The task
The agency kept Looker Studio dashboards for its clients, but clients wanted a written explanation of what changed and why it mattered. Each week, account managers reviewed performance, spotted the changes, wrote a summary, formatted the report, and sent it. According to the source, this took more than two hours per client across 15 accounts, and the quality of the write-ups varied with each account manager's workload.
What they did
The agency worked with an outside engineering firm, which is also the publisher of the source. On a set schedule, a job pulls campaign data from BigQuery, which collects figures from Google Analytics 4, Google Ads, and Meta. It compares each metric with predefined thresholds and keeps only the meaningful changes. Those changes, the client's context, and the agency's tone guidelines go into a prompt for OpenAI's GPT-4o mini, used through its API without fine-tuning. The model writes every report in the same three parts: a top-line summary, an explanation of what changed, and a section on what the agency is doing about it, based on the client's active goals. The system explains performance and leaves strategy to the agency. The text is placed in the agency's branded template, exported as a PDF, and saved as a draft.
What the source reports
According to the source, account managers moved from writing reports to reviewing them, which saves over 15 hours per week across the team. The source states that the system was delivered in 5 weeks within the planned budget. According to the source, every client now receives the same structure and level of detail, whatever the account manager's workload.
Where the approval sits
Every report is saved as a draft. The account manager reviews it, adjusts it where needed, and sends it to the client. According to the source, final review stays with the account managers, so nothing reaches a client without that person reading it first.
Worth knowing
The source is a case study published by the firm that built the system, so the outcomes are that firm's own account. The agency is not named. The source gives hours saved but does not describe how the figures in a draft are checked or what reviewers typically correct. The system is limited to explaining performance, and strategy advice stays with the agency.
Source: getdevdone.com · Apr 2026
Drafted with AI assistance and checked automatically. A person is responsible for the collection. How these entries are made
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