Workflow Automation · SaaS Development
A reporting system that pulls campaign data every week, writes AI summaries and delivers branded reports to every client.
This is an illustrative example of a system we build. It is not a client project, and no results are claimed.
- Client
- Sample project
- Industry
- Marketing agency
- Location
- International
- Timeline
- Example: 5 weeks
01 The challenge
Account managers spent every Monday exporting data from ad platforms into spreadsheets and writing the same report for each client by hand.
02 Our solution
Scheduled workflows collect data from each ad platform, store it in one database, generate a written summary with AI, and publish a branded report to a small client portal, with an email sent automatically.
03 System architecture
Inputs01
- Google Ads
- Meta Ads
- Google Analytics
Intelligence02
- AI report writer
- Anomaly checks
- KPI calculations
Integrations03
- Make scenarios
- Supabase database
- Email service
Outputs04
- Client portal
- Weekly email
- Team alerts
04 Workflow
01 · Schedule
Every Monday
02 · Collect
Pull ad data
03 · Store
One database
04 · Write
AI summary
05 · Publish
Client portal
06 · Notify
Email sent
05 Technologies
- Make
- Supabase
- Next.js
- OpenAI
- Google Ads API
- Meta API
06 Implementation
- 01
Discovery
Reviewed existing reports and the KPIs clients care about.
- 02
Design
Designed the data model and the report template.
- 03
Build
Built data pipelines, the AI writer and the portal.
- 04
Launch
Ran in parallel with manual reports for two cycles, then switched.
07 Outcomes (sample)
- Sample · not verified
Reporting time
Replace with your measured result.
- Sample · not verified
Reports delivered on time
Replace with your measured result.
- Sample · not verified
Data errors
Replace with your measured result.
08 Screenshots
Next project
AI lead qualification agent for a property sales team
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