Weekly client reporting can feel like déjà vu for many marketing agencies—exporting data, formatting spreadsheets, drafting insights, and sending emails—all before the workweek really begins. That’s exactly the pain point a mid-sized marketing agency was facing. Every Monday, their team spent several hours creating individual reports for over 10 clients, leaving little time for actual strategic work.
The Problem
Although the agency had a strong data foundation—Tableau dashboards connected to Snowflake—their clients weren’t interacting with the dashboards as expected. Instead of clicking through charts, they wanted brief, readable updates in a format they were more comfortable with: emailed summaries. This meant the team had to export data manually from Tableau, copy it into Excel templates, write custom performance summaries for each client, and email them one by one. It was a tedious, repetitive workflow.
The Solution
To eliminate the manual grunt work, I built a fully automated reporting pipeline using n8n, Claude AI, and Snowflake. Now, the entire process—from data extraction to email delivery—runs on autopilot every Monday morning.
First, the workflow queries Snowflake directly to fetch weekly performance metrics for each client. No more logging into dashboards or downloading CSV files.
Once the data is collected, it’s sent to Claude AI, which generates client-friendly summaries that highlight what actually matters—like key wins, drops in performance, and campaign-specific insights. These summaries are formatted into clean, well-branded HTML reports tailored to each client’s goals and campaigns.
Finally, the system automatically emails each client their personalized report, maintaining consistent formatting and tone across the board.
How AI Makes a Difference
Clients no longer receive dry spreadsheets or overwhelming dashboards. Instead, they get insights like:
“Your lead generation campaigns saw a 15% increase in qualified leads this week. LinkedIn performed especially well, delivering a 23% lower cost-per-lead compared to last week.”
Claude AI doesn’t just summarize numbers—it provides analysis that clients can understand and act on. This has elevated the perceived value of the reports, making them genuinely useful communication tools.
Why This Stack Works
n8n handles the orchestration, connecting data sources, AI services, and email delivery in one seamless workflow.
Claude AI turns complex data into clear, human-readable summaries.
Snowflake integration ensures real-time access to reliable data—no manual exports needed.
The Result
The agency now delivers professional, insight-rich reports every week—without lifting a finger. They’ve saved hours of manual effort and improved client satisfaction thanks to more engaging and valuable reporting. Reports go out on time, look polished, and are filled with content clients actually read.
Final Thoughts
This project is a perfect example of how automation and AI can upgrade repetitive, time-consuming workflows into streamlined, impactful processes. If your agency spends hours on manual reporting, it might be time to consider automating the flow and adding AI into the mix.
Let’s talk if you want to build a system like this for your team.
