Client reporting assistant

Pulls the numbers together and writes the client report in plain words. For: Agencies and consultants.

The problem

Monthly reports take days of copying numbers into slides, and the explanation is rewritten every time.

How it works

Built from: gsheets, gmail, notion, claude.

• gsheets: Where the numbers are collected
• gmail: Sends the report to the client
• notion: Keeps notes, goals and past reports
• claude: Explains what changed and why, in plain words

flowchart LR
  C(["Your customer"]) <-->|"asks, pays, gets updates"| APP["Your app<br/>Account manager app: review and approve the report on a phone"]
  APP --> L{{"Your logic<br/>the rules that are yours"}}
  subgraph EX["Apps that already exist: APIs and MCP servers"]
    A0["Google Sheets<br/>Where the numbers are collected"]
    A1["Gmail<br/>Sends the report to the client"]
    A2["Notion<br/>Keeps notes, goals and past reports"]
    A3["Claude (AI)<br/>Explains what changed and why, in plain words"]
  end
  L --> A0
  L --> A1
  L --> A2
  L --> A3
  L --> DB[("What it keeps<br/>Clients and goals, Metrics by period, Reports and approvals")]
  L --> OWN["Admin dashboard<br/>Report templates and schedule per client"]
  classDef yours fill:#1691D6,stroke:#0a5f95,color:#fff
  classDef ext fill:#E6F3FB,stroke:#1691D6,color:#12112E
  class APP,L,DB,OWN yours
  class A0,A1,A2,A3,A4 ext

The logic

1. When reporting day arrives: Collect the numbers from each connected sheet
2. When numbers collected: Compare with last period and the goal
3. When report drafted: Send to the account manager to review
4. When approved: Email the client and save a copy in Notion
5. When a metric moves sharply: Alert the account manager the same day

flowchart LR
  subgraph R0["Rule 1"]
    direction TB
    W0{{"When: Reporting day arrives"}} --> T0["Then: Collect the numbers from each connected sheet"]
  end
  subgraph R1["Rule 2"]
    direction TB
    W1{{"When: Numbers collected"}} --> T1["Then: Compare with last period and the goal"]
  end
  subgraph R2["Rule 3"]
    direction TB
    W2{{"When: Report drafted"}} --> T2["Then: Send to the account manager to review"]
  end
  subgraph R3["Rule 4"]
    direction TB
    W3{{"When: Approved"}} --> T3["Then: Email the client and save a copy in Notion"]
  end
  subgraph R4["Rule 5"]
    direction TB
    W4{{"When: A metric moves sharply"}} --> T4["Then: Alert the account manager the same day"]
  end
  S(["Start"]) --> R0 --> R1 --> R2 --> R3 --> R4 --> E(["Done and logged"])
  classDef when fill:#E6F3FB,stroke:#1691D6,color:#12112E
  classDef then fill:#1691D6,stroke:#0a5f95,color:#fff
  classDef end1 fill:#12112E,stroke:#12112E,color:#fff
  class W0,W1,W2,W3,W4 when
  class T0,T1,T2,T3,T4 then
  class S,E end1

What can be developed

• Mobile app: Account manager app: review and approve the report on a phone
• Website: Client portal with live dashboards and past reports
• Admin dashboard: Report templates and schedule per client
• AI and automation: Writes the summary, highlights and next steps; Flags numbers that look wrong before they reach the client

The money (illustrative example)

The customer pays ₹2999 per agency, per month. API and hosting costs: AI writing ₹600, Email and storage ₹150, Hosting ₹150, together ₹900. Net profit ₹2099.

sankey-beta
Customer pays,AI writing,600
Customer pays,Email and storage,150
Customer pays,Hosting,150
Customer pays,Net profit,2099

Watch out for

• A person must approve reports before clients see them.
• Client data stays separate between accounts.

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