Description
Save hours of manual reporting with this end-to-end automation.
This workflow pulls campaign performance data (demo or live), generates a clear AI-powered executive summary , and compiles everything into a polished weekly report. The report is formatted in Markdown, automatically stored in Google Docs , and instantly shared with your team via Slack — no spreadsheets, no copy-paste, no delays.
What it does
- ⏰ Runs on a schedule (e.g. every Monday morning)
- 📊 Collects performance metrics (Google Ads, Meta, TikTok, YouTube – demo data included)
- 🤖 Uses AI to summarize wins, issues, and recommendations
- 📝 Builds a structured Markdown report (totals, channel performance, top campaigns)
- 📄 Creates and updates a Google Doc with the report
- 💬 Notifies your team in Slack with topline numbers + direct report link
- 📧 Optionally email the report to stakeholders or clients
Why it’s valuable
- Saves time – no manual data aggregation
- Standardizes reporting – same format and quality every week
- Adds insights – AI highlights what matters most
- Improves transparency – instant access via Docs, Slack, or Email
- Scales easily – adapt to multiple clients or campaigns
- Professional delivery – branded, polished reports on autopilot
💡 Extra recommendation: Connect to a Google Docs template to give your reports a professional, branded look.
