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 tools needed.
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 when you’re satisfied.
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.
- 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.
Generate Monthly Report (1/3)
Pull the following data for this client for the past month, comparing to the previous month:
- GA4 summary and landing pages (use lead_gen kpi profile, or ecom if this is an e-commerce client)
- Search Console summary and top queries
- Google Ads summary and campaign breakdown (if the client runs ads)
- Meta Ads summary (if the client runs Meta ads)
- Google Business Profile summary and reviews (if the client has a GBP listing)
Then look up completed tasks and milestones for this client over the past month.
Using this data, render the client’s report template as HTML with these sections:
traffic_section: Key metrics (sessions, users, bounce rate) with month-over-month changes. Call out the top 3 landing pages and any significant trends.
paid_section: Ad spend, conversions, CPA/ROAS across platforms. Flag anything that needs attention (high CPA, paused campaigns, budget pacing issues). Skip this section if the client has no ad accounts connected.
work_section: List the tasks completed this month and milestones hit. Be specific, use actual task names.
recommendations_section: 3-5 specific, actionable recommendations based on the data. Not generic advice, reference actual numbers and trends from this month’s data.
Render the report as HTML (not PDF).
Once the report is rendered, post it to the client’s feed as an embed. Use the report’s HTML URL as the embed_url. Title the feed post with the report title and month (e.g. “March 2026 Performance Report”). In the body, include a one-sentence summary of the month’s highlights.
When done, create a task from the “Draft Report Email (2/3)” template assigned to me, due in 5 minutes.
Draft Report Email (2/3)
Look up the client’s feed to find the report that was just posted (scope: reports, last 1 day). Note the feed post URL.
Then list the client’s users (scope: client) to find the primary contact to email.
Draft an email to the client’s primary contact with:
- Subject: “Your [Month Year] Performance Report is Ready”
- Body: A brief, friendly summary hitting the top 3 highlights from the report (biggest wins, notable trends, key recommendation). Keep it to 3-4 short paragraphs. End with a link to their feed where they can view the full report. Sign off with the agency name.
Do not send the email. Create it as a draft so the team can review it first.
When done, create a task from the “Review Report, Feed & Email (3/3)” template assigned to me, due tomorrow.
Review Report, Feed & Email (3/3)
AI has generated this month’s report, posted it to the client’s feed, and drafted a summary email. Before anything goes live:
- Check the report. Open the client’s feed and find the report embed. Click through to the full HTML report. Verify the data looks reasonable and compare key numbers to what you saw in the platforms this month.
- Check the feed post. Make sure the embed displays correctly on the client’s portal. The client will see this when they log in.
- Check the draft email. Open the email draft from the client’s emails section. Read the summary, verify the highlights match the report, and make sure the feed link works.
- Edit if needed. If the report needs changes, update the template variables and re-render. If the email needs tweaks, edit the draft directly.
- Send the email. Once everything looks good, send the email from the draft.
- Mark this task complete.
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