Reporting
White-Label Client Report
Branded client reports written in plain English, produced on schedule.
Who it is for
Agencies and freelancers who send recurring performance reports and want them branded, narrated, and automatic. Works with any platform that exposes a reporting API.
What it does
On schedule, the workflow pulls the client's numbers, compares them to the prior period, and writes the report in plain English under your logo and your voice. Your clients think you wrote it. You did, once, when we set the template.
The run
- 1
Receive scheduled trigger
Weekly or monthly, per client
- 2
Download platform metrics
Pulled via API
- 3
Analyze and narrate
AI writes it in your voice
- 4
Dispatch branded report
Your logo, sent for you
What is White-Label Client Report?
A white-label client report is an automation that builds and sends your recurring performance reports under your own brand, without anyone assembling them by hand. On schedule, the workflow pulls the client's numbers, compares them to the prior period, and writes the report in plain English under your logo and in your voice, then delivers it. It is built for agencies and freelancers who send recurring reports and lose an hour or more per client every cycle to the same copy-paste ritual. Reporting is the quiet retainer killer: it is the work clients judge you on and the work that never feels billable, so it gets rushed or skipped. Automating it means the report goes out looking like you wrote it, on time, every period. Otomations connects to the ad and analytics platforms you already report from.
The actual build
The production workflow on the n8n canvas. This is the system that gets tuned to your tools and turned on.
Watch it run
Common questions
Do the reports actually look like ours?
Yes. They carry your logo, your layout, and your voice. A client reading one cannot tell it was generated, which is the point of white-labeling it.
What does it run on?
It is built on the tools you already use, your phone line, inbox, calendar, CRM, and spreadsheets, with Claude for the reasoning and n8n for orchestration. There is nothing new for your team to learn and nothing to rip out.
Browse the rest of the library: the full workflow library
The next hire can wait. The next system cannot.
Twenty minutes, one bottleneck, one workflow scoped. That is the whole first call.