Monthly client reports in 1 day
Automate monthly client reports with Meta Ads and Google Ads data, organized in Google Sheets and sent via Gmail for review.
These are examples. Connect the tool your company already uses for the same job, your own system, or any other app through MCP or API.
Needs
- SpreadsheetGoogle Sheets, Excel, Airtable or your own system (MCP or API)
- E-mailGmail, Outlook, your company e-mail or your own system (MCP or API)
- Social mediaGoogle Ads, LinkedIn, Instagram, Facebook or your own system (MCP or API)
The problem and the goal
Today each client's monthly report is built by hand in Excel and takes 3 days of agency time; the goal is for every report to come out on its own with Meta Ads and Google Ads data, leaving the team to review and send.
This team builds each client's monthly report on its own: the Metrics Collector pulls numbers from Meta Ads and Google Ads and organizes them in Google Sheets. The Report Writer drafts the month's analysis against the previous month, and the Report Deliverer assembles the final file and notifies the account owner via Gmail to review and send.
The team in this Circle
Gathers every month's Meta Ads and Google Ads metrics for all clients and keeps them in an organized spreadsheet
Writes each client's report: the month's numbers, comparison with the previous month, what worked and what didn't
Assembles each client's final Excel or PDF and sends it to the account owner to review and forward
Monthly client reports in 1 day
How long does it take to produce monthly reports?
The team automates collection, writing and file assembly. Your team's remaining time goes to review and sending, instead of three days of manual Excel work.
Do I need Meta Ads and Google Ads connected?
Yes. The team reads metrics directly from the agency's Meta Ads and Google Ads accounts and writes the data into Google Sheets, so those connections must be active.
Will every client get the same report?
The structure follows a sample report in Excel or PDF, but each client's numbers, month-over-month comparison and analysis are generated from that account's real data.
