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Generate monthly marketing reports with GA4, Search Console, HighLevel, Claude and Slack

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Created by: Agung Pambudi || agungpambudi
Agung Pambudi

Last update

Last update a day ago

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Quick overview

This workflow runs monthly to pull last month’s Google Search Console, Google Analytics 4, and HighLevel opportunity data, analyzes it with Anthropic Claude, builds an HTML client report and posts the results to a Slack channel for review.

How it works

  1. Runs on the 1st of every month (or can be executed manually) and calculates the previous month’s start and end dates.
  2. Fetches Google Search Console performance totals by date and the top search queries for the configured property.
  3. Retrieves Google Analytics 4 sessions and key events grouped by default channel group for the same date range.
  4. Pulls HighLevel opportunities created during the period and aggregates pipeline counts and values by status.
  5. Combines all sources into a single monthly metrics summary and records any API errors so missing data does not stop the report.
  6. Sends the combined metrics to Anthropic Claude to generate a headline, executive summary, wins, risks, recommended actions, data limitations, and a 3-minute video script outline.
  7. Builds an HTML report from the metrics and Claude’s analysis, then posts the summary and video outline to Slack for human review.

Setup

  1. Add credentials for Google OAuth2 (with the Search Console scope https://www.googleapis.com/auth/webmasters.readonly), Google Analytics, HighLevel, Anthropic, and Slack.
  2. Fill in the agency name, client name, and Google Search Console property URL in the report configuration values.
  3. Select the correct GA4 property and choose the Slack channel where the review message should be posted.
  4. Run the workflow once manually to confirm each data source returns results and the Slack message renders as expected before activating the schedule.

Additional info

Get support to deploy, adapt, or extend this automation for you. I can tailor the workflow to your existing tools, business process, and technical requirements, helping you launch a reliable solution faster.