How a marketing agency eliminated 90% of manual reporting work, saved 40 hours per month, and improved client satisfaction with automated performance reports.
A digital marketing agency managing 25 client accounts was drowning in manual reporting work. Their team spent 40+ hours monthly pulling data from Google Ads, Meta Ads, Google Analytics, and spreadsheets, then formatting everything into PDF reports.
Reports were often delayed, contained formatting inconsistencies, and required multiple revisions. The tedious process was demotivating for the team, and clients complained about late delivery. Scaling to more clients seemed impossible given the reporting bottleneck.
Key Pain Points: 40+ hours spent monthly on manual reporting, Frequent delays and missed deadlines, Data entry errors and inconsistencies, Unable to scale client base due to reporting burden
We built a Custom Workflow Automation that automatically pulled data from all advertising platforms and analytics tools, generated branded PDF reports, and delivered them to clients via email—all without human intervention.
Connected to Google Ads, Meta Ads, Google Analytics, and Google Sheets to pull performance data automatically.
Calculated KPIs, created visualizations, and identified performance trends automatically using AI analysis.
Generated beautifully designed, branded PDF reports with charts, insights, and recommendations for each client.
Scheduled automatic email delivery to clients with personalized messages and executive summaries.
Analyzed existing reports, identified key metrics clients valued, and designed standardized report templates with agency branding.
Built integrations with Google Ads API, Meta Business API, Google Analytics 4, and Google Sheets for seamless data access.
Created the end-to-end automation: data extraction, KPI calculation, chart generation, PDF creation, and email delivery.
Tested with 5 pilot clients, refined based on feedback, then rolled out to all 25 client accounts with scheduled monthly delivery.
in time spent on manual reporting tasks
saved, redirected to strategic work
delivery rate, zero late reports
eliminated data entry mistakes completely