Client reporting
Recurring reports and status updates for clients, drafted from data you already have.
- Client reporting
A freelance consultant has Claude draft the commentary in monthly paid media reports
A freelance paid media consultant uses Claude to draft the executive summary, campaign commentary, and anomaly notes of monthly client reports. The consultant checks the data first, edits the draft, and lays out the final report.
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A performance agency lets AI draft weekly client summaries for account manager review
A performance marketing agency has an AI model write plain-language summaries of the weekly changes in each client's campaigns. Each summary is saved as a draft, and the account manager reviews, adjusts, and sends it.
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An agency has GA4 client reports drafted overnight for account managers to edit
An agency with 11 clients has AI agents draft weekly Google Analytics 4 reports on Wednesday night. Each account manager reviews and edits the drafts on Thursday before they go to the clients.
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