A branded report lands in the client's feed with a summary email drafted alongside it, built from GA4, Search Console, Google Ads, Meta Ads, and Google Business Profile. No third-party reporting tool required.
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.
Agencies running SEO, paid media, or full-service digital marketing who send monthly reports to clients.
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.
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.
ecom in the prompt for revenue and purchase metrics. 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.
Read the client profile.
Pull data for the past month vs previous month:
Render the client’s report template as HTML with these sections:
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:
Create a task from the “[2/3] Draft Report Email” template, due 5 minutes from now.
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):
Writing rules:
Create a task from the “[3/3] Review Report, Feed & Email” template, due tomorrow.
AI has generated the monthly report, posted it to the feed, and drafted a summary email.
FAQ
Connect the analytics accounts needed for that client, create and test a report template, confirm the client contact and portal settings, and run the first report manually. Schedule the playbook only after the figures and rendered layout match the source data.
The playbook can skip platforms that are not connected or relevant. Tailor the prompt and template to the client's service mix so missing sections disappear cleanly and the report does not treat unavailable data as zero performance.
Each client can keep its own copy so branding, KPIs, and sections match the account. Start from a tested base template, then adjust it for the client's goals instead of rebuilding the entire layout each month.
No. It renders the report, posts it to the client feed, and drafts a summary email. The final task asks a person to verify the report and portal post, edit the email, and send it.
Related reading
A new client gets a brand guide, milestones, a feed post, and a welcome email without anyone assembling them. The account manager approves the package against a 7-item checklist, and only then does the client see a short welcome task in their portal.
A priority-ranked audit built from a site crawl plus Search Console and GA4 data, with the top findings already turned into fix tasks naming the specific pages. You approve the list before the team starts.
Connect GA4, Search Console, Google Ads, Meta, and Business Profile, then let AI fill branded report templates and post them to the client.
A ready-to-use report template covering GA4, Search Console, and Google Business Profile with JavaScript number animations. Copy, paste, and let the AI fill it in.