How to automate weekly marketing performance reports

Build a stakeholder-ready weekly marketing report in minutes — with narrative insights, cross-channel data, and anomaly detection — using Querri's conversational AI.

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What you'll need

Querri (Free trial) to connect data, run analysis, and generate narrative reports

Marketing data exports — CSV or Excel files from Google Ads, Meta, GA4, LinkedIn, or any ad platform

OR direct connectors — HubSpot, Google Drive, BigQuery (optional, for automated pipelines)

Free resources

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Sample data sets

Google Ads Export GA4 Export Meta Ads Export HubSpot Export

Need help?

If you have any questions, you can request a demo or email our team.

Before we begin

The average marketing report takes 2.5 hours when done manually — pulling data from GA4, Meta, Google Ads, and CRMs, formatting it into slides, and writing the insights. Most of that time is spent on "what happened" rather than the strategic analysis that actually earns your fee.

With this guide, you'll build a complete weekly marketing report workflow in Querri that automates the data collection, cross-channel unification, anomaly detection, and narrative generation — so you can focus on the "so what" and "what's next."

How it works:

• Connect or upload your marketing data from any platform (Google Ads, Meta, GA4, HubSpot, etc.)
• Ask Querri to unify, clean, and standardize across sources — even when naming conventions don't match
• Run a single prompt to generate a narrative report with WoW/MoM comparisons and anomaly flags
• Review, add your strategic layer, and export to Excel, dashboard, or Google Sheets
• Save as an automated project that runs on schedule — next week's report is ready before you ask

Follow the steps

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1 Step 1:

Connect your marketing data sources

Upload CSV or Excel exports from Google Ads, Meta, LinkedIn, and GA4 — or pull data from HubSpot, Google Drive, and BigQuery through Querri's direct connectors. Querri handles the rest, so your data is clean and ready for analysis.

Tip: You can connect multiple sources at once. Querri joins and cleans them automatically, even when column names, date formats, or campaign naming conventions don't match across platforms.

Connecting marketing data sources in Querri

2 Step 2:

Combine and clean across platforms

Ask Querri to unify your data in plain language. For example:

Prompt

"Standardize campaign names across Google Ads and Meta, then join with GA4 session data by UTM parameters."

Querri profiles your data, detects mismatches, and standardizes everything automatically. No SQL required.

3 Step 3:

Run your weekly report prompt

This is where the magic happens. Ask Querri to generate a full narrative report:

Prompt

"Generate this week's marketing performance report. Include spend, conversions, CPA, and ROAS by channel. Flag anything that changed more than 15% WoW and explain why."

Querri pulls the numbers, spots the anomalies, and writes the narrative — the part that usually takes the longest. You get a stakeholder-ready report, not just a wall of charts.

4 Step 4:

Review and add your strategic layer

Querri handles the "what happened." You add the "so what" — your recommendations, next steps, and strategic context that only a human marketer can provide.

This is where you earn your fee. Ask follow-up questions in plain language to drill deeper:

• "Why did CPL spike on Meta last Tuesday?"
• "Break down Google Ads performance by campaign type"
• "Compare this week's ROAS to the monthly average"

Reviewing and adding strategic insights to your Querri marketing report

5 Step 5:

Save and automate for next week

Turn your report into a reusable automated project. Querri chains the data cleanup, transformations, and analysis into a repeatable pipeline that runs on schedule.

What you can export:

Charts as PNG or SVG (SVG is editable in PowerPoint)
Multi-tab Excel files with formatted tables and figures
Google Sheets via scheduled Google Drive export
Saved to Querri's Library for use in other projects

Tips for better weekly reports

Separate the "What" from the "So What"

Let Querri handle data collection, trend spotting, and anomaly flagging. Reserve your time for strategic recommendations and action plans — this is where you earn your fee.

Use consistent UTMs and naming

Clean campaign naming across platforms makes cross-channel analysis dramatically easier. If your naming is already messy, ask Querri to standardize it before running reports.

Include context, not just numbers

A great report explains why leads dropped 10% or how you plan to fix it. Prompt Querri to include explanations alongside the data.

Build a reusable template

Create one strong prompt that covers your standard KPIs and save it. Each week, just update the data and run. Over time, refine based on what stakeholders actually ask about.

Give stakeholders 80% of what they need

Don't over-engineer reports. Deliver the core metrics and narrative your audience cares about — then keep 20% of bandwidth for ad-hoc questions and deeper dives when they come up.

Frequently asked questions

How is this different from Looker Studio, Power BI, or Supermetrics?

Tools like Looker Studio, Power BI, and Supermetrics handle data connectors and dashboards — but someone still has to interpret the charts, write the narrative, and build the slides. Querri does that interpretation layer automatically. It tells you what changed, why it likely changed, and what to do next.

Can Querri generate reports for multiple clients?

Yes. Each client can have their own connected data sources and report templates. Run the same prompt structure across different accounts and get tailored reports for each.

Can Querri build a cross-channel marketing report from multiple platforms?

Yes — that's exactly the problem Querri solves. Connect or upload data from as many sources as you need — Google Ads, Meta, GA4, CRM exports, spreadsheets — and Querri unifies them into a single cross-channel analysis with one prompt.

Does it replace my reporting entirely?

No — and it shouldn't. Querri automates the data collection, formatting, and initial narrative (roughly 80% of the work). You add the strategic insight, client context, and recommendations that only a human marketer can provide.

Can I customize what metrics and KPIs are included?

Absolutely. Your prompt controls what goes into the report. Ask for spend, CPA, ROAS, conversion rates, pipeline metrics, or anything else in your data.

How long does it actually take to generate a report?

Once your data is connected, running a weekly report prompt typically takes a few minutes. The first-time setup — connecting sources and building your template — takes longer, but it's a one-time investment that pays off every week after.

What formats can I export the report in?

Download charts as PNG or SVG. Export full results as multi-tab Excel files with formatted tables and figures. You can also export directly to Google Drive as Google Sheets on scheduled automation runs, save outputs to Querri's Library, or bulk download results from multiple analysis steps at once.

What if I need to answer follow-up questions about the report?

Unlike static reports, Querri lets you ask follow-up questions in plain language. If your CEO asks 'Why did CPL spike on Meta last Tuesday?' you can ask Querri directly and get an answer in seconds — without rebuilding the analysis.

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