Marketing reports that build themselves and explain what changed and why
A done-for-you marketing performance reporting automation is an AI agent BufferSol builds to pull spend, clicks, leads and revenue from Google Ads, Meta, LinkedIn, GA4 and your CRM, reconcile them against one set of metric definitions, and write your weekly and monthly report. It explains what moved and why, flags tracking breaks and budget pacing problems, and sends the draft to a marketer for review before it reaches leadership or clients.
- Live in 3 to 6 weeks
- Works inside your current tools
- Your people approve what matters
Built for
Marketing & creative agenciesThe outcome
What changes for your business
One version of the numbers
Spend, leads, pipeline and revenue are reconciled against agreed definitions, so meetings start with decisions instead of arguments about whose figure is right.
Reports that explain themselves
Each report says what changed, which campaigns drove it and what the team plans to do next, in plain English.
Problems caught in days
Tracking breaks, overspend and sudden cost jumps raise alerts long before the month-end review would have found them.
Is this you?
In-house marketing teams and agencies running paid and organic campaigns on several platforms who rebuild the same reports in spreadsheets or Looker Studio every week.
- Monday mornings go to exporting CSV files from ad platforms
- Leadership asks why CRM lead counts never match the ad platforms
- A broken tag or UTM goes unnoticed for weeks
- Client or board reports are screenshots pasted into slides
- Nobody can say quickly which campaign produced pipeline last quarter
Today vs done for you
The current way, and the new way
What your team does by hand today, and what the automation does instead, step by step.
How it works today
- An analyst exports data from Google Ads, Meta Ads Manager, LinkedIn Campaign Manager and GA4
- Exports go into a Google Sheet or through a connector such as Supermetrics into Looker Studio
- Lead and revenue numbers are pulled separately from HubSpot or Salesforce and matched to campaigns by UTM by hand
- Charts are screenshotted into slides and commentary is written the night before the meeting
- Questions raised in the meeting trigger new one-off pulls that take another day
What it quietly costs you
- · Analyst hours spent rebuilding the same report instead of improving campaigns
- · Budget decisions made on numbers that disagree between platforms and the CRM
- · Spend wasted on campaigns that broke or overspent between reports
How it works done for you
- The agent pulls daily data from your ad platforms, GA4, CRM and data warehouse through their APIs
- It applies one metric dictionary: what counts as a lead, an MQL, pipeline and attributed revenue, and how UTMs map to campaigns
- It checks for anomalies such as missing conversions, tag breaks, spend spikes and pacing against budget, and alerts the channel owner in Slack
- Each week and month it builds the report in Looker Studio, Google Slides or your BI tool and writes a plain-English summary of what changed and the likely reasons
- A marketer reviews the narrative, adds context and approves it; only then is it sent to leadership or clients
- Every number links back to the query that produced it, and every edit to the narrative is logged
Your people
What changes for your team
Marketing analyst
Today
Exporting files, fixing UTMs and rebuilding the weekly deck
Done for you
Investigating why a channel moved and designing tests
Head of marketing
Today
Defending numbers that don't match the CRM in leadership meetings
Done for you
Arriving with a reviewed report and a clear story about what to change
Agency account manager
Today
Losing the first days of every month to client reports
Done for you
Reviewing drafts quickly and spending the time on strategy calls
The numbers
What it's worth to you
Estimate the time and cost you get back with your own numbers. We baseline the real figures in week 1 and track these KPIs from day one.
Example inputs · change them to yours
The automated share covers data pulls, reconciliation, charts and first-draft commentary; analysts still review the story and the decisions.
Staff time back
50 hours a month
About 0.3 full-time people freed for higher-value work
Capacity reclaimed a month
$2,250
A year
$27,000
An estimate from your inputs only. In week 1 we measure your real baseline, so results are tracked against your own numbers.
Hours spent on reporting
Team time logs for two weeks before launch compared with two weeks after go-live
Report delivery time
Working days after period end until the approved report is sent
Platform versus CRM discrepancy
Gap between ad platform conversions and CRM leads per campaign, tracked weekly
Time to detect tracking breaks
Time from a tag or conversion break to the alert, taken from the anomaly log
Follow-up data requests
Count of extra data requests raised after each report, before and after launch
33%
Works with the tools you already use
- Google Ads
- Meta Ads Manager
- LinkedIn Campaign Manager
- Google Analytics 4
- HubSpot
- Salesforce
- BigQuery
- Looker Studio
- Google Slides
- Slack
Guardrails built in
- Read-only access to ad platforms; the agent never changes bids, budgets or campaigns
- Every figure in a report links to the query that produced it
- Reports reach leadership or clients only after a named reviewer approves them
- Metric definitions are versioned, so any change in method is visible and dated
- Agency client data is kept separate per account with its own access rules
Why it hurts today
What teams say about this work
Common complaints from operators, reviewers and industry research.
Reviewers of a popular marketing data connector report queries failing as data sources change their connections, and reports that had to be rebuilt after a plan change.
Reviewers of an agency reporting platform describe a buggy app that struggles with nuanced marketing reports, and support tickets that take days or weeks to resolve.
Analysts describe teams building the same metrics separately, so figures like revenue differ across dashboards and reports and meetings turn into reconciliation work.
B2B marketers name measuring content effectiveness as one of their top challenges, alongside limited time, people and budget.
How it works
From kickoff to live in 3 to 6 weeks
We do the build, the integrations and the rollout. Your team gives us access, reviews the pilot and approves go-live.
- 1
Week 1
Discovery and access
We map the workflow with your team, agree the outcomes and KPIs, measure today's baseline and get secure access to your tools.
- 2
Weeks 2–3
Build and connect
We build the agents and connect your systems, with your rules, approval steps, permissions and logging.
- 3
Weeks 3–5
Test and pilot
We test on your real history, then run a pilot on live work while your team reviews what the agent does.
- 4
Weeks 4–6
Go live and hand over
We roll out in stages, train your team, hand over dashboards and runbooks, and keep improving it with you.
Included with every automation
Executive Ask: ask your business anything
One plain-English assistant connected to the systems you run: CRM, helpdesk, ERP and accounting, HR, inbox and documents. Leaders get sourced answers in seconds and can trigger actions with approval. It respects everyone's existing permissions and logs every answer.
See Executive AskAsk it, for example
- Which campaigns produced pipeline last month, and what did each cost per opportunity?
- Why did lead volume drop last week: a tracking problem or real demand?
- Are we on pace with this quarter's ad budget across Google, Meta and LinkedIn?
How long does it take to automate our marketing reports?
Most teams are live in 3 to 6 weeks. We connect your ad platforms, analytics and CRM, agree the metric dictionary with marketing and finance, and rebuild your current report so it matches what you produce today. Then we run both side by side for a few cycles. Once the numbers tie out and the narrative is useful, the manual version is retired.
What does marketing reporting automation cost?
We provide a quote after a short scoping call. It depends on how many platforms and accounts we connect, whether you already have a warehouse such as BigQuery or Snowflake, how many report formats you need, and for agencies, how many client accounts are included. You receive a fixed written scope before any build work begins.
Which attribution model do you use?
Yours. We document how your team counts leads, pipeline and revenue today, point out where platforms and the CRM disagree, and agree one set of rules before the build. Many clients report platform-reported conversions alongside CRM-sourced pipeline so both views are visible. If you change the model later, the change is versioned and dated in every report.
Can the agent change our ad budgets?
Not by default. The agent has read-only access to ad platforms and only recommends changes, such as pausing a broken campaign or shifting budget between ad sets. If you want it to act, we can add specific actions that a named person must approve each time in Slack or Teams, with spending limits and a full log of what changed.
Do we need a data warehouse first?
No. For smaller setups the agent reads directly from platform APIs and stores a clean daily snapshot. If you already use BigQuery, Snowflake or Redshift, we build on top of it so reports and dashboards share the same tables. During scoping we recommend whichever option fits your data volume and the tools your analysts already know.
Pairs well with
KPI & Board Reporting
Monthly KPI packs and board decks drafted from live data, signed off by finance
See the outcomeCRM Data Entry & Hygiene
A CRM that updates itself from emails, calls and meetings, and stays clean
See the outcomeContent Repurposing Engine
Turn every webinar, podcast and long post into a week of channel-ready content
See the outcomeSources
- Supermetrics Reviews | Read Customer Service Reviews of supermetrics.com, Trustpilot
- AgencyAnalytics Reviews | Read Customer Service Reviews of agencyanalytics.com, Trustpilot
- The analyst's survival guide to ad-hoc requests from business teams, OWOX
- 9 Takeaways and Insights From the 2026 B2B Content and Marketing Trends Report, Content Marketing Institute
Get Marketing Performance Reporting done for you
Tell us about your volumes and tools. A senior engineer replies within one business day with scope, timeline and cost.
Live in 3 to 6 weeks · Priced after a short call · Company emails only