Build a Zero-Maintenance Client Reporting System Using Sheets → Data → PDF

Connect your data sources (Ads, Analytics) to a Google Sheet. At the end of the month, Make.com takes that data, fills out a Google Slides template, exports it as a PDF, and emails it to the client.

Quick Summary

Connect your data sources (Ads, Analytics) to a Google Sheet. At the end of the month, Make.com takes that data, fills out a Google Slides template, exports it as a PDF, and emails it to the client.

Why this automation is powerful for tiny teams

• Professional Design: Google Slides allows for beautiful, branded layouts.
• Zero Effort: Once set up, it runs forever.
• Consistency: Reports are never late.

Tools Used

• Google Sheets
• Google Slides/Docs
• Make.com
• Gmail
• Start automating with Make.com

Full Step-by-Step Workflow

1. The Trigger: Monthly Schedule

Run on the 1st of every month.

2. Get Data

Read the 'Monthly Summary' row from Google Sheets.

3. Create Report

Duplicate a Google Slides template. Replace {{Spend}}, {{Clicks}} with data.

4. The Action: Email PDF

Download as PDF and email to the client.

Optional Enhancements

• AI Commentary: Add a text box where AI summarizes the performance trends.
• Review Step: Save as draft email so you can check it before sending.

Template Section

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SEO Keywords

Automations, Reporting, Google Sheets, Make.com, automation tutorial, Make.com workflow, solopreneur productivity.

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Ready to build this?

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