Client Report Agent
Generates monthly performance reports per client from your analytics connections — reports out on time without the export and format ritual.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Generates monthly performance reports per client from your analytics connections — continuously, in your systems, in your tone.
In your operation, generates monthly performance reports per client from your analytics connections — reports out on time without the export and format ritual — but doing it manually does not scale. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Client Report connects to Client Reporting, Agency, Shopify and your ops & reporting stack. It reads your rules, brand voice and live data — then generates monthly performance reports per client from your analytics connections — reports out on time without the export and format ritual. Exceptions land with your team; everything else runs without another dashboard to check.
- Pull live data — Client Reporting · sources connected
- Aggregate & calculate — Agency · standardised logic
- Format output — One template · every time
- Deliver on schedule — Inbox · Slack · dashboard
What it can deliver
- Client Reporting
- Agency
- Scheduled reports
- Dashboard updates
Potential integrations
Client Reporting · Agency · Shopify · Slack · Airtable · Google Sheets
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset