The task
Every Friday afternoon, each account manager pulled the week's numbers from Google Analytics 4 for each client, wrote a summary in a document template, added screenshots, and emailed the result. Standard templates, calendar blocks, and a shared spreadsheet had made this faster without removing the writing. The source also describes uneven quality: reports written late in the day were shorter than early ones, and the last client in line got the thinnest report.
What they did
The agency set up one agent per client, each connected to that client's Google Analytics 4 property and, where relevant, other data sources. Ecommerce clients get revenue and product analysis, lead-generation clients get form submissions and cost per lead, and publishers get pageview and engagement metrics. The agents run on Wednesday evening and place a draft report in each account manager's inbox by Thursday morning. The source says the setup for all 11 clients took two weeks, after a test on one retail client whose reports had been written by hand for eight months.
What the source reports
According to the source, the weekly time the team spent building reports fell from roughly 16 hours to about 3 hours spent reviewing and editing drafts. The source reports that reviewing one client's draft takes an account manager 15 to 20 minutes. According to the source, one client asked whether the agency had hired a new analyst, and clients now reply with questions that refer to specific points in the reports.
Where the approval sits
Account managers review each draft on Thursday morning. They add strategic context, remove anything that does not apply, and adjust the tone. Reports go out on Thursday afternoon, after that review. In one example the agent suggested a budget shift, and the account manager had read the report that morning and agreed with it before the client called to discuss it.
Worth knowing
The source is written by the founder of the company that sells these agents, so it is a vendor's own account and the figures are self-reported. The source says the agency did not tell its clients about the automation, and gives as the reason that it wanted to see whether the reports stood on their own. It also notes that the agent includes more detail than the hand-written reports did, and it does not describe any check of the underlying data, so reviewers still need to confirm that the numbers are right.
Source: cotera.co · Mar 2026
Drafted with AI assistance and checked automatically. A person is responsible for the collection. How these entries are made
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