quality review process.
Integrates with Google Ads API, Meta Marketing API, LinkedIn API, Google Analytics, and other platforms via OAuth connections. Data stored in agency data warehouse with client segmentation. Report generation uses templating engine for consistent output.
Timeline
5-6 weeks to full client portfolio deployment
Automation handles data collection and formatting. Strategic insights still come from your team. Commentary sections left for AM analysis. We eliminate grunt work, not strategic thinking.
We build flexible templates that accommodate client-specific metrics while maintaining consistent structure. Custom without manual. One-time configuration per client, infinite automated reports.
Built-in data validation checks flag anomalies automatically. Optional review period before auto-delivery. Start with manual review, shift to auto-delivery as confidence builds.
See how automated reports work for your agency