AI Workflow Automation Multi-client

Replacing 2 Hours of Monday Morning Busywork with One Workflow

Built at SMB Team · Led by the developer behind Midcoast Works

Weekly reporting time: 2+ hours per client → 0
Reports delivered every Monday automatically at 8am
Team hours reallocated to more meaningful SEO work
// The Challenge

Every Monday morning started the same way: open GA4, pull last week's traffic numbers. Open Search Console, grab keyword rankings. Open the Google Ads dashboard, screenshot the campaign stats. Paste everything into a Google Doc template. Format it. Add commentary. Email it to the client. Repeat for 50+ clients.

The whole process took 2+ hours per client per week. For an agency managing 100+ accounts, that's 200+ hours/wk of pure copy-paste-format work that added zero strategic value.

// The Solution

We built a workflow that pulls data from GA4, Search Console, and Google Ads via their APIs, formats it into a clean branded report template in Google Docs, adds week-over-week comparisons and trend indicators automatically, and emails the finished report to each client every Monday at 8am, all before anyone on the team even opens their laptop.

The reports include traffic overview, top landing pages, keyword movement, ad spend vs. conversions, cpc, etc. An email was sent to the assigned SEO specialist, if the selected metrics moved by more than 10%. This system means the team only needs to look at reports where something actually changed, instead of reviewing every single one.

Tools & Stack

Google Analytics 4 Search Console Google Ads API Google Docs Make

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