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# Automate Creating a Recap of Your Monthly Business Metrics
- URL: https://tinkeringwithideas.io/monthly-metrics-recap/
- Published: 2026-08-25T15:15:20.000Z
- Updated: 2026-08-25T15:15:20.000Z
- Description: Review a compiled summary rather than gather data.
- Author: Anna Burgess Yang
- Tags: AI

know it’s important to look at the metrics in my business. But pulling all of the data together? Time-consuming and annoying.

I’ve set up an automated review process for my quarterly reviews, and this one is *almost* the same — except it pulls data that I look at on a monthly basis instead of a [quarterly basis](https://tinkeringwithideas.io/automate-quarterly-business-review/).

## What This Automation Does

A scheduled task runs on the 1st of each month, pulls data from your email platform, tracking spreadsheets, and project management tool. It writes everything to a structured recap page and emails you a link. You review the finished summary.

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## Tools

- Financial data
- Kit (or your email platform)
- Google Sheets (data source spreadsheets)
- Zapier (spreadsheet writes and email)
- [Notion](https://affiliate.notion.so/annabyang?ref=tinkeringwithideas.io)\* (recap page)
- Claude AI (scheduled task)

## Step 1: Determine the report month

The task calculates the prior month based on the run date. Running on July 1 means the report covers June.

## Step 2: **Pull the financial data**

❗

Note: My accounting firm sends me a PDF report of Profit and Loss for my business. I save it to a specific folder on my Google Drive. I’m ok with the scheduled task accessing this data because there’s nothing sensitive: no bank account numbers or other identifying information.

The task accesses the PDF and looks for the most recent monthly report. It extracts the total revenue, total expenses, and net income.

## Step 3: Pull email metrics

The task queries your email platform for specific subscriber data. For example, it could identify your top-performing lead magnet by a tag added to the subscriber.

It also calculates net new subscribers, excluding any that came from channels you want to filter out.

The email conversion data gets written as a new row in a tracking spreadsheet via Zapier. That way, you have a running month-over-month comparison.

## Step 4: Read website traffic data

The task reads your website metrics and extracts total sessions for each property. It compares the percentage change from the current month to the prior month.

[Automate Your Monthly Website Traffic ReportingOne Google Apps script, created by Claude.![](https://storage.ghost.io/c/c6/8b/c68b9f37-94e3-4c3c-ae12-39470811de24/content/images/icon/1-6c225348-68d1-4381-8095-cde22417b7cb.png)Tinkering With IdeasAnna Burgess Yang![](https://storage.ghost.io/c/c6/8b/c68b9f37-94e3-4c3c-ae12-39470811de24/content/images/thumbnail/tinkering-with-ideas-build-notes-8960774d-eb88-4732-a001-b6a8469490ee.png)](https://tinkeringwithideas.io/automate-monthly-website-traffic-reporting/)

## Step 5: Read attribution data

❗

****Note:** For me, collecting this data manual. I use [Dub.co](http://dub.co/?ref=tinkeringwithideas.io), and it has no integration on the free plan. I have to enter the total clicks from five different sources into a spreadsheet.

The task reads your attribution tracking spreadsheet for channel-level referral data for the report month.

## Step 9: Populate the recap page

Your project management tool auto-creates a monthly review page. This could be in Notion, Google Docs, or some other output type.

The task finds the template, then replaces each placeholder section with formatted data:

- Financial data
- Email metrics
- Website traffic
- Attribution data

## Step 9: Send yourself an email notification

After populating the recap, the task sends you an email with the subject line and a direct link to the finished page.

[![CTA Image](https://storage.ghost.io/c/c6/8b/c68b9f37-94e3-4c3c-ae12-39470811de24/content/images/2026/04/annabyang-cta-getting-started-automation--1-.png)](https://links.annabyang.com/aby-automation-guid?ref=tinkeringwithideas.io) 

**Want to see some real examples of working with AI*  
**and automation? Download my free guide.*

[Download ](https://links.annabyang.com/aby-automation-guid?ref=tinkeringwithideas.io)