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Automate Creating a Recap of Your Monthly Business Metrics

Review a compiled summary rather than gather data.

Anna Burgess Yang

Anna Burgess Yang

— 3 min read
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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.

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.

Tools

  • Financial data
  • Kit (or your email platform)
  • Google Sheets (data source spreadsheets)
  • Zapier (spreadsheet writes and email)
  • Notion* (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

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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 Reporting
One Google Apps script, created by Claude.
Tinkering With IdeasAnna Burgess Yang

Step 5: Read attribution data

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Note: For me, collecting this data manual. I use Dub.co, 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.

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