Automate Monthly Client Reporting With Built-In Analytics
Pull data from GA4, Search Console, Google Ads, Meta Ads, and GBP, render a branded report, post it to the client's feed, and draft a summary email. No third-party reporting tool required.
What this does
Most agencies pay for a separate reporting tool (Agency Analytics, SEMrush, DashThis) to pull client data into monthly reports. Lifted Work has GA4, Search Console, Google Ads, Meta Ads, and Google Business Profile integrations built in. This playbook uses those integrations to pull analytics data, render a branded HTML report using your client’s report template, post it to the client’s feed, and draft a summary email. A review task lands on your desk before anything goes live.
Best for
Agencies running SEO, paid media, or full-service digital marketing who send monthly reports to clients.
How the chain works
Template 1: Generate Monthly Report. Pulls data from every connected platform, looks up completed tasks and milestones for the month, then renders the client’s report template as HTML with real data in every section. When done, books Template 2.
Template 2: Post Report to Feed & Draft Email. Posts the rendered report to the client’s feed so it’s visible on their portal. Drafts a summary email to the client contact with highlights and a link to the full report. When done, books Template 3.
Template 3: Review Report, Feed & Email. Check the rendered report, verify the feed post on the client’s portal, review the draft email, and send.
Requirements
- Connect the client’s analytics accounts. Go to Settings > Integrations and connect the relevant Google or Meta accounts. The AI auto-discovers which accounts belong to which client based on website URLs and account metadata.
- Create a report template. Go to the client’s overview and create a Report Template. The How to Create a Report Template how-to walks through three ways to do this. The Monthly Performance Report Template guide has a complete template you can copy. Each client can have their own template tailored to their services.
- Set the due date to the last business day of the month. Template 1 needs Autocomplete enabled so it fires on that date.
How to use it
- Create a task from “Generate Monthly Report” for your client, due on the last business day of the month. If you also run the Monthly Account Review playbook, schedule this one for the morning so its rendered report is posted to the feed before the account review chain runs in the afternoon.
- On its due date, it autocompletes: pulls analytics, renders the report, posts it to the feed, drafts the email, and books the review task. To run it earlier, mark it complete yourself or click Run Prompt.
- The review task lands in your queue the next day. Check the report, review the draft email, send it, done.
Customize for your services
Not every client has every platform. The prompt handles this with “if the client runs ads” and “if the client has a GBP listing.” Sections with no data get skipped.
- SEO-only clients. Remove the paid and GBP sections from the prompt. Add more GSC detail: “Break out branded vs. non-branded queries. Show pages gaining and losing impressions.”
- Paid media clients. Add Google Ads keyword-level data: “Show top 10 keywords by conversions and any search terms that should be added as negatives.”
- Local businesses. Add more GBP detail: “Include review count and average rating, plus any new reviews and whether they’ve been responded to.”
-
E-commerce. Switch the GA4 kpi_profile to
ecomin the prompt for revenue and purchase metrics.
Tips
- Set up the report template once. It’s reusable across months. The AI finds it automatically by client.
- Review the first report manually. Run it without Autocomplete the first month. Once you’re happy, turn on Autocomplete for future months.
- The comparison period matters. The prompt says “comparing to the previous month.” Change this to “comparing to the same month last year” for seasonal businesses.
- Make it recurring. Add a line to Template 1’s prompt: “Also duplicate this task for the last business day of next month.”
- The email is a draft. Nothing sends automatically. The review step is where you read the draft, edit if needed, and send.
- Pair with the Monthly Account Review playbook. That one summarizes operational activity (tasks, hours, requests, milestones) and drafts a recap email. Run both and the account review pulls in report links automatically.
The templates
Paste these into Settings → Task Templates in your Lifted Work account. Create a template group, add each template in order. When you create tasks from these templates, the AI picks up client context automatically.
[1/3] Generate Monthly Report
Read the client profile.
Pull data
Pull data for the past month vs previous month:
- GA4 summary and landing pages (use lead_gen kpi profile, or ecom for e-commerce clients)
- Search Console summary and top queries
- Google Ads summary and campaigns (if connected)
- Meta Ads summary (if connected)
- Google Business Profile summary and reviews (if connected)
- Completed tasks and milestones for this client
Render the report
Render the client’s report template as HTML with these sections:
- traffic_section: key metrics (sessions, users, bounce rate) with month-over-month changes. Top 3 landing pages and significant trends.
- paid_section: ad spend, conversions, CPA/ROAS. Flag anything needing attention. Skip if no ad accounts connected.
- work_section: tasks completed and milestones hit. Use actual task names.
- recommendations_section: 3-5 specific, actionable recommendations referencing actual numbers from this month.
Post to the feed
Post the report to the client’s feed as an embed using the report’s HTML URL. Title: “[Month Year] Performance Report”. One-sentence summary in the body.
Writing rules:
- No em dashes
- No “leverage”, “seamlessly”, “streamline”, “unlock”, “elevate”
Create a task from the “[2/3] Draft Report Email” template, due 5 minutes from now.
[2/3] Draft Report Email
Look up the client’s feed for the report just posted (scope: reports, last 1 day). Note the feed post URL.
List the client’s users and pick the primary contact.
Draft an email (do not send):
- Subject: “Your [Month Year] Performance Report is Ready”
- Body: 3-4 short paragraphs hitting the top 3 highlights from the report. End with a link to the feed. Sign off with the agency name.
- Body: what was delivered, standout metrics, report links if available, open follow-ups, what’s next. Skip empty sections.
- Close: invite the client to adjust priorities.
Writing rules:
- Reference actual numbers, not generic phrasing
- No AI tropes like em dashes or words like “leverage”, “seamlessly”, “streamline”, “unlock”, “elevate”
- We want to keep this client happy and informed. Be respectful and accurate and kind.
Create a task from the “[3/3] Review Report, Feed & Email” template, due tomorrow.
[3/3] Review Report, Feed & Email
AI has generated the monthly report, posted it to the feed, and drafted a summary email.
- Check the report. Open the feed embed. Verify data looks reasonable against what you saw in the platforms.
- Check the feed post. Make sure the embed displays correctly on the client portal.
- Check the email draft. Verify highlights match the report and the feed link works.
- Edit if needed. Re-render the report if data is off. Edit the email draft directly for tweaks.
- Send the email and mark this task complete.
More workflows
Automate New Client Onboarding
One Launch task dispatches every onboarding step in order. The Brand Guide builds itself, a welcome package (milestones, feed post, email) drafts automatically, a review task lands on the account manager's desk with a 7-item checklist, and only after approval does the client see a short welcome task on their portal.
SEO Audits That Create the Fix List
A 3-step chain crawls the site for technical issues, pulls Search Console and GA4 data, creates a priority-ranked audit deliverable, and generates fix tasks with specific pages and instructions. A review task lands on your desk.
Automate SEO Blog Posts From Your Keyword Strategy
The AI reads the client's keyword strategy note, picks the next keyword to target, checks existing content for cross-links, writes the full article, and updates the strategy so the next post picks up where this one left off.
Build a Brand Guide So Every AI Output Stays On-Brand
One setup per client keeps every content run on brand. A 3-step chain reverse-engineers the brand into a single note that every downstream content playbook (ads, social, blog, email) reads automatically. The offering section adapts to whatever the client sells, so it fits products, services, software, or storefronts.