Automated Client Reporting
Stop Building Reports. Start Using Them.
❌ The Problem
“We waste hours every week on repetitive admin work—client reporting steals time that could be spent growing the business.”
❌ The Manual Way (Before)
Log into 5+ different platforms
Google Analytics, social media, CRM, ads manager, project tools
Copy data manually into spreadsheets
Export CSVs, paste numbers, fix formatting errors
Create charts and format the report
Build graphs, adjust colors, make it “look professional”
Write commentary and insights
Analyze trends, explain changes, add recommendations
Send report and wait for questions
Email PDF, field client questions, create follow-up reports
15+ hrs
Per Week
Outdated
By Send Time
Manual
Error-Prone
✅ The Automated Way (After)
⚡ TRIGGER: Every Monday at 9am (or on-demand anytime)
Data auto-pulled from all platforms
n8n → Connects to Analytics, CRM, Ads, Social media APIs
↓
Dashboard auto-updates with live data
Data flows into custom Notion or ClickUp dashboard
↓
Charts and visualizations auto-generated
Graphs, trends, and comparisons created automatically
↓
Report auto-sent to clients via email
PDF generated + personalized email with key highlights
↓
Client has 24/7 access to live dashboard
Real-time view—no waiting for weekly updates
30 sec
To Generate
14.5 hrs
Saved Weekly
Real-Time
Always Current
What You Get
Real-Time Data
Live dashboards, not outdated PDFs
Hours Back Each Week
Team focuses on strategy, not spreadsheets
Zero Errors
No more manual copy-paste mistakes
Happier Clients
Professional reports delivered on time, every time
Tools Integrated
Google Analytics
n8n
Notion
ClickUp
Meta Ads
HubSpot
Looker Studio
