Client reports that write and send themselves
Results from more than fifteen marketing platforms land in one database. Every period, a workflow builds each client's report and sends it, without anyone assembling a deck.
- Client
- Marketing agency
- Sector
- Marketing
- Type
- Automation and data pipeline
- Services
- Data pipeline, Reporting automation, n8n orchestration
Outcomes
Challenge
Account managers spent the first week of every month exporting numbers from ad platforms, analytics and e-commerce systems into slides. Clients received reports late and the team received them tired.
Approach
Every platform feeds a central PostgreSQL database through scheduled pipelines. A reporting workflow runs on a schedule, loops over active clients, pulls their orders and results, renders an HTML report and sends it through Gmail. Clients without a confirmed address get a draft for review instead, and every send is recorded so nothing goes out twice.
Outcome
Reporting moved from a week of work to a scheduled job. Account managers spend the time on the conversation about the numbers instead of on collecting them.