Client reporting automation for agency owners
Every month, the same grind: logging into five platforms, copying numbers into a spreadsheet, polishing a deck you've built a dozen times before. This Make.com automation template connects your clients' Google Analytics, Meta Ads, and email marketing data into a single formatted report — then delivers it to their inbox automatically, on schedule. Set it up once and reclaim the hours you've been quietly writing off.
Freelancers and agency owners lose four to six hours per client each month manually pulling marketing data and assembling reports that should practically write themselves.
Use this to automate your entire monthly reporting cycle — from data pull to branded client delivery — so you bill those hours elsewhere.
- Make.com workflow JSON, ready to import
- Connectors for GA4, Meta Ads, and Mailchimp
- Auto-formatted Google Slides report template
- Scheduled trigger with per-client customization
- Step-by-step setup and configuration guide
Marketing agency owners and freelancers managing three or more retainer clients who dread the end-of-month reporting crunch.
Unlike generic dashboard templates, this workflow handles the full pipeline — data fetch, formatting, and branded delivery — with no manual touchpoints after the initial one-time setup.
Pay list, or pay more. Every extra dollar funds the next drop. Minimum is $37.00.
- ✓ Instant Delivery
- ✓ Lifetime Access
- ✓ Secure Stripe Checkout
- 01Add to bagOne tap. Save your name-your-price if you tipped.
- 02Secure Stripe checkoutEncrypted, PCI-compliant. Apple Pay, cards, Link.
- 03Instant deliveryDownload link on-screen and in your inbox. Lifetime access.
