Write the monthly client report
Report on work done and results for each client.
Client delivery · Design and creative studios · On a schedule · Updated
Slack
Linear
Asana
ClickUp
Jira
Trello
Amplitude
Mixpanel
PostHogHow do you write the monthly client report?
To write the monthly client report, connect Maito to your task tracker and analytics. On the first of the month it drafts a report for each client with the work delivered and the key results, and flags changes that need a closer look. Each report is attached as a PDF for you to edit and send.
How it's done today
Reports take a day per client.
What Maito does
- Pull work done and metrics
- Draft the report
Example
Loop run: Nov 1, 9:00 AM · Monthly client reports
6 October reports are drafted. Here's Wonka Foods. Wonka Foods, October • Delivered: 14 tasks, including the holiday email series and 3 landing pages • Site visits: 41,200, up 12% from September • Newsletter signups: 1,830, up 22% • Checkout conversion: 2.1%, down from 2.4% Catch: the conversion drop began Oct 17, the day the new landing page went live. Worth a look before the client does. Sources: Linear for tasks, PostHog for traffic. Attached: wonka-oct.pdf and 5 other reports. Dani, want me to add a recommendation on the checkout page?
@Maito Yes, add one. I'll send Wonka's report after lunch.
Added a recommendation to test the old form layout for a week. Attached: wonka-oct-v2.pdf.
Maito (9:00 AM):
6 October reports are drafted. Here's Wonka Foods.
Wonka Foods, October
• Delivered: 14 tasks, including the holiday email series and 3 landing pages
• Site visits: 41,200, up 12% from September
• Newsletter signups: 1,830, up 22%
• Checkout conversion: 2.1%, down from 2.4%
Catch: the conversion drop began Oct 17, the day the new landing page went live. Worth a look before the client does.
Sources: Linear for tasks, PostHog for traffic. Attached: wonka-oct.pdf and 5 other reports. Dani, want me to add a recommendation on the checkout page?
Dani (9:25 AM):
Yes, add one. I'll send Wonka's report after lunch.
Maito (9:27 AM):
Added a recommendation to test the old form layout for a week. Attached: wonka-oct-v2.pdf.
How to set it up
- Ask your agent
“On the 1st of each month at 9, draft a report for each retainer client from Linear and PostHog, and post the drafts in #accounts for the account leads to review and send.”
- Connect task tracker
- Linear
- Asana
- ClickUp
- Jira
- Trello
- Connect analytics
- Amplitude
- Mixpanel
- PostHog
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It reports what's in your tools. It can point to when a metric changed, not prove why.
Questions
Task trackers such as Linear, Asana, ClickUp, Jira or Trello, and analytics such as Amplitude, Mixpanel or PostHog.
No. It attaches drafts, and you review and send them.
Yes. Ask it in the thread and it adds a recommendation based on the numbers, which you can edit.
