Weekly client report automationWeekly client report automation
A step by step guide to setting it up yourself. Every Monday the system pulls your email marketing data, checks the status of ongoing work, checks Slack for anything the client is waiting on, and writes a plain-language report. This guide shows you exactly how to build your own version of it.
- The exact system we run for five client accounts
- Covers Klaviyo, Omnisend, Asana, ClickUp, Monday, Trello and Slack
- Written for people with no technical background
- Free forever, no trial and no card
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Book a time
Pick a slot in Gavin's calendar
Want help getting this running across your own client list? Choose a time that suits you. It takes 30 minutes and you'll leave with at least one thing you can action.
Three connections, three skills
MCP stands for Model Context Protocol. Think of it like a phone line. It is what lets Claude ring up Klaviyo, ask a specific question, and get a real answer back using live data instead of guessing. The guide walks you through all six pieces below.
A data source
Where the marketing numbers live. We use Klaviyo. Omnisend is a documented alternative.
A task organizer
Where the report gets posted and where ongoing work is tracked. We use Asana. ClickUp, Monday and Trello are options.
A communication channel
Where the team, and sometimes the client, gets notified. We use Slack, plus email for one client.
The setup skill
Run once per client. It asks for every value the report needs, then saves it as a config block on a task.
The efficiency skill
Never run on its own. It batches calls, merges deliverability lookups and isolates failures so one bad search does not kill the report.
The scheduling skill
Turns the saved config into a recurring Monday task covering the previous Saturday through Friday.
What is inside the guide
Plain-English MCP explainer
What an MCP connection actually is, written for someone with no technical background.
Custom connector setup
How to run one Klaviyo connector per client account, so you are not logging in and out all day.
The Slack workspace problem
Why the built-in connector only supports one workspace, and the two options that actually work.
The three skills, downloadable
Setup, efficiency and scheduling. Read them carefully before you install anything.
How it works
Enter your email
The guide opens straight away and lands in your inbox too.
Connect your three tools
Data source, task organizer, communication channel. The guide covers each one.
Run once, then schedule
Test a manual report first. Only schedule it once a clean run comes back.
Always review before sending to a client
This system is built to save time, not to remove the human from the process. Every output should be read by a real person before the client ever sees it. The data pull can be wrong, and the plain-language write-up is generated, so it needs checking by the person who knows the account.
Do not install any skills, plugins or prompts without reading them first. These get direct access to your accounts and your clients' accounts, so do your own due diligence.
Stop writing client reports by hand
Free, editable and yours to keep. It takes about ten seconds to get the link.
Send me the guide
Drop your email below and we will send you the link.
No spam. Unsubscribe any time. We will occasionally send you email marketing tips we think are actually useful.