Ad & Marketing

Automated AM Briefs &
Client Reporting

Every morning at 7am, this workflow pulls live data from GA4 and every ad platform, runs it through GPT-4o, builds the weekly client slide deck, and pushes a synthesized daily brief to every Account Manager — before they open their first email.

8 hrs

saved/week

vs. manual reporting

2 min

to generate

weekly client report

Daily

AM briefs

every morning at 7am

100%

on time

zero missed Mondays

Google Analytics 4Meta Ads APIGoogle Ads APIGPT-4on8nGoogle SlidesSlackGmail
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Typical build: 2–3 week sprint · Fixed price · Zero delivery risk

Live workflow — runs every morning at 7am
ScheduleDaily 7amGA4GA4AnalyticsfMeta AdsAd dataGoogle AdsAd datan8n MergeNormaliseGPT-4oDraft writerSlidesClient reportSlackAM brief12a2b2c3456

Trigger

Daily cron 7am

Reports

Weekly (Mon)

Briefs

Daily (all AMs)

The problem

Why agencies still do this manually

Account managers spend Monday mornings on data, not clients

Pulling from GA4, Meta, Google Ads and LinkedIn separately, dropping numbers into a slide template, writing commentary — it's 2–3 hours every Monday before anyone talks to a client.

Weekly reports go out Tuesday. Or Wednesday. Or not at all.

Manual reporting is fragile. One analyst sick, one platform API change, one missed export — and the client gets silence. This workflow eliminates all of that.

AMs are flying blind without a daily brief

Account managers have 12 client calls, 40 emails and 6 Slack threads to manage. Without a synthesized daily brief, important tasks, commitments and red flags get buried.

How it works

Every step, explained

This is the actual workflow Kovil AI builds and deploys — not a diagram. Here is what runs inside every node.

1
n8n Schedule

Cron trigger fires at 7am every morning

n8n's Schedule node fires at 7am in the agency's timezone, seven days a week. It executes two parallel paths: (1) the daily AM brief path — pulling the previous day's key emails, meeting notes and tasks from Gmail and Google Calendar; (2) the weekly client report path — which only executes on Mondays, pulling 7-day ad and analytics data.

n8n Schedule NodeDaily + weekly pathsConditional branchingTimezone-aware
2
Google Analytics 4 API

GA4 pulls sessions, conversions and revenue by channel

n8n calls the GA4 Data API to retrieve the previous 7 days of traffic data: sessions by channel, conversion rates, goal completions, ecommerce revenue (if applicable), and bounce rate by landing page. The API uses a service account with read-only access — no login required, no manual export.

GA4 Data APIService account authChannel breakdownCustom date ranges
3
Ad Platform APIs

Meta, Google Ads data pulled in parallel

Three HTTP Request nodes run simultaneously to pull campaign-level performance: Meta Marketing API returns spend, ROAS, CPM and reach by campaign. Google Ads API returns impressions, clicks, conversions and quality scores. LinkedIn Marketing API returns engagement, impressions and lead gen stats. All calls use pre-stored OAuth tokens refreshed automatically.

Meta Ads APIGoogle Ads APILinkedIn APIParallel executionOAuth token refresh
4
GPT-4o

GPT-4o drafts two documents: client report narrative and AM daily brief

Two separate GPT-4o calls run: (1) Weekly client report prompt — receives all platform data, outputs a 400-word performance narrative with top insights, anomalies and recommendations, formatted in Markdown. (2) Daily AM brief prompt — receives yesterday's calendar events, email summaries and task completions, outputs a 5-bullet synthesized brief per AM: what happened, what's due today, what needs attention.

GPT-4oDual prompt pathsAM brief generationClient narrativeStructured output
5
Google Slides API

Client report slide deck built automatically from a master template

Google Slides API clones the agency's master report template and populates it programmatically: Slide 1 (executive summary with GPT-4o narrative), Slides 2–4 (platform breakdowns with key metrics), Slide 5 (GPT-4o recommendations). Charts are built using the Slides API's chart embedding feature linked to a Google Sheet that n8n populates with the raw data.

Google Slides APITemplate cloningChart embeddingGoogle Sheets API
6
Slack + Gmail

Client gets the report; AMs get their daily brief

Two parallel outputs: (1) Gmail API sends the weekly client report (PDF attachment + Google Slides link) to each client contact on the distribution list — personalised subject line, branded HTML body. (2) Slack posts a personalised daily brief to each AM's DM — their specific clients, their specific tasks, their specific red flags. One AM's brief never contains another AM's client data.

Gmail APISlack DMsPer-AM personalisationPDF attachmentParallel delivery
Tech stack

Every tool in the workflow

n8n

Orchestration

Manages daily + weekly conditional paths, all parallel API calls, data merging and both output branches.

Google Analytics 4 API

Analytics data

Pulls traffic, conversion and revenue data via service account. No manual GA4 login or export needed.

Meta + Google Ads + LinkedIn APIs

Ad performance data

Three parallel API pulls return campaign-level spend, ROAS, clicks and conversions across all platforms.

GPT-4o (OpenAI)

Report writer + brief generator

Two separate prompts: one for the client-facing report narrative, one for each AM's personalised daily brief.

Google Slides API

Report builder

Clones master template, populates all slides with data and GPT-4o narrative. Exports as PDF for email.

Gmail API

Client delivery

Sends branded report emails with PDF attachment to each client distribution list.

Slack

AM daily briefs

Posts personalised 5-bullet daily brief to each AM via DM. Each brief is specific to their client portfolio.

What we build

A 2–3 week sprint. Production ready.

Kovil AI scopes, builds, tests and deploys this workflow end-to-end. You do not touch n8n until it is live and running.

  • GA4 Data API service account setup
  • Meta, Google Ads and LinkedIn API credentials configured
  • n8n conditional branching for daily vs. weekly paths
  • GPT-4o dual prompts engineered for your agency voice
  • Google Slides master template built to your brand
  • Per-AM Slack brief personalisation logic
  • Gmail branded email delivery with PDF attachment
Sprint timeline2–3 weeks
Week 1APIs + merge logic
  • GA4 + ad platform APIs + n8n merge logic
Week 2GPT-4o + Slides
  • GPT-4o dual prompts + Google Slides template build
Week 3Delivery + deploy
  • Gmail delivery + Slack AM brief personalisation + deployment
FAQ

Common Questions

What is an AM brief and why does it need automation?

An AM brief (Account Manager brief) is a daily summary of each client's performance metrics, delivered to the account manager before they start their day. Without automation, AMs spend 30–45 minutes each morning pulling data manually from GA4 and ad platforms. This workflow generates and delivers a personalised brief per AM via Slack at 7am — covering only their client portfolio.

How does the workflow differentiate between clients managed by different AMs?

Each client record in the system is tagged with an account manager ID. The workflow loops through all active clients, generates a brief per client, then groups briefs by AM and delivers a consolidated Slack message to each AM's DM — showing only their own portfolio, never other AMs' clients.

Does the weekly client report include GA4 and paid ad data together?

Yes. The weekly report pulls GA4 organic and direct traffic data alongside Meta Ads, Google Ads, and optionally LinkedIn data into a unified view. GPT-4o synthesises both into a single narrative — explaining how paid activity influenced organic behaviour, and vice versa.

Can the report template be customised per client?

Yes. Each client has a report template variant in Google Slides — different logos, brand colours, and slide structures. The workflow clones the client-specific template and populates it with that client's data. One workflow, unlimited template variants.

Put your reporting on autopilot.

Book a 30-minute discovery call. We will scope the workflow for your platforms, clients and reporting cadence — fixed price, zero delivery risk.

Browse other workflows

Typical sprint: 2–3 weeks · Fixed-price · Fully managed delivery · Post-launch support included