Marketing Agency 5-person team

How an agency auto-generates client reports every Monday.

Pulling metrics from 4 ad platforms into branded PDFs took 8 hours every Monday. Now reports generate overnight and land in client inboxes at 8am.

Before — manual, every Monday

Log into 4 ad platforms separately

Copy-paste metrics into Excel

Format charts in PowerPoint template

Email PDFs to 12 clients individually

After — automatic, overnight

Metrics pulled automatically at 6am

Charts generated in branded template

PDFs saved to Google Drive folder

Emails sent to clients at 8am

8 hrs

saved per week

5 days

to build

$2,100

one-time cost

$75/mo

tools

What was built

A no-code automation connecting Meta Ads, Google Ads, LinkedIn Ads, and TikTok Ads to Google Sheets and Google Slides, with Gmail delivery — built by a certified specialist in 5 days.

Taylor Chen · Certified Make Expert

Matched in 14 hours. Built and tested in 5 days.

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