Campaign reporting

Builds the weekly campaign report from one agreed set of channel numbers, so the meeting starts from the same figures instead of five screenshots.

macOS — coming soonSee the 2 automations
Marketing / AUTOMATE.md

Every Friday at 3:00pm, pull the channel numbers into a draft report and post it with three questions for the team to answer.

Ready-made: Channel Report Draft

The job, and what good looks like.

Reporting is where marketing hours disappear, because every ad platform counts conversions its own way and whoever assembles the deck has to reconcile them by hand. This workflow pulls the week's numbers from the web analytics, the ad accounts, and the attribution model at the same cut-off, and puts every channel on one definition of a lead with the same window and the same exclusions. It writes the figures into the same report format as last week, so a drop reads against the number it followed rather than against nothing. Anything the platforms disagree about by more than the usual amount is listed as a gap with a likely reason attached, and the questions a reader will ask sit at the top as prompts rather than as conclusions. The draft is written for someone to comment on, not to present as finished. What a human still decides is what the week means, which gap matters, and what to change next; the workflow assembles the same numbers in the same place and stops there.

When it is handled

  • One agreed set of weekly numbers
  • Reports take minutes, not an afternoon
  • Channel gaps named with a reason
  • Decisions start from the same figures

Works with tools like

  • Google Analytics 4
  • Google Ads
  • Meta Ads
  • Amplitude
  • Dreamdata

Ready-made automations. Pick the one that fits.

Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.

Attribution Reconciliation Check

At the start of the month, compare the platform-reported results with the attribution numbers and email the gap by channel with the likely reason for each.

On the second of each month

Channel Report Draft

Every Friday at 3:00pm, pull the channel numbers into a draft report and post it with three questions for the team to answer.

Every Friday at 3:00pm

You stay in charge.
At every step.

It drafts and checks. You decide what goes out.

  • Nothing published without you

    Drafts wait for your review, in your voice and within your claim rules.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only the channels you connect

    Each automation reaches only the apps and folders you give it.

Channel Report Draft

Approve before it posts in Slack?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your marketing platform's workflows

Sending sequences and scoring contacts inside one tool.

They stop at that tool's edge, and can't draft from a brief or explain a drop in results.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build and maintain.

AI chat and writing assistants

Drafting copy when you ask.

Nothing happens until you ask again, and your brief, voice and checks live in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon