Marketing Reporting & Insights Automation
Exec-ready reporting and weekly digests built by AI, signed off by you. Stop hand-building decks. Start running the meeting.
Marketing reporting eats more senior time than almost anything else, and the output usually shows up the day before the meeting and gets read by nobody. I design and build reporting workflows that pull data from your sources, write the narrative, flag what's changed, and hand back an exec-ready digest your team can sign off on in minutes, not days.
Trusted by teams at
What you get
Source and Metric Definition
The metrics that matter (and the ones that don't), defined once, sourced from the right systems, and instrumented for trust.
Weekly Digest Workflow
An AI-generated weekly digest of what's moving, what's stuck, and what's worth a closer look, written in your team's voice.
Exec and Board Reporting
Quarterly reporting and board-prep workflows that turn raw numbers into a narrative leadership wants to read.
Insights and Anomaly Detection
Workflows that flag anomalies (good and bad) and hand off the threads worth pulling.
What we put in place together
- Metric definitions and source instrumentation
- Weekly marketing digest workflow
- Exec and board reporting workflow
- Anomaly detection and insights workflow
- Documentation and team training
Senior people stop hand-building decks. The reporting writes itself. The team spends meeting time deciding what to do next, not arguing about whether the numbers are right.
Book a Discovery CallQuestions buyers ask about Marketing Reporting & Insights Automation
The objections I hear most often before a discovery call, answered up front.
No. It frees them from rote reporting work so they can spend their time on the analysis that moves decisions. The workflows complement the BI function, they don't replace it.
Your existing sources: warehouse, ad platforms, CRM, product analytics, MAP. I instrument what's missing and join what's already there.
I surface them. The workflows include checks that flag broken joins, missing data, or anomalous metrics, so the team trusts the output (or knows exactly when not to).
Yes. I've built into Looker, Mode, Hex, Tableau, Metabase, and custom dashboards. The narrative layer sits on top of whatever you already have.
First useful digest usually inside the first month. Trust builds over a quarter as the team verifies the math and the narrative against their own read of the business.