# Monthly Client Reports Drafted From Your Real Numbers

Source: https://maito.app/workflows/prepare-monthly-client-reports

Maito pulls each month's numbers from your platforms, checks they line up and drafts the commentary for the strategist to review in Slack.

Pull the month's numbers from each platform, check they line up and draft the commentary for the strategist to review.

[Customer success](https://maito.app/workflows/team/customer-success) · [Marketing agencies](https://maito.app/workflows/industry/marketing-agencies) · On a schedule · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [Amplitude](https://maito.app/workflows/tool/amplitude)
-   [Mixpanel](https://maito.app/workflows/tool/mixpanel)
-   [PostHog](https://maito.app/workflows/tool/posthog)
-   Windsor.ai
-   Supermetrics
-   [Airtable](https://maito.app/workflows/tool/airtable)
-   Microsoft 365

## How do you prepare monthly client reports?

To prepare monthly client reports, set a Loop for the start of each month. Maito pulls analytics and ad numbers for each client, checks they agree, drafts the commentary and attaches a spreadsheet. Gaps are flagged, and the drafts go to your strategist in Slack to review.

## How it's done today

Staff copy numbers across platforms by hand and write each report from scratch.

## What Maito does

1.  Pull this month's exports
2.  Reconcile periods and definitions
3.  Flag missing data
4.  Draft sourced commentary for review

## Example

Loop run: Oct 2 10:00 AM · Monthly client reports

**Maito** (10:00 AM):

September reports are drafted for Acme, Globex and Umbrella Health. Attached: acme-sept.xlsx, globex-sept.xlsx, umbrella-sept.xlsx.

• **Acme:** ad spend $8,420, 312 leads, cost per lead $27, down from $34.  
• **Globex:** spend $5,100, 140 leads, $36.  
• **Umbrella Health:** spend $3,960. Leads missing.

Catch: Globex analytics counted 29 days in September because tracking broke on Sep 17 and 18, so their 140 leads may be low by about 10. I haven't filled it in. Umbrella's form export didn't arrive.

Sources: ad platform exports and analytics for Sep 1 to 30. Commentary is a first draft only.

**Priya** (10:30 AM):

Umbrella export is in the shared drive now. Rerun that one.

**Maito** (10:36 AM):

Umbrella has 98 leads, cost per lead $40, up from $31. I added a draft note that the rise follows the Sep 9 budget cut. That's my guess, so I've marked it for you to confirm or delete.

## How to set it up

On a schedule Prepare monthly client reports

Ask your agent

“On the 2nd of each month, build a client report for each account from analytics and ad data, note anything missing and put the drafts in #reporting for the strategist.”

Connect analytics

-   Amplitude
-   Mixpanel
-   PostHog

Connect ad platforms

-   Windsor.ai
-   Supermetrics

Connect spreadsheet

-   Airtable
-   Microsoft 365

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

Maito can't explain why results moved beyond what the data shows. The strategist adds the judgment before a report goes out.

## Questions

### Which tools does it use?

Amplitude, Mixpanel or PostHog for analytics, Windsor.ai or Supermetrics for ads, and Airtable or Microsoft 365 for spreadsheets.

### Does it send reports to clients?

No. It posts drafts for the strategist, and a person sends them.

### What if a number is missing?

It flags the gap and leaves that metric out instead of estimating it.

## More customer success workflows

-   [Flag accounts at risk of leaving Get a weekly list of customers showing signs of churn, with the reason for each. Customer success · On a schedule Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/flag-accounts-at-risk-of-leaving)
-   [Prep a quarterly business review Get the QBR deck drafted from usage, tickets and goals. Customer success · When you ask Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/prep-a-quarterly-business-review)
-   [Write a one-page account plan Goals, blockers, next steps and renewal date on one page. Customer success · When you ask Works with HubSpot, Salesforce, Granola, Fireflies.](https://maito.app/workflows/write-a-one-page-account-plan)
-   [Run onboarding check-ins New customers get the right nudge at the right step of onboarding. Customer success · On a schedule Works with Amplitude, Mixpanel, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/run-onboarding-check-ins)
-   [Weekly update to the customer's executive Send a short progress note to the customer's sponsor without writing it from scratch. Customer success · On a schedule Works with HubSpot, Salesforce, Intercom, Pylon, Gmail, Microsoft 365.](https://maito.app/workflows/weekly-update-to-the-customers-executive)
-   [Catch the meaning of a customer email Know when a customer is unhappy even when the email is polite. Customer success · When something happens Works with Gmail, Microsoft 365.](https://maito.app/workflows/catch-the-meaning-of-a-customer-email)

[See all workflows](https://maito.app/workflows)

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