Smarter Week

How to automate it

How to automate “build the weekly or monthly client report”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

90 min
typically, once a week
65%
of the time can be automated
Some setup
to set up

Fix 1 of 2

Software featureBest fix

Use a client reporting tool that pulls the data and refreshes itself

AgencyAnalytics, DashThis, Whatagraph, Swydo and Google Data Studio connect to ad, SEO, social and analytics accounts and build a branded report for each client automatically.

Typically saves about 60% of the time3 h to set up
  1. 1Pick one tool and connect each client's data sources once.
  2. 2Build one report template and copy it for every client.
  3. 3Schedule the report to send monthly with a live link.
  4. 4Spend your time on the three-line commentary at the top (AI can draft it).

Tools: AgencyAnalytics · DashThis · Whatagraph · Swydo · Google Data Studio (formerly Looker Studio)

Fix 2 of 2

AI

Turn your rough notes into the weekly update with AI

Jot bullet points through the week; AI turns them into a clean update in the format your manager expects.

Typically saves about 60% of the time5 min to set up
  1. 1Keep a running note of what you did and what is blocked.
  2. 2Paste the note and last week's update (for format) into the AI assistant.
  3. 3Use the prompt below and check every fact.
  4. 4Send it or post it.
Prompt to copy
Turn my rough notes into this week's status update. Match the format and length of last week's update. Group by project, lead with results, flag anything blocked and what I need. Do not add anything that is not in my notes.

Last week's update:
[PASTE]

My notes this week:
[PASTE]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot

Quick wins

Have you tried…

Do your client reports pull the numbers in automatically each month?
Tools like AgencyAnalytics, DashThis or Google Data Studio connect to each client's accounts and build the report for you. You only write the commentary.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Agency Account / Client ManagerAgency Project ManagerConsultant

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Agency Account / Client Managers