← All Workflows

Auto-build the weekly client report graphic

The metrics card agencies send every week, assembled from a sheet and dropped in Slack.

See all workflows
Trigger1On a scheduleRun automatically at a set frequency.
Source2Google SheetsRead rows from a spreadsheet.
Render3Deep Navy and Bright Cyan Bold Geometric Digital Marketing Agency Instagram Square Post with Pacifico Script Kicker, Anton Display Headline, Circular Hero Photo in Cyan Ring and Modular Block DecorationsExample template. Swap in your own design.
Destination4SlackPost renders to a Slack channel.

Templates for this workflow

Pick one of these, make it yours in the editor, and connect it to the workflow.

Deep Navy and Bright Cyan Bold Geometric Digital Marketing Agency Instagram Square Post with Pacifico Script Kicker, Anton Display Headline, Circular Hero Photo in Cyan Ring and Modular Block Decorations

Deep Navy and Bright Cyan Bold Geometric Digital Marketing Agency Instagram Square Post with Pacifico Script Kicker, Anton Display Headline, Circular Hero Photo in Cyan Ring and Modular Block Decorations

Forest Emerald Marketing Campaign Brief A4 Document with Cormorant Italic and DM Sans Mixed Title, Four-Column Objectives Grid, Italic Section Headings on Emerald Rules and Timeline Progress Bar Footer

Forest Emerald Marketing Campaign Brief A4 Document with Cormorant Italic and DM Sans Mixed Title, Four-Column Objectives Grid, Italic Section Headings on Emerald Rules and Timeline Progress Bar Footer

Deep Navy and Signal Red Growth Insights 2026 Marketing Agency Instagram Square Ad with Anton Vertically Stacked Display Headline, Faint Chart Silhouette Background, Hero Strategist Portrait and Red Footer Bar

Deep Navy and Signal Red Growth Insights 2026 Marketing Agency Instagram Square Ad with Anton Vertically Stacked Display Headline, Faint Chart Silhouette Background, Hero Strategist Portrait and Red Footer Bar

Bold Teal Digital Marketing Agency Instagram Ad

Bold Teal Digital Marketing Agency Instagram Ad

Instagram Banner for iPhone App Marketing

Instagram Banner for iPhone App Marketing

Beverage Marketing Ad Template

Beverage Marketing Ad Template

Marketing Agency Social Post Template

Marketing Agency Social Post Template

Brand Positioning Marketing Template

Brand Positioning Marketing Template

The weekly report card that builds itself

The weekly client update is easy to skip when it means rebuilding the same graphic every Monday. This workflow builds it for you. Keep each client's numbers in a sheet, and a clean report card lands in Slack every week, ready to review before it goes out.

Who sends these

Agencies
A branded card per client account, rendered from a sheet instead of rebuilt by a designer every week.
Freelancers
A polished weekly update for each client without opening a design tool between calls.
In-house teams
A recurring snapshot of the numbers that leadership and stakeholders want to see.
Account managers
A ready-to-share graphic for every account, so the check-in has something visual to lead with.

Each row is one client's weekly card. Click through to see the numbers land on the design:

One row becomes one reportClick a row
AClientBMetricCChange
1Northwind Co.Signups+18% WoW
2Lumen LabsRevenue+$4,200
3Harbor & KinTrials started+31 this week
Orshot renders
Report
Northwind Co.
MetricSignups
Change+18% WoW
PNG

Rendered from row 1, one per row

Set the weekly cadence

Setup is a one-time job. Connect the sheet, connect Slack, and pick the day and time. After that, each week the workflow reads the rows and posts a report card per client into the channel you chose. The team reviews them in Slack before anything is forwarded, so nothing reaches a client automatically. You keep the numbers current in one sheet, and the graphics keep showing up on schedule.

How it works, step by step

  1. Design a report template

    Build a report card template in the studio with placeholders for the client name, the metric, and the change you want to highlight.

  2. Keep client metrics in a Google Sheet

    Add one row per client with the numbers that go on the card. The sheet is the single place you update each week.

  3. Set a weekly schedule

    Connect the sheet and pick the day and time. The workflow reads the rows and renders a report card for each client on that cadence.

  4. Send it to Slack

    Connect Slack and choose a channel. Every card lands there each week so the team can review it before it goes to the client.

Related workflows

Send welcome images for new HubSpot contacts

Render a personalized welcome graphic for every new HubSpot contact and save it back to HubSpot.

Marketing
View workflow

Generate OG images for every post in your Notion blog database

New or updated posts get a fresh open graph image, with the URL written back to the page for your site to use.

Marketing
View workflow

Turn Notion testimonials into shareable quote cards

Drop a customer quote into your Notion database and a branded quote card lands in Slack for the team to post.

Marketing
View workflow

Integrations in this workflow

Connect these apps once and the workflow moves your data through them automatically.

Google Sheets

Google Sheets

Source

Reads each row of your spreadsheet and turns it into a render.

Orshot

Orshot

Render

Generates an on-brand image, PDF, or video from your template, one per row.

Slack

Slack

Destination

Drops each render into a Slack channel automatically.

Frequently asked

How do I automate a weekly client report graphic?

Keep each client's numbers in a Google Sheet and connect it to this workflow. On the weekly schedule you set, Orshot renders a report card from your template for every row and posts it to Slack, so the graphic is built without anyone rebuilding it by hand.

Where does the report show up?

In the Slack channel you connect. Each card drops in on the day and time you pick, so the update is waiting for the team rather than sitting on someone's to-do list.

Does it send the report to the client automatically?

No. The card lands in Slack so you can review it first. You forward or attach the ones you want, which keeps a human in the loop before anything reaches the client.

Can each client get their own card?

Yes. One row is one client, so the workflow renders a separate card per row and posts each to Slack, all from the same template.

What if a metric changes week to week?

You only update the sheet. The next scheduled run reads the new values and the cards reflect them, so there is nothing to redesign.