Automated
- Data preparationPull and organize the defined inputs.
- Calculations & checksApply the same rules each cycle.
- Draft generationPrepare the report, dashboard or presentation.
- Run history & recoveryRecord what ran and where to resume.
Reporting Automation
Recurring reports.Without starting over.
I automate the preparation of recurring marketing reports: data, calculations, quality checks and the draft follow the same rules every cycle. In one workflow I automated, preparation went from days to minutes; review and approval remain human work.
- Same rules every cycle
- Checks before continuing
- Traceable from source to draft
Google Ads
Meta Ads
GA4
CRM
Reporting workflowMonthly · marketing
- Sources received
- Data validated
- Metrics calculated
- Draft prepared
June 2026 · v01Executive reportFor review
01 / The boundary
What gets automated.What stays human.
I automate the repetitive preparation. Anything that requires judgment is not delegated to the workflow.
Human
- InterpretationExplain the results in context.
- Exception reviewResolve cases that need judgment.
- Final approvalReview commentary and authorize delivery.
- DecisionsChoose what changes and what to test next.
A workflow I automated
A recurring report that stopped taking days to prepare.
Before≈ 4 days
After≈ 10 minutes
In one reporting workflow I automated, operational report preparation went from about four days to about ten minutes.The figure measures preparation time, not analysis or approval. It is one case, not a general rule.
02 / Try it
Run the next reporting cycle.
From source checks to a review-ready draft. See what happens when a required source arrives incomplete, too.
- 01Inputs
- 02Validate
- 03Calculate
- 04Build draft
- 05Review-ready
Paid Media / June 2026
One method. Every reporting cycle.
Choose an example. The workflow checks sources, applies controls and prepares a version for review.
- Check sources
- Apply checks
- Prepare draft
Choose an example. The workflow checks sources, applies controls and prepares a version for review.
Simulation using synthetic June 2026 data. No live accounts are connected. Demo timing is illustrative.
03 / What I build
The report and the flow behind it.
Not just the report, but the documented process that prepares the next cycle.
01
Automated reporting workflow
Recurring preparation steps, calculations and dependencies, documented and automated.
02
Quality checks & recovery
Coverage, freshness and validation rules that identify when a run can continue, stop or resume.
03
Review-ready draft
A dashboard, report or presentation with consistent definitions and a visible version.
04
Run history & operating guide
Execution records, recovery instructions and documentation for operating the workflow.
04 / How I build it
From report to repeatable flow.
A clear process. No black box.
- 01
Define the cycle
I set the sources, period, calculations, output and what still requires human review.
View technical detail
I document access, time zone, cutoff dates, attribution windows, owners and validation criteria. I automate one report at a time and extend the workflow once the first is stable.
- 02
Automate preparation
I build the extraction, validation, calculation and draft-generation steps with Python, SQL and BigQuery.
View technical detail
Temporary failures can be retried. Missing or malformed required inputs stop affected outputs and create a visible issue. Credentials are managed outside the report.
- 03
Validate & document
I test normal runs and failures, and document how to recover and operate the workflow.
View technical detail
I reconcile against a reference cycle and test incomplete inputs and repeated runs without duplicate delivery. Each workflow has named owners for review, recovery and later changes.
05 / Technical questions
How the workflow behaves.
What happens when a source arrives incomplete?
The workflow defines which outputs can continue and which must wait. An incomplete required source stops the affected outputs and raises a visible issue; it never becomes an apparently valid report.
How do reruns avoid duplicates?
Each run is identified by report, period and version. Running the same cycle again preserves the existing draft instead of creating another delivery.
Where does a run resume after a failure?
From the last valid checkpoint. Completed steps are recorded, so fixing a source does not mean repeating the whole cycle.
Does this replace human review?
No. The workflow prepares and validates the draft. Interpretation, exceptions and final approval remain human.
What makes a report automatable?
Its inputs, rules and format are defined and repeat every cycle. Dashboards, recurring spreadsheets and presentation decks usually qualify; ad hoc analysis does not.
How do metrics stay consistent?
Definitions are documented once and applied the same way every cycle: cutoff date, time zone, attribution windows and formulas. When a definition changes, the change is explicit and versioned.
In short
Automate the preparation. Not the judgment.
It is the idea behind every reporting workflow I build.
Working on recurring reporting and want to compare approaches? Message me.