Workflow overview
Why this workflow matters
Relevant for managed services and support workflows.
Description Save hours of manual reporting with this end-to-end automation. This workflow pulls campaign performance data (demo or live), generates a clear AI-powered executive summary, and compiles everything into a polished weekly report. The report is formatted in Markdown, automatically stored in Google Docs, and instantly shared with your team via Slack — no spreadsheets, no copy-paste, no delays. What it does ⏰ Runs on a schedule (e.g. every Monday morning) 📊 Collects performance metrics (Google Ads, Meta, TikTok, YouTube – demo data included) 🤖 Uses AI to summarize wins, issues, and recommendations 📝 Builds a structured Markdown report (totals, channel performance, top campaigns) 📄 Creates and updates a Google Doc with the report 💬 Notifies your team in Slack with topline numbers + direct report link 📧 Optionally email the report to stakeholders or clients Why it’s valuable Saves time** – no manual data aggregation Standardizes reporting** – same format and quality every week Adds insights** – AI highlights what matters most Improves transparency** – instant access via Docs, Slack, or Email Scales easily** – adapt to multiple clients or campaigns Professional delivery** – branded, polished reports on autopilot 💡 Extra recommendation: Connect to a Google Docs template to give your reports a professional, branded look.
Best fit
Categories
Services
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