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Monthly Client Report

Reports that write themselves every month.

Google SheetsClaude AIGmail
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The problem

Writing monthly reports takes half a day every month.

Your clients want to know what's happening. But pulling the data from spreadsheets, summarising performance, writing it up professionally, and sending it out is a half-day job you do every single month, for every client.

How it works

Step by step.

We handle the entire setup. Here's exactly what happens under the hood once it's live.

01
Data lives in Google Sheets
You maintain a simple spreadsheet with the month's key numbers, whatever metrics matter for that client. No special format needed.
02
Zapier triggers on the first of the month
A scheduled Zap fires automatically, reads the current month's data from the sheet, and passes it to Claude.
03
Claude writes the report
Claude transforms raw numbers into a written performance summary, highlights, what worked, what to watch, and recommendations for next month.
04
Report sent by email
The finished report is emailed directly to your client from your Gmail. It looks like you wrote it personally.

What connects

The tools involved.

Everything works with software you already use. No new platforms to learn.

Google Sheets
Where your performance data lives, metrics, numbers, KPIs.
How to connect
Connected to your Google account
Claude AI
Reads the data and writes a professional narrative report.
How to connect
API key in Zapier
Gmail
Sends the finished report to the client on schedule.
How to connect
Connected to your Google account

Demo

See it in action.

A short walkthrough of this automation running live.

Demo video coming soon

Included in

Available from the Business plan.

This automation is included in Business and above. Setup is handled entirely by our team · Also included in Premium.

Business
and above

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