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Automate your weekly marketing report with Claude or ChatGPT

Build a live marketing dashboard with Claude artifacts or ChatGPT Sites, then schedule a weekly report that says what changed and what to check next.

By Gabriele Franco, co-founder of Cassandra

Automate Marketing Reports with AI: Claude and ChatGPT

Get one practical idea every week to grow with the same team

To automate your marketing reports, connect your ad accounts and GA4 to Claude or ChatGPT, ask for a live dashboard (a Claude artifact or a ChatGPT Site), then schedule a weekly task that writes the report. Lock the connector to read-only before you schedule it, because nobody is there to approve changes.

For a lot of teams, Monday starts the same way: open Ads Manager, Google Ads and GA4, copy numbers into a sheet, write three lines about what changed. Claude and ChatGPT can now do both halves of that for you: a live dashboard you open whenever you want, and a written report that arrives on its own every Monday. Setup takes about 20 minutes once your data is connected.

What do you need to connect first?

The AI can only report on what it can read, so connect at least one source first. Each takes about 10 minutes:

Which Claude or ChatGPT plan do you need?


Claude

ChatGPT

Live dashboard

An artifact that reads your connectors: Pro, Max, Team or Enterprise

ChatGPT Sites: Plus, Pro, or supported Business and Enterprise workspaces

Weekly report

Scheduled tasks: Pro, Max, Team or Enterprise

Agent mode with a repeat: Plus, Pro, Business or Enterprise

If you used ChatGPT's Canvas for this before: it's no longer available on the current models. Sites replaces it.

A dashboard you open, a report that arrives

How do you build a live marketing dashboard with Claude or ChatGPT?

1. Turn on code execution (Claude only)

In Claude, go to Settings > Capabilities and switch on Cloud code execution and file creation. On Team and Enterprise, an admin turns it on under Organization settings > Capabilities.

2. Ask for it

In Claude, start a new chat, switch your connector on (+ > Connectors > Windsor.ai) and paste the prompt below. In ChatGPT, open Work, type @Sites and paste the same prompt.

Build a dashboard of my marketing for the last 28 days, using live data from Windsor
(Meta Ads, Google Ads and GA4, whichever are connected).
Top row: total spend, purchases, cost per purchase, revenue, each with the change vs the previous 28 days.
Then: spend and purchases by channel per week (bar chart), a table of the 10 campaigns with the most spend
(spend, purchases, cost per purchase, change), and GA4 sessions by channel.
Label every number with its source (Meta, Google Ads or GA4) and the date range.
Add a note under the totals: platform purchases can overlap, so their sum can exceed real orders

3. Check two numbers

Compare total Meta spend and total Google Ads spend with what each platform shows for the same dates. If one is off, tell the AI which number is wrong and where you saw the right one.

4. Share it

In Claude, open the dashboard, click Share and choose who can see it under Who has access. One catch: a dashboard that reads your connectors can't be opened by "Anyone with the link". Each viewer sees the data through their own connection, so share it with teammates who have Windsor connected too.

In ChatGPT, click Share, choose under Who has access, then Publish. Visitors also use their own connected apps.

How do you get a marketing report every Monday automatically?

5. Lock it to read-only first

A scheduled report runs when nobody is watching, so nobody is there to approve a change. Before you schedule it, block every tool that can change your accounts: in Claude go to Customize > Connectors > Windsor.ai > Tool permissions and set them to Blocked, and in Windsor switch Write actions off. The prompt below says "read only" too, but that's a reminder, not a lock. The Meta Ads and Google Ads guides cover the rest.

6. Create the schedule

In Claude, click Scheduled in the left sidebar, then New task, then Set up manually, and set it to run weekly on Monday morning. It runs in the cloud, so your computer can be off.

In ChatGPT, start agent mode from the tools menu (or type /agent), run the prompt once, then click the clock icon to repeat it weekly. You can manage repeats at chatgpt.com/schedules.

Use this prompt:

Every Monday, write my weekly marketing report from Windsor (Meta Ads, Google Ads, GA4), last 7 complete days
vs the 7 days before.
1. Three lines: what changed most, why it probably changed, how sure you are.
2. Table by channel: spend, purchases, cost per purchase, change.
3. The 3 campaigns that moved most, up or down, with the likely reason.
4. Three things to check this week, each with the number that triggered it.
5. Data warnings: missing days, tracking gaps, numbers that do not add up.
Read only. Never change budgets, bids or campaigns

7. Run it once now

Don't wait for Monday. Run it by hand, read it, and fix the prompt if a section comes back empty or vague.

How do you know the report is right?

Ask this in the same chat or task:

Which numbers in this report come from ad platforms and could count the same sale twice

A good answer names the Meta and Google Ads purchases (each platform credits its own ads), says their sum can be higher than your real orders, and points to GA4 or your shop data to check. If it claims the totals are exact, add "say what each number can't prove" to the prompt.

What if the dashboard or report shows wrong data?

What you see

Why

Fix

The dashboard shows made-up sample data

The connector was off when it was built

Switch it on and ask for a rebuild with live data

A colleague sees an empty dashboard

They haven't connected Windsor themselves

They add the connector (see the guides above)

The report is missing a channel

That source isn't connected, or the free plan only keeps one

Connect it, or only name the sources you have

Numbers don't match the platforms

Different dates, time zone or attribution window

Put the exact settings in the prompt

Lots of numbers, no next step

The prompt only asked for numbers

Keep point 4 of the prompt

Marketing decisions should not rely on one data source

A report tells you what moved in each account. Deciding what to do about it takes more: what customers are saying, which products are selling or out of stock, what your site analytics shows, how much the channels overlap and what past tests proved. Even adding a line to the prompt about a promotion, a stock problem or a price change makes the report noticeably more useful. More on this in what is a marketing brain.

That's what we built Cassandra for. It pulls your ad accounts, analytics, sales, products, reviews and incrementality tests into one place, turns each report into next steps, and makes the changes in your ad accounts within the rules your team sets. You can start for free with your website and data.

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Menus and plans checked on 22 October 2026. If a label has changed, look for the closest match.

Your marketing brain.

Cassandra is the AI marketing brain for growth teams. It learns what drives growth with marketing mix modeling and incrementality tests, then does the work in your ad accounts, within your rules.

Copyright © 2026 – All Rights Reserved

Your marketing brain.

Cassandra is the AI marketing brain for growth teams. It learns what drives growth with marketing mix modeling and incrementality tests, then does the work in your ad accounts, within your rules.

Copyright © 2026 – All Rights Reserved