Analytics · 10 steps
Branded monthly client report (PDF)
On the 1st of every month it collects last month's GA4, Search Console and Instagram data; the Report Writer turns it into a plain monthly report for your client and the report is rendered as a PDF in your brand colours. After your approval the PDF link is e-mailed to the client from your own mailbox.
Required integrations
Messages it sends
Informational messages
Sends order, shipping, appointment or payment updates; no İYS consent is needed, but the text must not contain offers or promotion.
Budget cap: At most $3 per run
What this template does
This Analytics template has 10 steps and is copied into your own project in one click; you then change the copy in the editor as you like. The AI agent doing the work: Report Writer. Who it's for: B2B sales, agencies and general.
Accounts you need to connect: Google Analytics 4, Google Search Console, Instagram Business and Email (SMTP). It includes an approval step (Request approval): the run waits there and nothing you haven't approved moves on to the next steps. The budget cap is $3 per run; when the cap is reached, the remaining steps don't run.
When it runs
Schedule: On day 1 of every month at 08:00 (Europe/Istanbul). The workflow starts on its own at these times; change the days and time in the trigger's cron field (0 8 1 * *).
How it works
- 01
On day 1 of every month at 08:00
ScheduleStarts the workflow automatically at the times you set; e.g. to create content every morning at 09:00.
- then → Google Analytics report
- then → Search Console queries
- then → Get post metrics
- 02
Google Analytics report
Pulls the numbers you choose from Google Analytics for a date range, e.g. weekly visitors and conversions broken down by channel.
- 03
Search Console queries
Shows which Google searches and pages you appear for, with clicks and ranking, e.g. to spot monthly SEO opportunities.
- 04
Get post metrics
Fetches views, likes, comments, shares and clicks for your recent posts, e.g. to build a weekly performance report.
- 05
Merge
Brings items from two branches into one flow; e.g. give an agent your Google Analytics and Instagram data together.
- 06
Merge
Brings items from two branches into one flow; e.g. give an agent your Google Analytics and Instagram data together.
Weekly digest of everything the agents did.
- 08
Create report
Saves a report on the Reports page; e.g. to collect this week's leads or a traffic summary on one page.
- 09
Request approval
Asks for your approval on the Approvals page before continuing; e.g. to check a post's text before it is published.
- if approved → Send email
- 10
Send email
Sends an email to one person from your connected account (SMTP or Resend), e.g. a thank-you email to someone who filled in your form.
Setup notes
- Account choices, message template names and consent rules for this template are covered step by step in the setup guide (in Turkish).
How to customise it
- Fill in the
clientEmailandclientNamevariables under Settings → Variables for your business; the template ships with placeholder values. - Change when it runs in the trigger's cron field (currently
0 8 1 * *); the editor previews the next runs. - Adjust the task text and inputs of the agent nodes to your brand and goal.
- Keep the approval step on for the first weeks; once you trust the output you can remove it or only send borderline items to approval.
- Change the per-run budget cap ($3) under Settings; with an economy model you can lower the cap too.
Agents used
Frequently asked questions
Where do I see the results?
The reports are saved on the Reports page of the app; you also see every run's steps and outputs in the workflow's run history.
Do these messages need İYS consent?
No. Informational messages such as order, shipping, appointment or payment updates are not commercial messages and need no consent. If you add an offer, a discount code or promotion to the text, it becomes a commercial message and needs İYS consent.
Will anything go out without my approval?
No. The run waits at the Request approval step and the items appear on the Approvals page; nothing you haven't approved moves on to the next steps.
How much does a run cost?
The template comes with a budget cap of $3 per run; when the cap is reached, the remaining steps don't run. The real cost depends on the model you choose and the number of items; you change the cap under Settings.
Can I use the template before connecting the accounts?
Yes. The workflow is still created; the affected node shows a warning during validation, and the warning disappears once you connect the account.
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