Connect the client's Google Ads, Meta Ads, and GA4 accounts, name the period, and get a branded multi-channel report with scorecards, benchmark context, and a prioritised action plan.
Name the client and the time period, and Juma pulls live data from Google Ads, Meta Ads, and GA4 in one pass. The Flow builds a branded PDF with executive summary, per-platform scorecards, GA4 traffic and landing page detail, industry benchmark comparison, and a prioritised five-item action plan. Each finding is grounded in real numbers, so the recommendation is actionable, not generic.
The default report compares performance against industry benchmarks. To layer month-over-month context on top, ask Juma to re-pull the prior period and run the same analysis across both. The output adds a delta column to every scorecard, flags the biggest movers, and rewrites the recommendations around what changed since last cycle. This is the section that turns a one-off snapshot into a trend story, which is what most clients actually want to see on the monthly call.
Pull last month's data too. Add a month-over-month delta to every scorecard and flag the biggest changes.
The default Google Ads scorecard ranks campaigns and flags budget mismatch at the account level. For a deeper section, ask Juma to run the full Google Ads audit and turn the output into the report's Google Ads chapter. This adds ad group breakdown, search terms analysis, wasted spend categorisation, and a budget reallocation table to that section, while keeping the Meta Ads and GA4 chapters at the standard depth. Best used when one channel is materially driving the conversation that month.
Run the full Google Ads audit for this client and turn the output into the Google Ads chapter of the report. Keep Meta and GA4 at standard depth.
Most monthly reviews start with a full deck, then a one-page summary gets pulled out for the senior stakeholders who will not read fifteen slides. Ask Juma to compress the report to a single page covering headline KPIs, the three biggest takeaways, and the recommendation for next month. The one-pager keeps the agency's brand treatment and links back to the full report for anyone who wants the detail. This is the artifact the client's CMO will actually forward to their leadership team.
Compress the report into a single executive summary page for the client's CMO. Headline KPIs, three biggest takeaways, and the recommendation for next month.
The report ends with a prioritised action plan, and this step turns that plan into a structured media plan for next month. Ask Juma to allocate the budget across channels based on what worked, flag what to pause or restructure, and propose the test that the team should run. The output is a separate plan document the agency can present to the client as the "what we are doing next" artifact, paired with the report as the "here is what just happened." Together, they close the monthly review loop.
Based on this report, build next month's media plan. Reallocate budget across channels, flag what to pause or restructure, and propose one test to run.
A Juma Project is the shared space where the agency stores everything Juma needs to know about a client. Create one project per client, add context over time, and Juma uses what is relevant every time the team runs a flow. The more the team adds, the sharper every report gets.
Performance Targets
Target CPA, target ROAS, and budget caps by channel. With this loaded, the scorecard measures against the client's own goals, not just industry benchmarks. The action plan also recommends moves that protect the targets, not just abstract optimisations.
Client Brief
Who the client is, what they sell, who they target, and what is in scope for the engagement. This is the file that shapes the strategic framing of the recommendations. Without it, Juma reports on the data accurately but cannot anchor the recommendations in the client's actual business priorities.
Agency Brand & Visual Identity
The agency's logo, brand colours, and typography. Juma applies these to the cover, headers, and accent treatments of the report so the PDF looks like an agency deliverable, not a tool export. Add light and dark logo variants if the agency uses both.
Past Reports
Two or three of the agency's strongest past monthly reports as PDFs or HTML files. Juma picks up the structure, section order, and depth of detail the agency uses, so new reports look consistent with what the client already expects to receive.
Add a short description to each knowledge item in the project info field so Juma knows what each file contains and when to use it. For example:
Building a monthly client report manually involves logging into Google Ads, Meta Ads, and GA4 separately, exporting data, building charts in a deck, writing the narrative, and formatting the output to the agency's house style. Most agency teams spend half a day to a full day per client on this work, every month. This Flow compresses the work into a single chat session: Juma pulls all three data sources, builds the scorecards, layers in benchmark context, and renders the branded PDF.
The savings compound across a retainer book. An agency producing reports for ten clients a month saves a full team-week, every month. The deeper benefit is consistency: the same structure, depth, and format every cycle, regardless of who on the team triggers the Flow.
The default output is a branded PDF with seven sections: a cover with at-a-glance KPIs, an executive summary covering the month's three key themes, a Google Ads scorecard, a Meta Ads scorecard, a GA4 traffic and engagement section, an industry benchmark comparison, and a prioritised five-item action plan. Every chart is rendered from live data, every recommendation is grounded in specific numbers from the analysis.
The benchmark section compares the client's CTR, CPC, CPM, and CPA against the relevant industry vertical so the recommendations sit in context. The action plan ranks recommendations by impact and effort, and includes a specific dollar or percentage move per item where the data supports it.
Format is flexible. The default is a branded PDF, but the Flow asks at runtime whether to deliver an HTML file, an inline chat summary, or another format. Adding "build the slide deck" or "give me a one-page summary" to the original prompt skips the format question.
Yes. The Flow runs against whatever connected accounts the workspace has. A client running only Google Ads gets a Google Ads scorecard plus GA4 traffic and engagement, without empty placeholder sections for channels that are not in play. A client with Meta Ads only gets the equivalent.
The benchmark section adjusts to the channels in scope. The action plan stays focused on the channels with data. The report does not pretend to cover what it cannot measure.
Juma needs Google Ads, Meta Ads, and GA4 connected to the workspace. The integrations pull live campaign data, conversion tracking, traffic, and landing page performance directly. There is no manual export step, and the data reflects the state of the accounts at the time the Flow runs.
For clients whose accounts cannot be connected directly, uploading a standard CSV export from each platform works as a fallback. The output is the same; the only difference is that the data reflects whatever date range the export covers. Live connections are recommended for teams running monthly reports across multiple client accounts.
A dashboard shows what happened. This Flow tells the story of what happened and recommends what to do about it. The same numbers a dashboard surfaces are in the report, but the report adds an executive summary, benchmark context, a prioritised action plan, and recommendations grounded in the data, rendered as a single branded PDF the agency can send.
Dashboards are useful when the client wants to log in and look themselves. Reports are useful when the client wants the agency to make sense of the data and propose what to do. Both stay in the toolbox. This Flow handles the second job, every month, without the half-day of formatting work.
Strategy, taste, and judgment stay human. Juma drafts the recommendations and renders the deliverable. The senior account lead reviews the call before it goes to the client.
Name your channels to compare and get a conversion funnel analysis across paid, organic, and direct traffic with multi-channel attribution data in one report.
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