Auto-generate monthly campaign performance reports

Purpose

1.1. Automate the collection, analysis, and delivery of monthly campaign performance data for Australian restaurants in Regional Cuisine, Food & Beverage sector.
1.2. Automates aggregating results from multiple marketing channels (email, social, paid ads) with automated analytics.
1.3. Enables automator workflows for compiling visuals, automatic benchmarking, PDF generation, and automated email distribution.
1.4. Streamlines reporting, ensuring campaign insights are automatically delivered to management with zero manual intervention.
1.5. Facilitates automated trend detection, KPI tracking, and automated repository archiving for compliance and future planning.

Trigger Conditions

2.1. Automator initiates on the last day of each calendar month at a pre-defined time.
2.2. Optionally, automation can trigger upon the upload of new campaign source data or after analytics dashboards finalize metrics.
2.3. Supports automation via webhook call from CRM or Marketing Platform indicating campaign cycle end.

Platform Variants

3.1. Mailchimp
• Feature/Setting: Automated Reporting API – Configure to extract monthly campaign metrics via Reports endpoint; e.g., schedule GET /reports/{id}.
3.2. Meta (Facebook/Instagram)
• Feature/Setting: Insights API – Automates fetching campaign stats; configure GET /{ad-account-id}/insights.
3.3. Google Analytics 4
• Feature/Setting: Data API – Scheduled export of source/medium and conversion data; e.g., POST /v1beta/properties/{propertyId}:runReport.
3.4. X (Twitter)
• Feature/Setting: Ads API – Automate stats export with GET accounts/:account_id/stats.
3.5. HubSpot
• Feature/Setting: Marketing Email Analytics API – Automates monthly aggregation with GET /email/public/v1/campaigns.
3.6. SendGrid
• Feature/Setting: Stats API – Configure automation with GET /stats for aggregated monthly email data.
3.7. Shopify
• Feature/Setting: Admin API – Automates pulling order and campaign coupon usage with GET /admin/api/{version}/orders.json.
3.8. Klaviyo
• Feature/Setting: Metrics API – Automated fetch of campaign performance with GET /api/v1/metrics/timeline.
3.9. Google Ads
• Feature/Setting: Google Ads API – Automates reporting with GAQL queries to extract monthly campaign performance.
3.10. Microsoft Power BI
• Feature/Setting: REST API – Automates data ingestion and report export with GET /reports/{reportId}/ExportTo.
3.11. Tableau
• Feature/Setting: REST API – Automates monthly PDF report export with POST /sites/{siteId}/workbooks/{workbookId}/pdf.
3.12. Zoho CRM
• Feature/Setting: Reports API – Automates fetching campaign lead and response metrics via GET /crm/v2/reports/{report_id}.
3.13. Slack
• Feature/Setting: Incoming Webhooks – Automated distribution of reports through POST to webhook URL in a channel.
3.14. Notion
• Feature/Setting: API – Automates appending or updating campaign results pages with PATCH /v1/pages/{page_id}.
3.15. Monday.com
• Feature/Setting: GraphQL API – Automates population of campaign dashboards using mutation create_update.
3.16. Trello
• Feature/Setting: REST API – Automatedly add report cards to a ‘Campaign Reports’ board, POST /1/cards.
3.17. Google Sheets
• Feature/Setting: Sheets API – Automates appending new metrics to existing docs with values.append endpoint.
3.18. Dropbox
• Feature/Setting: Upload API – Automate storing backups of generated reports using /2/files/upload.
3.19. OneDrive
• Feature/Setting: Graph API – Automates archiving reports monthly using PUT /drive/items/{parent-id}:/{filename}.
3.20. Zendesk
• Feature/Setting: Article API – Automates knowledge base entry for each report via POST /api/v2/help_center/articles.
3.21. Adobe Acrobat Services
• Feature/Setting: PDF Services API – Automates converting report content to professional PDF with POST /operation/createpdf.
3.22. Airtable
• Feature/Setting: REST API – Automates inserting or updating monthly metrics rows, PATCH /v0/{baseId}/{tableName}.

Benefits

4.1. Automation reduces manual labor in compiling and customising reports across multi-channel campaigns.
4.2. Automator delivers error-free and fast monthly campaign analytics directly to decision-makers.
4.3. Streamlined automation enables rapid insight-to-action cycle, strengthening competitive advantage.
4.4. Automating compliance archiving supports future benchmarking and audit readiness.
4.5. Report automation boosts consistency, timeliness, and reliability of marketing intelligence for Australian restaurant operators.