Written in in automation reporting case-study
How We Cut Weekly Report Generation From 3 Hours to 20 Minutes With AI
A walkthrough of the automated reporting pipeline we built for a marketing team — pulling from Google Analytics, HubSpot, and Airtable to generate a weekly leadership summary automatically.
Every Friday at 4pm, a marketing manager used to disappear into a spreadsheet for three hours. She was pulling numbers from Google Analytics, HubSpot, and Airtable, formatting them into a slide deck, and sending a weekly performance summary to leadership before EOD.
It was important work. But it was also the same work, every week, done manually.
The Problem
When we mapped the workflow, here’s what was actually happening:
- Open Google Analytics. Export last week’s traffic data. Copy into spreadsheet.
- Open HubSpot. Pull leads by source. Compare to previous week. Note changes.
- Open Airtable. Check campaign statuses. Note completions and launches.
- Open the slide deck template. Paste everything in. Format numbers. Write the commentary.
- Send.
Three hours, every Friday, for a task that is 95% mechanical and 5% insight. The marketing manager is excellent at the 5%. She shouldn’t have to spend her Friday afternoons on the other 95%.
What We Built
We built a workflow using n8n that runs automatically at 4pm every Friday:
Step 1: Data collection The workflow hits the Google Analytics API, HubSpot API, and Airtable API simultaneously. Each returns structured data for the previous 7 days.
Step 2: Normalization Raw API responses get normalized into a consistent schema. Traffic, leads, and campaign data all end up in the same format.
Step 3: AI-powered commentary We pass the normalized data to Claude with a prompt that includes the previous week’s numbers for comparison. Claude generates the “so what” commentary — not just “traffic was up 12%” but “traffic grew 12% week-over-week, driven primarily by organic search, which suggests the SEO changes from last Tuesday are starting to have an effect.”
Step 4: Email formatting The data + commentary gets formatted into a clean HTML email template that matches the company’s brand. No slide deck needed — leadership reads it in their inbox.
Step 5: Send The email goes to the distribution list automatically.
The Result
The marketing manager now spends 20 minutes on Friday afternoon reviewing the AI-generated summary, checking that the commentary makes sense, and approving the send. The three hours of mechanical data wrangling are freed up for her to focus on strategy and creative work — the parts of her job that actually require her expertise.
She also told us something we didn’t expect: the quality of the report actually improved. Because Claude is comparing data consistently every week without getting tired or rushing before a deadline, it catches patterns she was missing.
What This Looks Like in Practice
The n8n workflow has 12 nodes. It took about 8 days to build, test, and refine the prompting until the commentary felt right. The entire system costs about $15/month to run (mostly API calls).
If you have a similar weekly reporting workflow — anything where you’re pulling data from multiple sources and formatting it for stakeholders — this pattern works. The specific tools don’t matter much. What matters is that the workflow is predictable enough to automate.
Want us to build yours? Book a workflow audit and we’ll tell you in 15 minutes if it’s a fit.
This article was written by Drew Houchens, Founder & Software Engineer at Codev
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