Your monthly client report can build itself in Make
Client reporting is the job agency owners keep asking how to survive: "How are you all handling client reporting without burning half a day every month?"
- Job: Client reporting
Every month the same Monday rolls around and you are back in six different logins, copying numbers into one sheet so a client can see what happened to their account. It eats half a day before you have written a single sentence about why any of it matters.
That pull can happen before you open your inbox. The numbers land in one place on their own, lined up by client, and what is left for you is the part that actually needed a person: deciding what the month meant.
Make watches each client's connected accounts and drops the fresh numbers into one spreadsheet every month on its own. Claude reads that sheet and writes the plain-English summary, the kind a client actually reads instead of skimming past a wall of numbers.
You end up with a report that is ready to send before lunch, written in sentences instead of a spreadsheet dump.
The catch: The one weak point is upstream: if a client's account login changes or a platform changes its report format, the pull breaks and nobody notices until the numbers look wrong.
Three ways to get this done
- Do it yourself (Free). The step-by-step playbook: what to do each week, in plain words, and how to know each step is done. Download the playbook: retention
- Let the agent run it (Founding cohort). The agent for this playbook drafts the work into an approval queue you control. We are proving it with a small group of agencies first. Apply for the founding cohort
- Have us run it for you ($2,500 setup, then $297 a month). We set the playbook up in accounts you own, against acceptance tests you sign, then run it and report the numbers every month. Have us run it
Sources: reddit.com · reddit.com · reddit.com · help.make.com · apps.make.com · claude.com
You open the month with a report already written, not a blank sheet and six browser tabs.