AI agentAI agents
Automated reporting: the numbers you need, collected and explained every week without a spreadsheet marathon
Our automated reporting agent collects your key numbers from the tools you already use (Google Analytics 4, Search Console, ad accounts, CRM, invoicing, payments), puts them in one short report on the day you choose, and explains in plain words what changed and what deserves attention. Every figure links back to its source, nothing is estimated without saying so, and the agent never edits the data it reads.
What we do for you
- A workshop to choose the few numbers that drive decisions, by role
- Read-only connections to your tools through their official APIs or exports
- A weekly or monthly report delivered by email, chat or a dashboard page
- A short written summary: what went up, what went down, what looks unusual
- Alerts when a number crosses a threshold you set (no sales for a day, a spike in refunds, traffic drop)
- A link from each figure to where it comes from, with the period covered
- Clear notes when data is incomplete, delayed or modelled
- A quarterly review of what the report contains, to drop what nobody reads
Who it is for
- Fits: owners who spend hours copying numbers from five tools into a spreadsheet
- Fits: teams who receive dashboards nobody opens, and want a short note instead
- Fits: agencies and consultants who report to clients every month
- Does not fit: regulated financial reporting; the agent prepares a management view, not your statutory accounts
The problem it removes
Most small businesses have the data; they lack the hour to gather it. Sales are in the payment tool, leads in the CRM, traffic in Analytics, searches in Search Console, ad spend in two ad accounts. The monthly report becomes a chore, arrives late, and mostly shows numbers without saying what they mean.
An agent does the gathering, the same way every time, and writes the first draft of the reading. A person still decides what to do about it.
How it works, step by step
- Choose the numbers: a handful per role, each with a definition everyone agrees on.
- Connect read-only: the agent reads from each tool's official API or export; it cannot change anything there.
- Assemble: on the day you set, it collects the period's data and checks it is complete.
- Write: a short summary in plain words, highlighting changes, unusual values and missing data.
- Deliver: by email, team chat or a dashboard page; alerts go out when a threshold is crossed.
- Review: each quarter, we remove numbers nobody uses and add the ones you missed.
What it does, and what it never does
| The agent does | The agent never does |
|---|---|
| Reads your data with read-only access | Changes, deletes or rewrites data in your tools |
| Shows where each figure comes from and for which period | Fills a gap with an invented or estimated number without saying so |
| Points out unusual changes | Claims to know why a number changed when the data does not show it |
| Sends alerts on thresholds you set | Sends your report outside the list of recipients you approved |
| Notes when data is delayed or incomplete | Presents a management view as audited accounts |
What it plugs into
Google documents official APIs for the two sources most of our clients use. The Google Analytics Data API lets you programmatically access Google Analytics report data, including realtime reports, for GA4 properties. The Search Console API lets you query your search traffic data with filters and parameters you define, by dimensions such as date, query, page, country and device, and distinguishes final data from fresher data still being processed. The agent uses these, plus the APIs or exports of:
- Google Ads and Meta Ads accounts (spend, clicks, conversions).
- Your CRM pipeline (new leads, stages, won deals).
- Your payment platform and invoicing tool (sales, refunds, overdue invoices).
- Your own databases or spreadsheets, where needed.
What we already run ourselves
We have not sold this as a standalone agent to a client yet; we run it on ourselves. A morning brief and a night-ops review run every day, and our servers are checked every 5 minutes with the results on a health page. Our SEO engine re-measures each page change after 28 days and keeps, corrects or removes it, using Search Console data. We also keep dashboards for GA4 and our CRM pipeline. The client version uses the same pieces, pointed at your tools.
What a weekly report looks like
The report should take two minutes to read. If it takes longer, it contains numbers nobody acts on, and the quarterly review removes them.
- Three lines at the top: the most important change of the week, in a sentence each.
- A small table per area: sales, leads, website, ads, cash, each with this week, last week and the same week a month ago.
- Flags: values outside the range you set, data that arrived late, a source that could not be read.
- Questions, not conclusions: “leads fell while ad spend stayed flat; worth checking the form?” rather than a guess presented as fact.
- Links: every figure opens the place it came from, so anyone can check it.
Questions we get
Can the agent change my data?
No. It connects with read-only access wherever the tool allows it, and only reads.
Why does my report differ from what I see in Google Analytics today?
Recent data may still be processing. Search Console's API, for example, distinguishes final data from fresher data still being processed. The report states which period and which data state it uses.
Will the AI explain why sales dropped?
It points out what changed and what changed at the same time, for example traffic, ad spend or conversion rate. It does not claim a cause the data cannot show; that reading stays with you.
Can my clients receive the report?
Yes, if you are an agency or consultant: the report can be sent to the recipients you approve, in your name.
Sources
- Google Analytics developers: Google Analytics Data API overview (checked 2026-10-06)
- Google Search Console API: Search Analytics query (checked 2026-10-06)