Monthly/quarterly business review report automation

Purpose

1. Automate end-to-end generation, aggregation, formatting, and secure distribution of monthly or quarterly business review reports for clients of advertising agencies.

2. Aggregate campaign performances, ROI metrics, spend breakdowns, attribution analysis, and creative analytics from multiple sources.

3. Standardize analytics visuals and commentary with customizable templates for executive-ready PDF/PowerPoint/email reports.

4. Enable agency-side content approval flow and version control before automatic client delivery.

5. Time the workflow precisely for recurring reporting intervals.

Trigger Conditions

1. Scheduled timer (monthly/quarterly date) from a calendar integration or custom scheduler.

2. Automated detection of all campaign data reconciled in data warehouse (e.g., BigQuery trigger on completion).

3. Manual request trigger for ad hoc reporting via pre-set request form.

4. Event-based, such as mark on project management platform indicating reporting period closure.

Platform Variants

1. Google Analytics

• Feature: Analytics Reporting API v4 — Automate data extract for user, session, conversion metrics.
  
• Config: Set date ranges dynamically; define metrics/dimensions per account.
  

2. Meta (Facebook) Ads

• Feature: Marketing API — Fetch campaign, ad set, and creative performance.
  
• Config: API call with account ID, date presets (last month/quarter).
  

3. Google Ads

• Feature: Google Ads API — Pull clicks, impressions, spend, CPA, conversions.
  
• Config: Set customer ID, fields, and reporting date window.
  

4. HubSpot

• Feature: Analytics API — Retrieve landing page and campaign analytics.
  
• Config: Use filters for campaign types and date range.
  

5. Salesforce

• Feature: Reports API — Extract pipeline, lead gen, closed-won metrics.
  
• Config: Select prebuilt report or dynamic SOQL query.
  

6. Tableau

• Feature: REST API — Refresh dashboards, export report visuals.
  
• Config: Automate PDF/PPT export after scheduled refresh.
  

7. Power BI

• Feature: REST API — Trigger report dataset refresh, export to PDF.
  
• Config: Specify report ID and export format in request.
  

8. Google Data Studio (Looker Studio)

• Feature: Data API — Automate export of dashboard pages as PDF.
  
• Config: Automate with email delivery scheduled workflows.
  

9. Slack

• Feature: Incoming Webhook — Post notification or PDF preview for internal review.
  
• Config: Predefine channel/user for posting drafts.
  

10. Microsoft Teams

• Feature: Graph API Message — Distribute draft for approval.
  
• Config: Send message with attachment to designated reporting channel.
  

11. Dropbox

• Feature: Files Upload API — Store generated reports in client folders.
  
• Config: Dynamic path and filename per client.
  

12. Google Drive

• Feature: Drive API — Upload PDF/PPT reports, set permissions for clients.
  
• Config: Auto-create new folders if missing.
  

13. Mailchimp

• Feature: Transactional Email API — Send reports to client lists.
  
• Config: Template with dynamic fields for each recipient.
  

14. SendGrid

• Feature: Mail Send API — Distribute finalized monthly/quarterly reports.
  
• Config: Attach files, set subject/custom body.
  

15. Adobe Acrobat Sign

• Feature: Automated Signature Request — Distribute review sign-off forms.
  
• Config: Map report links to approval document.
  

16. Monday.com

• Feature: API — Update reporting board status, log delivery.
  
• Config: Task automation post-report delivery.
  

17. Asana

• Feature: API — Auto-complete milestone/task when report delivered.
  
• Config: Reference task/project for automation.
  

18. Google Calendar

• Feature: Calendar API — Create/report recurring events for deadlines.
  
• Config: Set event details per client/project.
  

19. SQL Data Warehouse (e.g., Snowflake/BigQuery)

• Feature: REST API — Scheduled export of campaign analytics summary.
  
• Config: Query automation for specific columns/date range.
  

20. Notion

• Feature: Database API — Log reporting status and comments.
  
• Config: Append new rows for each report cycle.
  

21. Zapier

• Feature: Scheduler, Formatter, Multi-step automation — Route and connect all steps for seamless flow.
  
• Config: Define triggers, formatters, and conditional logic.
  

Benefits

1. Consistent, always-on reporting frees up analyst time.

2. Reduces error and manual data wrangling.

3. Ensures timely, professional delivery to clients.

4. Customizable and scalable for any client volume.

5. Easy audit trails for compliance and revision tracking.