To automate a weekly marketing summary, record yourself building it once across GA4, your ad platforms and the CRM: traffic, channel mix, MQLs, CAC and campaign ROAS. Export the workflow to Make, n8n or Claude and schedule it, so the digest writes itself before your Monday standup.
A marketing summary is a stitch-together job: traffic from analytics, spend and ROAS from ad platforms, leads from the CRM, all condensed into a few lines for leadership. The stitching is mechanical and repeats weekly — which makes it a prime automation target, even though the sources are varied.
What a weekly marketing summary covers
| Metric | Source |
|---|---|
| Sessions & top channels | GA4 |
| Spend, CTR & ROAS | Google / Meta / LinkedIn Ads |
| MQLs & pipeline created | CRM |
| Blended CAC | Spend ÷ new customers |
| Top-performing content | GA4 / Search Console |
The steps
1. Build the summary once — recorded
Pull sessions and channels from GA4, spend and ROAS from your ad platforms, MQLs from the CRM, compute CAC, and write the digest — once, recorded.
2. Reconstruct the multi-source workflow
The recording captures each source pull and calculation. Confirm the date ranges and which campaigns roll up where.
3. Export and schedule
Export to Make or n8n for the data pulls, or Claude to turn the numbers into a readable "here's what moved and why" digest. Schedule for Monday morning.
Marketing reporting is the tax you pay on every channel you run. Automate the summary and you get the insight without the Monday-morning copy-paste.
Worked example: the leadership digest
Sessions up 12%, paid ROAS by channel, 40 MQLs at a blended CAC, and the two posts that drove the most signups — assembled from GA4, ad platforms and the CRM, posted to a Slack channel. Recorded once, it runs every Monday. See marketing use cases for more workflows.
How Spion does it
Record the summary once; Spion reconstructs the cross-tool steps and exports a ready-to-run automation to Claude, Make, Zapier or n8n. Pattern: how to automate your weekly report.