Best for
- Marketing teams that need better weekly performance readouts
- Demand gen leaders reporting campaign progress to executives
- Marketing operations teams cleaning up inconsistent campaign reporting
Convert messy data from GA4, HubSpot, Looker Studio, and spreadsheets into a clear weekly executive summary with wins, risks, and next actions.
An executive-ready campaign summary that explains what happened, why it matters, and what the team should do next.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
6 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Executives do not need a dashboard dump. They need a clear explanation of what changed, why it changed, what is at risk, and what action the team recommends. This workflow uses AI to turn raw metrics into a narrative summary while still forcing the marketer to verify the numbers and own the recommendations.
Expected results
Reporting time saved
3-5 hours per week
Structured exports and AI-assisted synthesis reduce manual dashboard review, first-draft writing, and summary formatting.
Summary length
Readable in under 2 minutes
The workflow forces a headline takeaway, concise explanation, and action plan instead of a dashboard dump.
Decision quality
3-5 recommended actions
Each readout includes owners and actions so campaign reporting connects directly to execution.
Data trust
Verified source notes
Manual verification against GA4, HubSpot, and Looker Studio reduces the risk of AI-generated reporting mistakes.
Step-by-step workflow
The first 3 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
20 min
20 min
Before pulling data, decide what the executive summary needs to answer. Work in google docs and capture the concrete operating details: source links, buyer context, audience, claims, proof points, owner, review status, and the final deliverable link. Keep the work narrow: complete step 1, record the decision or asset created, and avoid changing unrelated parts of the workflow. Before moving on, check that every claim has a source, every assumption is labeled, and unsupported claims are removed; the expected handoff is A clear executive reporting frame for the campaign summary.
A clear executive reporting frame for the campaign summary.
Executives care less about every channel detail and more about whether the campaign is creating pipeline, learning, or risk. Structure the summary around decisions, not dashboards.
30-45 min
30-45 min
Pull campaign data from GA4, HubSpot, and Looker Studio into Google Sheets. Work in google analytics 4, hubspot, and looker studio and capture the concrete operating details: campaign name, audience, channel, offer, message angle, asset URL, performance baseline, owner, and approval status. Keep the work narrow: complete step 2, record the decision or asset created, and avoid changing unrelated parts of the workflow. Before moving on, check that the output is specific enough for the next person to use without guessing what happened; the expected handoff is A normalized campaign metric table with source notes and week-over-week changes.
A normalized campaign metric table with source notes and week-over-week changes.
Do not mix attribution definitions without labeling them. A HubSpot campaign-sourced lead and a GA4 conversion are not always the same thing.
30 min
30 min
Use Google Sheets to calculate week-over-week or period-over-period changes. Work in google sheets and claude and capture the concrete operating details: campaign name, audience, channel, offer, message angle, asset URL, performance baseline, owner, and approval status. When you use the prompt template attached to this step, paste the real source material, name the expected output sections, and ask the model to flag uncertainty instead of filling gaps. Before moving on, check that the output is specific enough for the next person to use without guessing what happened; the expected handoff is A list of meaningful performance changes and anomalies worth explaining.
A list of meaningful performance changes and anomalies worth explaining.
A big percentage change on a tiny number can be noise. Always include raw volume next to percentage change.
Pro workflow preview
Previewing 3 of 7 steps
Get the remaining 4 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
Analyze this campaign performance table and identify meaningful changes.
Campaign metrics:
{{campaign_metrics_table}}
Campaign goal:
{{campaign_goal}}
Reporting period:
{{reporting_period}}
Output:
1. Biggest positive changes
2. Biggest negative changes
3. Possible anomalies
4. Changes that may be normal noise
5. Metrics that need verification
6. Questions to investigate before reporting
Be skeptical. Do not overstate small numbers.Related workflows
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