// reporting
White-Label Client Report
Branded client reports written in plain English, produced on schedule.
$2.5M+ generated for clients and partners since January 2026.
Who it is for
Agencies that send the same performance reports every month. They want them branded, written in plain English, and sent on their own. Works with any platform that has a reporting API.
What it does
Agencies get every client's numbers pulled on schedule, compared to the prior period, and written up in plain English under their own logo and voice. Your clients think you wrote it. You did, once, when I 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.
Why this workflow matters
The notes in The Follow-Up that explain the leak this template plugs, and what it did for a business like yours.
The actual build
The production workflow on the n8n canvas. This is the system I tune to your tools and turn 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 inbox, calendar, CRM, and spreadsheets, with Claude for the reasoning. There is nothing new for your team to learn and nothing to rip out.
Also built for agencies
The full libraryScores and routes every form submission the moment it lands.
Sorts every reply and drafts the response before you open your inbox.
Every call transcribed, summarized, and filed. Urgent ones flagged.
One call. One map. You decide.
The Workflow Map call is free and takes 30 minutes. You leave with a one-page map of where your leads, proposals, or bookings fall through, and what I would build first. If I cannot find one thing burning your time, I will tell you that too.
$2.5M+ generated for clients and partners since January 2026.