With 15 active clients, the team spent 6 hours per client monthly building manual reports from Google Analytics, Meta Ads, and Google Ads. With an automated workflow deployed in 6 business days, that process now takes 12 minutes per client โ and every report arrives on its own every Monday at 8 am.
The challenge
Agencia Robles manages digital campaigns for 15 companies in Mexico. Every month, their two account managers spent days downloading data from Google Analytics, Meta Ads Manager, and Google Ads, copying numbers into Excel, calculating variances, building PowerPoint decks, and emailing the whole package. The same process repeated identically for every client.
Beyond the wasted hours, reports often arrived late or contained formula errors. Some clients complained about receiving their report on Wednesday or Thursday instead of Monday. The team knew the problem was the process, not the people โ but they had no time to fix it because they were trapped in the same process.
Key problems identified:
The solution
We designed a workflow that triggers automatically every Monday at 8:00 am. It queries Google Analytics, Meta Ads, and Google Ads APIs for each client, processes the data, generates a branded PDF report, and emails it directly to each client โ all without the team touching anything.
How the workflow works
The agency team only intervenes if there's a significant anomaly โ like a sharp drop in conversions โ that requires additional analysis. The rest of the time they can focus on strategy and delivering better results for their clients.
The results
In the first month of operation, the workflow processed all 15 reports without a single error. Every client received their report on Monday at 8:07 am. In the following months, the agency onboarded 8 new clients without hiring additional staff โ something that was impossible with the manual process.
Before Simplia
After Simplia
"My account managers used to spend entire days on reports. Now those days go toward improving campaigns. We grew from 15 to 23 clients in three months without bringing anyone new on board."
Miguel Robles
CEO ยท Agencia Robles Marketing, Mexico City
Book a free 30-minute call. We analyze your operation and tell you exactly what can be automated.