Bots for agencies and marketers

Client Report Builder

DIY automation · Zapier, Google Sheets, Gamma

Losing Mondays to client reports?

Pulls ad, social, and website numbers into a report and emails it each Monday.

Price
Free
Setup
Needs setup
Time saved
8 hrs/wk 8 hours per weekSource

Who it's for

Agencies that lose Monday mornings putting together client reports.

What it does

  • Pulls ad, social and website numbers into a Google Sheet
  • Fills a Gamma report template from that sheet
  • Emails each client their PDF report every Monday

Proof

Not verifiedShared by a Reddit user on r/nocode

The post says this setup saves 8 hours per week.

Date not shown Read the source

Try it yourself DIY version

Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.

Copy this prompt
You are helping me write weekly client reports for [AGENCY NAME]. Here are last week's numbers for [CLIENT NAME], pasted from my Google Sheet: [PASTE ROWS: ad spend, clicks, leads, social reach, website visits]. The week before was: [PASTE]. Please: 1) Make a short table with each number, the week before, and the change. 2) Write a 3-line summary at the top in plain words. 3) List 2 wins and 1 thing we will try next week. 4) Write a short Monday email to the client to go with the PDF. Do not make up numbers. Flag anything that looks odd so I can check it before sending.

How to set it up

  1. Set up a Zap that pulls ad, social and website numbers into a sheet Sunday night.
  2. Build a Gamma report template that reads from that sheet.
  3. Review each report for about 20 minutes on Monday.
  4. Set a Zap to email each client their PDF.

Cost

Zapier free plan; multi-step Zaps from $19.99/mo

Prices change. Check the maker’s site before you buy.

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