Client Report AutopilotTier B · Recurring B2B tools
Monthly client reports, done before your coffee gets cold.
Upload each client's ad exports, or let Zapier send the numbers, and get a branded PDF with the math done and a plain-English summary written. You review it, then send it.
Then $75 a month. Cancel anytime. For US businesses.
North Loop Digital
Client Report Autopilot
- Oct 1, 6:00 AMSeptember ad data loaded
- 6:02 AMSummary written: spend, leads, cost per lead, next steps
- 6:03 AMBranded PDF report built
- 8:00 AMReport emailed to the client
The problem
Why this matters.
Reporting eats the first week of every month, and clients still ask, "So, is it working?"
- Exporting, pasting and formatting the same report for every client.
- Writing a summary a business owner actually understands.
- Reports that go out late because client work comes first.
How it works
What happens, step by step.
Step 1
Numbers in
Upload campaign exports from Google Ads, Meta, Microsoft, LinkedIn or TikTok, or send monthly totals from Zapier or Make.
Step 2
Math and words, done
Totals, cost per conversion and month-over-month changes are calculated. The AI writes a short summary using only those numbers.
Step 3
You review, then send
Get a branded PDF with your logo. Edit the words if you like, then email it to the client in one step.
What's in the kit
Everything you need to run it.
The working automation
Hosted for you, with reports, clients, editable summaries and an automatic report day. An n8n version works with your own Google Sheet.
A 6-lesson video course
Why clients leave agencies, how the reports work, setup, writing summaries clients read, tracking your reporting time and turning reports into renewals.
A step-by-step setup guide
Including which exports to download from each platform.
Video guides
A full setup walkthrough and a short demo.
A marketing pack
Wording to introduce the new reports to clients and a monthly check-in email.
The course
6 short lessons.
- 01Why clear reports keep clientsIn the trial · 4 min
- 02How the numbers and the summary are madeIn the trial · 5 min
- 03Set it up and send your first reportFull access · 5 min
- 04Write summaries clients actually readFull access · 4 min
- 05Track time saved and client engagementFull access · 4 min
- 06Turn reports into renewals and new workFull access · 4 min
Questions
Before you start.
Does the AI make up numbers?
No. Every number comes from your exports or the totals you send, and all the math is done in code. The AI only writes the words, using those numbers, and it's told never to invent numbers, benchmarks or averages. You review every report before it goes out.
Which ad platforms work?
Campaign reports exported as CSV from Google Ads, Meta Ads Manager, Microsoft Advertising, LinkedIn Campaign Manager and TikTok Ads Manager. Common column names are read automatically, and title and total rows are skipped.
Does it connect straight to Google Ads?
It works from exports or from monthly totals sent by Zapier, Make or your reporting tool. That keeps your ad account logins out of it.
Can I edit the summary?
Yes. Change the headline, summary, wins, what you're watching and next steps before sending. The numbers stay exactly as calculated.
Is it branded as my agency?
Yes. Reports use your agency's name, logo and brand color, and the emails come from your agency name with replies going to your inbox.
Can reports go out automatically?
Yes. Choose a report day, connect the numbers, and turn on automatic sending. Or keep the default: drafts are prepared on your report day and you send them after a quick review.
- 7-day trial
- $9
- Then monthly
- $75/mo
In the trial: the working tool, the setup guide and lessons 1–2 of the course.
After your first monthly payment: the full course, video guides, the n8n file, the marketing pack and priority support.
Try it for 7 days for $9Cancel anytime · US businesses only
$9 for 7 days, then $75 a month. Cancel anytime from your dashboard.
Get your first week of the month back.
Start the 7-day trial and send your first report today.