How to generate client reports with AI summaries

Hey there! If you’re looking to automate your client reporting process and infuse it with AI-generated insights, you’re in the right place. In this guide, I’ll walk you through setting up an automated workflow that pulls data from Google Analytics 4 (GA4), generates natural language summaries using OpenAI, and compiles everything into a well-formatted Google Doc. We’ll be using Make (formerly Integromat) to orchestrate this automation. Let’s dive in!

Introduction

Manually creating client reports can be time-consuming and prone to inconsistencies. By automating this process, you not only save time but also ensure that your reports are consistent and insightful. With tools like GA4, OpenAI, Google Docs, and Make, you can set up a system that generates weekly reports with AI-driven summaries, all without lifting a finger after the initial setup.

Step-by-Step Guide

1. Set Up a Trigger in Make

First, we need to define what will kick off our automation. Since we’re aiming for weekly reports, we’ll use Make’s built-in scheduling feature.

• Module Used: Scheduler
• Configuration: Set the scheduler to run every week on your desired day and time.

This ensures that our automation runs at the same time each week, pulling the latest data for our reports.

2. Retrieve Data from GA4

Next, we’ll pull the relevant analytics data from GA4.

• Module Used: HTTP – Make a request
• Configuration:
  • URL: https://analyticsdata.googleapis.com/v1beta/properties/{property_id}:runReport
  • Method: POST
  • Headers:
    • Authorization: Bearer {your_access_token}
    • Content-Type: application/json
  • Body: JSON object specifying the metrics and dimensions you want to retrieve.

Replace {property_id} with your GA4 property ID and {your_access_token} with your OAuth 2.0 access token. Ensure you’ve set up the necessary credentials and permissions in Google Cloud Console.

3. Process the GA4 Data

Once we have the data, we might need to process it to fit our reporting needs.

• Module Used: Iterator
• Configuration: Iterate over the GA4 data to extract and format the necessary information.

This step ensures that the data is in a format suitable for generating summaries.

4. Generate AI Summaries with OpenAI

Now, let’s use OpenAI to generate natural language summaries of our data.

• Module Used: OpenAI – Create a completion
• Configuration:
  • Prompt: “Based on the following data, generate a concise summary highlighting key insights: {insert_data_here}”
  • Model: Choose the appropriate model (e.g., GPT-4).
  • Temperature: Set to 0.7 for balanced creativity and coherence.

Replace {insert_data_here} with the processed data from GA4. This prompt instructs OpenAI to generate a summary based on the provided data.

5. Create a Well-Formatted Google Doc

With our AI-generated summary ready, let’s compile everything into a Google Doc.

• Module Used: Google Docs – Create a Document
• Configuration:
  • Title: “Weekly Client Report – {current_date}”
  • Content: Use HTML formatting to structure the document. For example:

              <h1>Weekly Client Report</h1>
              <h2>Overview</h2>
              <p>{insert_summary_here}</p>
              <h2>Detailed Metrics</h2>
              <p>{insert_detailed_metrics_here}</p>
            

Replace placeholders with actual data. Using HTML ensures that the document is well-formatted and professional-looking.

6. Save and Share the Report

Finally, let’s save the document and share it with the client.

• Module Used: Google Drive – Share a File
• Configuration:
  • File ID: The ID of the newly created Google Doc.
  • Role: reader
  • Type: user
  • Email Address: Client’s email address.

This step ensures that the client receives the report promptly every week.

Optional Enhancements

To further improve your automated reporting system, consider the following enhancements:

• Include Visuals: Use the Google Docs API to insert charts and graphs based on the GA4 data for a more visual representation.
• Personalized Insights: Tailor the OpenAI prompt to generate insights specific to each client’s goals and KPIs.
• Automated Notifications: Set up an email or Slack notification to inform you when a report has been generated and shared.

By implementing this automated workflow, you’ll streamline your reporting process, provide consistent and insightful reports to your clients, and free up valuable time to focus on other aspects of your business. Happy automating!