Eliminating 8 hours of weekly reporting for a marketing agency
The Problem
Every Monday, one account manager spent half her day pulling metrics from Google Analytics, Meta Ads, and HubSpot into a shared Google Sheet, then formatting it into a client-facing PDF report. Eight clients. Eight hours. Every week.
The Solution
We automated the entire reporting pipeline — data collection, formatting, and delivery — so reports go out automatically every Monday morning without anyone touching them.
The Results
- ↑8 hours per week returned to the account management team
- ↑Reports delivered by 7am every Monday (previously by 3–4pm)
- ↑Zero formatting errors in first 60 days
- ↑Client satisfaction scores improved as reports became more consistent
The situation
The agency prided themselves on transparency. Every client got a detailed weekly performance report. But producing those reports was a full day of manual work — pulling numbers, copying them into templates, checking formatting, generating PDFs, and emailing them out.
The work was tedious, error-prone, and entirely automatable.
What we built
Data collection
We connected Google Analytics, Meta Ads Manager, and HubSpot to Make using their respective APIs. Every Sunday night at 11pm, a scenario runs and pulls the prior week's data for all eight client accounts.
Report generation
The data flows into pre-built Google Sheets templates — one per client — where formulas calculate week-over-week changes, highlight anomalies, and format numbers consistently.
We then use Google Slides to generate a branded PDF from each sheet, pulling in the client's logo, the date range, and the KPIs automatically.
Delivery
By 7am Monday, each client's PDF is emailed from the account manager's Gmail address — with a personalized subject line and a one-sentence summary of the week's biggest win.
The result
The account manager got her Mondays back. The agency reallocated those 8 hours to strategy work — specifically, proactive optimization recommendations that became a new upsell offering.
The consistency also improved client trust: reports arrived at the same time every week, in the same format, with no typos.
Running manual reports for your clients or stakeholders? See how we can help.