Performance marketing agencies often lose the first week of every month to reporting. This pipeline feeds ad platforms, GA4 and CRM outcomes into branded slide decks with AI-written commentary, reviewed by a person and sent automatically, saving about 40 hours a month.
Typical results
40 hrs
Saved every month
20
Client reports on autopilot
Day 2
Reports delivered, was day 10
100%
On-time delivery once live
Figures reflect typical results for this kind of automation.
The challenge
Twenty clients, each expecting a monthly deck by the 10th. Account managers spent the month's first week exporting CSVs, pasting screenshots, and writing the same 'what happened' paragraphs — roughly 44 hours of collective grunt work. Reports still went out late, numbers occasionally contradicted the platforms, and the agency's smartest people did its dumbest work.
Before and after
Monthly reporting hours
−91%Day of month reports go out
−80%Clients reported on time
+67%The automation
On the first of each month, a Make pipeline pulls spend and performance from every ad platform, sessions and conversions from GA4, and revenue from the CRM. The numbers flow into each client's branded slide template, and an OpenAI step writes the commentary — what moved, why, and what the team plans next — in the agency's voice. An account manager reviews and approves each deck in minutes; the robot handles delivery and logs it.
How it works
- 01
Data pull
On the 1st, ad platform spend, GA4 behavior, and CRM revenue sync automatically.
- 02
Metric assembly
Numbers reconcile into each client's KPI framework and branded slide template.
- 03
AI commentary
OpenAI writes what moved, why, and what's planned next — in the agency's voice.
- 04
Human review
An account manager skims, tweaks, and approves each deck in minutes.
- 05
Robot delivery
Approved decks go out to every client on schedule and log to the CRM.
Starts from
- Ad platforms + GA4
- CRM outcomes
Delivers
- Branded slide decks
- Human review gate
- Scheduled delivery
The impact
Reporting typically shrinks from about 44 hours a month to four hours of review, 40 hours back for actual strategy. Every client gets their deck by the 2nd, numbers match the platforms exactly, and account managers can take on more clients without reporting becoming the bottleneck.
Questions about this automation
Where does the monthly report data come from?
On the first of each month the pipeline pulls spend and performance from each connected ad platform, sessions and conversions from GA4 and revenue from the CRM. The numbers are reconciled into each client's KPI framework and placed into that client's branded slide template, so figures match the source platforms.
Who checks the AI-written commentary before it goes out?
An account manager reviews every deck before delivery. The OpenAI step drafts what moved, why and what is planned next in the agency's voice, and the reviewer edits and approves it. Nothing reaches a client until it is approved, and approved decks are sent on schedule and logged to the CRM.
Can each client have a different template and set of KPIs?
Yes. Each client has its own slide template, KPI list and data sources, configured once, and the same monthly run fills them all. Adding a new client means adding one configuration. This is a multi-step build, usually rolled out in stages, starting with the automated data pull.