Auto-generate weekly and monthly marketing reports with alerts

Every week and month, the system pulls marketing metrics, builds a report, and emails it to your team.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues; a person is alerted when a step fails.

Pattern: Parallel Split (2) ยท Synchronisation (3)

flowchart TD trig(["weekly and monthly schedule"]):::trigtime s0["begin scheduled data pull"]:::task s1["calculate key marketing metrics"]:::task s2["log results and build slides"]:::task s3["email summary to team"]:::task trig --> s0 s1 --> s2 s2 --> s3 gx{"+ which platforms to pull"}:::gate s0 --> gx p00["pull Google Analytics data"]:::task gx -->|"analytics data"| p00 p10["pull ad campaign data"]:::task gx -->|"ad platform data"| p10 p20["pull CRM data"]:::task gx -->|"CRM data"| p20 jn{"+ all platform data collected"}:::gate p00 --> jn p10 --> jn p20 --> jn jn --> s1 out[/"marketing report shared with team"/]:::out pay{{"skip hours of manual report pulling"}}:::pay s3 --> out out --> pay esc(("Alerts a person")):::human s2 -. "if it fails" .-> esc esc -.-> out classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA personEvery pathWaits for allResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationMessaging & NotificationsSpreadsheet & Database OpsReporting & Analytics
Connects
Google AnalyticsGoogle SheetsGoogle SlidesGmailSlack

The problem it solves

You spend hours each week pulling numbers from different platforms just to put together a marketing update. By the time the report is done, you're too tired to actually think about what the numbers mean.

Who it fits

A marketing team, agency, or business owner who needs regular performance reporting without the manual grind.

How it works

  1. On a set weekly or monthly schedule, the system pulls data from Google Analytics, your ad platform, and your CRM
  2. It calculates key metrics like customer acquisition cost, lifetime value, and conversion rates
  3. The results are logged to Google Sheets and built into a Google Slides report
  4. A summary email goes out to your team with a link to the full report
  5. If anything fails along the way, a Slack alert lets you know immediately
What you get

Marketing numbers ready before the meeting

You get a polished marketing report built and emailed to your team every week and month, without anyone pulling numbers.

What you get

A Google Slides marketing report, an updated Google Sheets history, and a summary email to stakeholders.

What you need

Google Analytics, Google Sheets, Google Slides, Gmail, and Slack accounts, plus access to your ad platform and CRM.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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