Every month, the same sequence: open GA4, pull the data, generate the PDF, remember to send it. Multiplied by your client count, this becomes a source of forgotten reports and stress.
NarratIQ automates the entire sequence. Here's how to set up automatic sending in 2 minutes.
Why automate monthly report sending
The monthly report is not optional. It's tangible proof of your work, the justification for your invoice, and a strong signal that you're proactive.
But the manual process has three problems:
The risk of forgetting. When you have 8 clients, their report dates overlap. Without a system, you forget. And "I forgot" is an answer that damages the client relationship.
Production time. Even reduced to 30 minutes per report with the right tools, 8 reports = 4 hours. 4 hours you're not billing for.
Inconsistency. Some months you send on the 5th, others on the 18th. The client loses their reference points. Automation creates the consistency that reads as professionalism.
How to set up automatic sending in NarratIQ
1. Open the client page
From the dashboard, click on the client for whom you want to activate automation.
2. "Automatic report" section
In the Actions card at the top of the page, click "Activate automatic sending".
3. Configure the frequency
Two options:
- Monthly: choose the day of the month (1 to 28). The 1st is recommended for a recap of the previous month.
- Weekly: choose the day of the week. Monday or Friday work well for weekly reviews.
4. Add recipients
Enter email addresses separated by commas. You can include the end client, a colleague in copy, or yourself as BCC.
5. Select a template (optional)
If you've created report templates, select one here. The report will be generated with the sections and branding configured in the template.
6. Activate
Click "Activate". The next send is scheduled automatically according to your configuration.
Monthly vs weekly: which to choose?
Monthly report: suitable for most clients. The month is the natural unit of measurement for sessions, conversions, and SEO. Send on the 1st or 2nd of the month with data from the previous month.
Weekly report: suitable for clients with active campaigns (Google Ads, Meta) or high-traffic sites. Allows you to quickly detect anomalies and react before the end of the week.
You can configure both simultaneously for the same client if needed.
The live consultation link
In addition to the PDF attachment, each automatic report generates a public consultation link. This link is included in the email sent to the client.
The client can:
- Read the report directly in their browser, without downloading anything
- Forward it internally (director, accountant) without those people needing an account
- Access it from mobile effortlessly
The link is permanent and tied to that specific report. If you want to revoke it, you can do so from NarratIQ.
What happens under the hood
Every morning, NarratIQ checks for sends scheduled for the day. When a report is due:
- GA4 data is fetched via the API for the configured period
- The PDF is generated with your branding (logo, colours, templates)
- The email is sent with the PDF as an attachment and the live link
- The next send date is automatically recalculated
If an error occurs (expired GA4 token, quota reached), you receive a notification and the report is not sent.
Result: 0 missed deadlines, 0 manual work
Once configured, you no longer have to think about reports. They go out on the right day, to the right client, with the right branding. You free up mental bandwidth and gain in perceived consistency.
This is exactly what freelancers managing 15+ clients without stress do: they don't do more work, they've automated the repetitive tasks.
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