Branded client reports delivered automatically - zero hours spent producing them.
What It Does
The Automated Reporting Agent pulls live data from your CRM, project management tool, Google Analytics, and advertising platforms on a set schedule. It compiles the data into a formatted, branded report and delivers it to your clients automatically - weekly, bi-weekly, or monthly.
Your clients receive a professional report every time without fail. Your team spends zero hours producing it. The data is always current, the format is always consistent, and the delivery is always on time.
Workflow triggers on your chosen schedule (weekly, bi-weekly, monthly)
Live data pulled from all connected sources simultaneously
Data compiled into branded report template (PDF or HTML email)
Report sent to client via email or uploaded to shared folder
Optional: live client dashboard updated in real time
Delivery confirmed and logged in CRM
What It's For
Ideal where response speed directly impacts conversion quality.
Results Metrics
Saved per week per person
4–8 hrs
On-time delivery
100%
Manual formatting time
0 hrs
Consistent Format
Every time
Investment
One-time · Custom build + integration + testing
Monitoring · maintenance · minor optimisations
Branded client reports delivered automatically - zero hours spent producing them.
Performance-backed
If the quality bar is missed, we iterate until met.
No extra charges
Revisions and fixes are included, always.
Locked in writing
Every build is contractually covered.
Custom n8n workflow with data source connections
Integration with up to 4 data sources (CRM, analytics, ads, project tool)
Branded report template (PDF or HTML email)
Scheduled delivery setup
Client email delivery or shared folder upload
Optional live dashboard (Notion or custom)
30-day post-launch optimisation sprint
Team training and written documentation
Still thinking?
Google Analytics, Google Ads, Meta Ads, HubSpot, Pipedrive, ClickUp, Notion, Asana, and most platforms with an API.
5 minutes. No commitment. We tell you exactly what to automate first.
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