From Chaos to Clarity: Automating Client Reporting for a Marketing Agency

Client: Alice Z., Owner, Digital Marketing Agency

Industry: Marketing & Advertising

Focus: Reusable automations, client reporting, dashboarding

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The Challenge

Alice Z. runs a digital marketing agency with a growing client base, managing dozens of ad accounts across multiple platforms. Her team spent countless hours pulling performance data, formatting reports, and manually building visual dashboards for client presentations.

This process was not only time-consuming—it left room for human error and lacked consistency across client deliverables.

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The Solution

We built a reusable automation framework tailored to the agency’s workflows. First, we mapped the most repetitive tasks across clients: fetching campaign data, standardizing metrics, and preparing weekly reports.

To solve these challenges, we:

• Created Zapier automations to pull campaign data from Google Ads, Facebook Ads, and LinkedIn

• Integrated these automations with Google Sheets to normalize data

• Connected everything to Looker Studio (formerly Data Studio) for real-time, branded dashboards

• Enabled dynamic filtering so each client could have a custom view without additional work from the agency

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Tools Used

• Zapier
• Google Looker Studio
• Google Ads & Meta Ads APIs
• Google Sheets
• Airtable (for tracking automation status)
• Slack (for notifications when new reports were generated)

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The Results

✅ 80+ hours saved monthly on reporting

✅ 3x faster onboarding of new clients

✅ Enhanced professionalism in client presentations

✅ Consistent, real-time reporting with zero manual work

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Client Quote:

“They created reusable automations for our clients that saved us tons of time and effort. The integration with Looker Studio was a game-changer—it helped us deliver outstanding presentations with ease.”