Automated marketing reports for your own team, every Monday
Automated marketing reports for in-house teams. Every Monday morning Sai collects last week’s numbers from your analytics, ad accounts, email tool, social channels and CRM, fills your weekly marketing report in the sheet or slides you already use, and writes a short summary of what moved. The report is ready before the Monday meeting, built only from numbers Sai actually read.
The routine
# Routine: Weekly marketing report
Schedule: Weekly on Monday at 8:00 AM
Runs on: Mochi's computer
Ask me before acting: no
Stop a run after: 1 hour
## Each run
1. Open the Marketing Report sheet. Each metric row lists its source (analytics, ad account, email tool, social channel, CRM) and how it is defined.
2. For each metric, read last week's value (Monday to Sunday) from its source's own report.
3. Fill this week's column. Don't change earlier weeks or formulas.
4. Compare each metric with the previous week and the four-week average, and mark changes larger than 20 percent.
5. If the team uses a slide version, update its charts and numbers from the sheet.
6. Write a five-line summary: traffic, leads or sales, spend and cost per result, email and social, and one thing to look at.
## Rules
- Read only. Don't change campaigns, budgets, audiences or settings.
- Use each platform's own numbers; don't estimate missing values.
- If a source can't be read, leave the cell empty and say why.
## Send me
The summary, the biggest changes, and any metric that couldn't be filled.What are automated marketing reports?
Automated marketing reports are recurring reports on marketing performance, such as traffic, leads, ad spend, cost per result, email and social engagement, that are compiled on a schedule instead of by hand. An in-house team usually reviews them weekly to decide where to spend time and budget next.
The metrics and sources rarely change from week to week. Collecting them is the repeating part, and the part a routine can take over.
How this routine builds the weekly marketing report
Every Monday morning Sai works down your report:
- Read the report definition. Each metric in your sheet names its source and definition, so the numbers mean the same thing every week.
- Collect last week’s numbers. Sai opens analytics, each ad account, the email tool, social channels and the CRM and reads the values from their own reports.
- Fill the report. This week’s column is filled in your sheet, and the slide version is updated if you keep one.
- Compare. Each metric is compared with last week and the four-week average, and large changes are marked.
- Summarize. Five lines on what moved, written only from the numbers collected.
What you get every Monday
The meeting can then start with what to do about the numbers instead of collecting them.
- This week’s column filled for every metric
- Changes against last week and the four-week average
- Updated slides for the Monday meeting, if you use them
- A five-line summary
- A list of any source that couldn’t be read
Ways to automate marketing reports, compared
Teams usually pick one of these.
| Method | Setup | Uses your own report | Sources covered | Ongoing effort |
|---|---|---|---|---|
| Building the report by hand | None | Yes | Any | High every week |
| Native dashboards in each platform | None | No | One platform each | Medium: several dashboards to read |
| Reporting tools with data connectors | Medium to high | Usually their dashboard | Connected sources only | Low once built; connector costs per source |
| A Sai routine | Paste the routine, list metrics and sources | Yes, sheet or slides | Anything you can open in a browser | Low: read the summary |
Agencies reporting to clients should use automated client reporting instead, which builds one report per client each month. For search performance on its own, use automated SEO reports.
Weekly or monthly marketing reports?
Weekly suits in-house teams running campaigns, because budget and creative decisions are made weekly. Monthly reports work better for leadership and for slower channels such as SEO. Many teams run this routine weekly and add a monthly run on the 1st with a wider comparison.
Set up the routine in Sai
- Copy the routine above and paste it into Sai, or click Start with Sai.
- Set the schedule to Weekly on Monday at 8:00 AM.
- Leave Ask me before acting off; the routine only reads platforms and writes to your report.
- Build the Marketing Report sheet with one row per metric, its source and its definition, and give Sai view access to each source.
- Compare the first two weeks with numbers pulled by hand before relying on it.
Slide decks can be updated with Google Slides automation or PowerPoint automation.
Why use a computer use agent for marketing reports?
A typical marketing report pulls from five to ten platforms, and connectors for each one cost money and break when accounts change. A computer use agent reads each platform’s own report screen, the way a marketer does, and fills the report your team already trusts.
Sai ranks at the top of OSWorld, the open benchmark for computer use. A missing number is flagged rather than filled, so the report stays trustworthy week after week.
Skills this routine uses
- Google Slides automation: Build decks in Google Slides from a reference deck and your notes, and turn your corrections into rules Sai follows next time.
- Excel automation: Clean, merge and update workbooks, refresh a model from new numbers, and build the weekly report in the real Excel app.
- PowerPoint automation: Update a deck with new numbers, charts and notes, slide by slide, in the real PowerPoint app, without breaking the template.
Related guides
- AI SEO content marketer: Research, briefs and drafts
- Routines in Sai: How schedules, approvals and run limits work
- AI social media manager: Social reporting across platforms