Automate Monthly Client Reporting Process (AI Agent / Workflow Automation)

Posted yesterday

Worldwide

Summary

Hi! I run a small digital marketing agency in Canada and I'm looking to automate one of our monthly reporting processes. At this stage, I'm looking for your proposed approach, estimated timeline, and cost. If you're interested, please reply with how you would tackle the project, your expected timeline, and an estimated price. If it's a good fit, we will discuss moving forward. I'm looking for an experienced automation specialist to help automate a monthly reporting process for my digital marketing agency. **Current Process Every month, I prepare reports for approximately 20 clients (with more clients being added over time). For each client, I: Download a PDF report from Looker Studio. Download a PDF report from Keyword Tool. Review both reports and extract key metrics. Create an email summarizing the important information from the reports. Attach both PDF reports to the email. Some clients receive emails from Gmail, while others receive them from Microsoft Outlook. I already maintain a list of clients, their email addresses, and which mailbox should be used. **What I'm Looking For I'd like someone to design and build a scalable automation solution, preferably using an AI agent, that can: -Retrieve or download the monthly reports from Looker Studio and Keyword Tool. -Extract relevant metrics from both reports. -Draft a professional email summary based on the report data. -Attach both PDF reports. -Be easy to maintain, update and scale as my client base grows. **Preferred Technologies I'm open to recommendations. **Scalability The solution should initially support approximately 20 clients, but it should be designed so adding new clients requires minimal effort. **Deliverables -Fully working automation. -Documentation explaining how it works. -Instructions on how to add new clients. -Error handling and logging. -Ability to make future enhancements. For qualified candidates, I'd be happy to schedule a short call to walk you through the current process and discuss the proposed solution, timeline, and estimated cost.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Automation
AI Agent Development
Activity on this job
  • Proposals:50+
  • Last viewed by client:yesterday
  • Hires:
    1
  • Interviewing:
    1
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Apr 10, 2018
  • Canada
    Markham5:34 AM
  • $8.5K total spent
    7 hires, 2 active
  • 162 hours

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