All Case Studies
n8nAnthropicGoogle DocsSlack

Digital Marketing Agency

Account managers were spending 3 full days at the end of every month compiling manual performance reports for clients.

100%
Reporting Accuracy
30+ hrs
Saved per Account Manager
1
Click to Generate
0
Missed Deadlines

The Challenge

  • •Extracting data from 5 different ad platforms for every single client
  • •Manually formatting reports and writing executive summaries
  • •High error rate from manual copy-pasting spreadsheet data
  • •Account managers hated the repetitive work and experienced burnout

The Solution

Fully automated end-of-month reporting workflow with AI-generated performance insights.

  • Connected all client ad accounts via native API integrations
  • Aggregated performance data into a standardized structured format
  • Used Anthropic Claude to analyze data trends and generate a readable summary
  • Automated the generation of structured Google Docs for final review
  • Set up a Slack approval workflow before reports are emailed to clients

The Solution in Action

Digital Marketing Agency automation dashboard showing workflow implementation

Actual workflow dashboard showing the automated solution

"Reporting week used to be a nightmare. Now, our account managers click a button in Slack, review a beautifully formatted document with spot-on insights, and hit send. It changed our agency."
Agency Director
Digital Marketing Agency

Want Similar Results?

Let's discuss how I can help fix your tracking and attribution.