Automate weekly and monthly marketing performance reports

Pulls website, ad, and CRM data together automatically and emails a full marketing performance report every week and month.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues; runs once per each website.

Pattern: Parallel Split (2) · Synchronisation (3) · Multiple Instances without Synchronization (12)

flowchart TD trig(["weekly and monthly report schedule"]):::trigtime s0[["pull data for each website"]]:::mi s1["gather traffic ads and CRM data"]:::task s2["calculate key metrics"]:::task s3["email performance report"]:::task trig --> s0 s1 --> s2 s2 --> s3 gx{"+ which data source"}:::gate s0 --> gx p00["pull analytics data"]:::task gx -->|"website traffic"| p00 p10["pull ads data"]:::task gx -->|"ad performance"| p10 p20["pull HubSpot data"]:::task gx -->|"CRM leads"| p20 jn{"+ all data collected"}:::gate p00 --> jn p10 --> jn p20 --> jn jn --> s1 out[/"complete marketing report emailed automatically"/]:::out pay{{"hours saved compiling performance data"}}:::pay s3 --> out out --> pay 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 stepRuns once per itemEvery pathWaits for allResultPayoff
Build size
Advanced

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

Business functions
CRM & Sales PipelineEmail AutomationSpreadsheet & Database OpsReporting & Analytics
Connects
Google AnalyticsGoogle AdsMeta AdsHubSpotGmailGoogle Sheets

The problem it solves

Pulling numbers from your website analytics, ad accounts, and CRM into one report eats up hours every week. You end up copying and pasting data into spreadsheets just to see whether your marketing spend is working.

Who it fits

Marketing managers or agencies running paid campaigns across multiple websites.

How it works

  1. On a weekly and monthly schedule, the system pulls data for each website
  2. It collects traffic data, Google Ads and Meta Ads performance, and HubSpot lead activity
  3. It calculates key metrics like cost per lead and conversion rate for each site
  4. Historical results are saved to a Google Sheet for tracking over time
  5. A complete report is emailed to your team automatically
What you get

Campaign performance rolled into one report

You get a complete marketing performance report emailed to your team every week and month, pulling together all your campaign data.

What you get

A scheduled email report showing website traffic, ad performance, and CRM leads in one place.

What you need

Google Analytics, Google Ads, Meta Ads, HubSpot, Gmail, and Google Sheets accounts.

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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