Centralized reporting with email automation

If you’re still manually building reports for every client... Stop. It’s one of the highest-effort, lowest-leverage tasks inside your agency. Here’s how we replaced spreadsheets, manual screenshots, and late-night reporting sprints with a fully automated, no-touch workflow that sends beautiful, branded reports every week. The Stack: 1. Google Looker Studio (formerly Data Studio) → Our main reporting dashboard → Pulls data from SEO, PPC, and CRM tools → Client-friendly and visual,  no spreadsheets, just clean storylines 2. Supermetrics → Connects ad platforms (Meta, Google Ads, LinkedIn) to Looker Studio → Pulls in real-time data into dashboards → One setup = infinite auto-refreshing reports 3. Google Analytics 4 + Search Console Integration → Brings organic data, conversions, traffic, and user behavior into the dashboard → Clean source of truth, especially for SEO reports 4. SEMrush + Ahrefs Widgets → Keyword rankings, backlinks, technical scores,  visualized inside Looker → Helps us showcase progress, not just activity 5. Zapier + Gmail → Every Monday, clients receive a branded email with a live report link → No reminders, no chasing, no late nights How the System Works End-to-End: Set up a branded Looker Studio template per service (SEO, PPC, full-stack) Plug in Supermetrics + GA4 + GSC + SEMrush Build filters by client so that dashboards update dynamically. Use Zapier to schedule a weekly report delivery (with their name, link, and metrics summary) That’s it - no Excel, no PDFs, no human touch. The outcome: - Clients love the transparency. - Your team saves 5+ hours/week. No more “Can you send us the latest results?” emails You didn’t start your agency to be a data monkey. You started it to grow results and relationships. Reporting should help you retain clients, not drain your energy. #digitalintellects #digitalintellectsKC

This Make automation saved 100+ hours every e-commerce season. Yet it's just a small piece of the pie. Orders came in trough excel sheets and were manually added to their systems. We automated the import of all orders, including products and details. The only manual action? → Upload the file to their Drive This automation is the first automation in a sequence of many, because what happens after is: → Products and orders are created → Orders & Products are connected → Tasks are created for orders and products → Dates are assigned up to 180 days ahead → Responsible people are allocated to the tasks → Emails to buyers & suppliers are automated And way more. We completely structured & automated their process. It consists of 45+ automations that form a system. They now have: → Centralised complete operations in monday.com → 75+ tasks generated with due date & assignee → Automated emails, documents and reminders → Reduced their manual work by 60% → High level view of all orders They saved time, have high level overview and increased overall efficiency. Loads of benefits where in the details, too much to share, but we added small tweaks like: → Emails & requests only to be sent during business hours → Tasks connected, finishing one tasks kicks off the next one → Bulked requests stored and sent daily to streamline communication We never automate single tasks - we turn businesses in to automated systems. --- Automagency builds structured and automated internal systems to help your team work efficient, save time and create overview.

These days I’m focused on building automated data workflows — systems that run daily without manual effort. Here’s one complete end-to-end example I recently explored 👇 📦 Use Case: Automating Daily Sales Reporting Goal: The sales team wants to receive an automated sales report in their email every morning — no Excel copying, no late updates. ✅ Here’s the Full Automated Flow (Step-by-Step): 1. 🛒 Data Capture from Source Sales transactions happen on an eCommerce platform or POS system. That system sends data to a backend server, which stores it automatically in a SQL database (like MySQL or PostgreSQL) every few minutes or hours. This is done through API integrations or direct database syncing. 2. 📥 Data Extraction Every morning at 6:00 AM, a SQL query is triggered to pull the last 24 hours of data. 3. 🧹 Data Cleaning & Processing (ETL) A Python script (using Pandas) does the following: Removes any duplicates Handles missing or wrong values Calculates totals, KPIs like conversion rate, average order value 4. 📊 Report Generation The script creates a neat Excel or PDF report using: openpyxl for Excel formatting matplotlib for simple graphs 5. 📤 Email Automation Using smtplib, the script automatically emails the report to the team by 8:00 AM with the subject line: “📈 Daily Sales Report – [Date]” 6. ⏰ Job Scheduling The entire flow is triggered automatically using: Windows Task Scheduler (on a laptop) or Apache Airflow (on a server or cloud) 📌 Result: No one touches the process — the report shows up in everyone’s inbox before they even log in. Are you working on something similar? Let’s connect! #DataArchitecture #DataAutomation #ETL #Python #SQL #SalesReporting #LearningInPublic #Analytics #WorkflowAutomation #PowerBI

Streamline Your Client Reporting with Automated Weekly Progress Updates 🚀 Keeping clients informed about the progress of your work is essential for building trust and transparency. But let’s be honest—it can also be time-consuming, especially when managing multiple accounts. I built a Make scenario that automates weekly progress reports for Instantly.ai campaigns, giving my clients all the insights they need. The Problem Clients often want to know: 1. How are my campaigns performing? 2. Are we meeting our targets? 3. What actions are driving results? Answering these questions manually can eat into your productivity, especially if you’re spending hours preparing reports every week. The Solution I created an automated scenario that: Pulls Real-Time Campaign Data: Automatically collects metrics from Instantly, such as open rates, reply rates, and conversions. Formats It into a User-Friendly Report: Transforms the raw data into an easy-to-read summary, complete with graphs and actionable insights. Delivers It to Clients Weekly: Sends the report directly to clients via email —no reminders or extra effort required. The Benefits Time-Saving: No more manual updates or chasing down metrics. Transparency: Clients can see exactly what’s happening with their campaigns. Better Engagement: Data-driven insights help them make informed decisions quickly. Want to give your clients the same hands-free experience? Drop a comment below, and I’ll share the blueprint with you. So you can set up your automated reporting system. Let’s make client reporting effortless and impactful!