Analytics

Automated monthly reports for every client — without the hours.

This workflow generates comprehensive monthly performance reports for each of your agency clients — covering SEO performance, content metrics, competitive landscape, and strategic recommendations.

Intermediate~30 credits per run·6 steps·6 integrations

Workflow Steps

How this workflow runs

1

Trigger: Monthly schedule

System Trigger

The workflow runs on the last Friday of each month for each active client.

2

SEO performance pull

SEO Audit + Content Calendar

SEO Audit + Content Calendar fetches Google Search Console and Ahrefs data for the month.

3

Competitive update

Competitive Intelligence Agent

Competitive Intelligence Agent summarizes the month's competitor activity.

4

Content performance analysis

Content Marketing Flywheel

Published content is ranked by traffic and engagement for the month.

5

Recommendations generation

SEO Audit + Content Calendar

Strategic recommendations for next month are generated based on performance data.

6

Report compilation and delivery

System Output

A client-ready report is compiled and delivered to your team for review before client presentation.

Triggers

What starts this workflow

Monthly schedule (last Friday)

Manual trigger per client

Outputs

What you get when it runs

Client report draft in Notion

SEO performance summary

Competitive activity recap

Strategic recommendations for next month

Integrations

Google Search ConsoleAhrefsBrave SearchNotionSlackGmail

Who uses this workflow

Marketing Agencies

Frequently asked questions

Use the Agency Client Reporting workflow

Start free with 20 credits. Deploy in minutes.