Automations for agencies
Automated reports for agencies
The report you rebuild every week, pulled together and sent on schedule. For agencies, it matters most while the team is heads-down on client deliverables. The usual trouble: client reports are assembled by hand from five dashboards.
What this fixes for agencies
Client reports are assembled by hand from five dashboards. It costs time every week, which is why agencies ask for the automated report flow.
What it looks like in practice
Imagine a six-person marketing agency on monthly retainers. Every Monday at 8 a short report lands in your inbox. It pulls last week's numbers from HubSpot and puts them next to the week before, so you can see what changed in a minute.
How it works for agencies
Here is how the automated report flow runs day to day for agencies.
- I list the numbers you check and where they live.
- A workflow pulls them from HubSpot and your other tools.
- They're assembled into a simple report or sheet.
- It's sent by email or Slack on your schedule.
- Unusual numbers are highlighted.
Tools it connects to
For agencies, I usually connect it to HubSpot, Google Sheets, Looker Studio and Xero. It runs on n8n and Slack behind the scenes.
Questions from agencies
Does the automated report flow work with HubSpot?
It depends on your HubSpot plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
What does the automated report flow cost to run each month?
Setup for the automated report flow starts at $250 while the launch offer is on, for agencies and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.
What happens if something breaks?
The automated report flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your agency business?
Tell me how your agency business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built